Invoice Update Issue

New updates suck. You can not go back to the way you had them before. Quickbooks is now telling you how your invoice will look. Good luck on getting help. Took 45 minutes to get help on another issue. Now I am an hour behind in my work. The new changes are not making it easier. Just harder and longer to accomplish.

After the 40 minutes on the phone with them before being hung up on, they said this is the format and you cannot go back.  So, to correct sales tax issues, I have to click calculate sales tax and make the changes there. Do duplicate invoices, I can no longer duplicate an existing invoice I am looking at, but have to back out to the customer screen, select the invoice I would like to duplicate and select the duplicate in the dropdown...same for voiding an invoice.

You are unable to email or view the pdf of an old invoice without converting the invoice to the new "modern" template.

Does intuit actually consult with end users before making these changes?

Thank you - I am now seeing the correct color scheme and bank detail on my invoice. I had created a new invoice template and set as default but I am not able to view "email view" or "PDF view" because it is an 'old template' which doesn't make any sense because I had used the "New Style" drop down invoice template when creating a new template. 

Also, I am experiencing an issue when trying to receive payments using the AR aging / AR detail report. when using this report I now have to go through 5 clicks just to get to the payment and then once the payment is saved QBO sends me back out to the home page and I have to go back in every single time. This is a HUGE waste of my time and extreme annoyance. Is there a fix to this? I remember after the last update something similar happened but this update seems like we've gone backwards quite a bit. 

I understand, that changing to the old layout for invoices is essential in QuickBooks Online, Erica. I can assure you that you're on the right path.

To check how the invoices look when you use the Standard or customized template, click Review and Send or Print and Download. Probably software is being updated constantly to accommodate users' transition from the old invoice experience to the new one.

When you see payments in the A/R detail report on the modern view, it goes back to the home page. As a solution, you can try running the A/R detail. Here's how:

1. Go to one browser tab, and Receive Payments on another browser tab.
2. On the +New menu, select Receive Payment. 
3. Choose Customer.

You can only use email and PDF views on modern templates. If you choose New Style from the drop-down menu on the Custom Form Style page, you will see the old template.  I suggest submitting feedback to use other features of the New Style.

Here's how to send feedback: 

1. Go to Settings on the Gear icon, then select Feedback.
2. Type in your comments or product suggestions.
3. And then click Next to submit feedback.

Here's a link you can use to learn how to submit feedback for both QuickBooks Online and QuickBooks Desktop.

Moreover, check out this article to learn how to get the most out of your financial reports: Customize reports in QuickBooks Online.

Feel free to comment below if you have other queries with invoices, payments, and correct bank details on your invoice. I'll be here to help you.

I spent 3 hours on the phone. 

This is a hideous joke. Thanks so much QBO - your new invoices are unusable and we are currently unable to bill clients until you sort out your ill-advised "upgrade".  Disconnecting apps that worked in conjunction with QBO and forcing your own process onto it without a way to turn it off or prioritize what we are paying for is a bush-league move. Changing the download screen is annoying.  Adding windows that fly in randomly and block the screen is just stupid.  Oh, and what's the idiocy with resetting the screen to the very top of the invoice EVERY SINGLE TIME you make an entry in the body?

Fix this - maybe introduce your development team to actual humans who use the system every day.

Hello - 

I am beyond frustrated with this update. I thought the invoice template issue was resolved earlier but we are right back where we started. For starters our template chosen is "Friendly" with the navy blue color but the color we get what I imagine the the only template option at this point with the only color option. The bank details at the bottom are not showing up. We are unable to bill clients at the moment this is a HORRIBLE update. 

Horrendous update. It is causing my team so much more work. Why does QuickBooks do this with out asking us if we would like the change. Now we have to figure out a different process.

It's almost if none of the people at Quickbooks who work on these updates are accountants. 

PLEASE give us the to REVERT! 

Why does your product team take away functionality with their updates. The new invoice "experience" is a royal pain in the ____. First off, the screen is spread out too much have to scroll up and down, there is no place to void or delete the invoice and it looks ridiculous (as something from about 10 years ago).

Do they even test this with a user group before implementing anything? This is no different than the new search "experience" - BAD.

You need fix this. 

I don 't understand the stupid desire to update invoices when they are working just fine.  WTF?  Why are you guys spending time and money on something that already works fine?  It's also messed up my sales tax integration with Avalara.  PLEASE STOP FIXING THINGS THAT WORK FINE!

Your reply is unacceptable, To use Google Chrome instead of your phone app. all platforms of invoicing now suck. A week ago I would brag that you were great.

After two hours on the phone last night with Quickbooks they basically told me they agree this socks and they were doing improvements to, was told to Use Google Chrome on my phone. That platform as well as the computer platform invoicing still does not have all the information that we need to do the job such as date the service was performed

. Quickbooks listen to us fix it fast. There are millions of us out here using your program and And you're dropping the ball on your promises to make our businesses run smoothly Instead this is causing me nothing but grief and costing me dollars.

.

We must be able to revert to the old way. This completely undermines the way we have been using it. We cannot continue to use it this way

So your update that we as users had no way to opt out of is incredibly bad. Do you hire trained monkeys for your programming?

Price rules - NO LONGER WORK

When entering an item in an invoice - product description NO LONGER shows up (fantastic when you have thousands of parts with similar part numbers........

When having to over ride tax - It locks up and you have to kill the session and go back

For a company that claims to offer a business tool you guys sure are clueless (like your programmers)

This has got to be the worst QBO update yet, I now have to go manually fix all of the invoices that are synced into QBO because they have decided that they are going to force an invoice format down your throat that doesn't work properly and also decided that they know better which tax codes belong to which customer instead of the ones you have chosen. Anybody have any recommendations on a different Accounting software?

QBO is officially unusable!

Intuit describe how to fix your invoice templates in the ill-conceived new update.

Why does the customer have to spend time, effort and resources to make a new update work the way the original product did.

Our Company has wasted several days and not issued a single invoice trying to deal with this crap and still we haven't been able to make the 'new' invoices look like the originals with all the content "WE" want.

If you are intent on rolling out an update for Christ's sake, make existing formats compatible not expect your paying customers to have to reinvent their system.

Hate the new invoice layout!

Since the switch to the new invoice format, when I add billable expense to a customer invoice, I can no longer drop and drag it to a product code.  We would do this so that on the invoice there was only one line and not numerous rows of detailed expenses.  For example we have a product code "Meals".  Let's say we have 3 billable meal expenses; StarBucks $5.00, Airport Cafe $3.75 and McDonalds $13.07.  We would drop and drag these to Meals and the invoice would show Meals $21.82.  Now the customer sees a list of 3 expenses.  It's not that we don't want them to see the detail, they have asked not to see it, just a total.  I thought I had a workaround, total the expense and manually enter them as the total on the Meals row.  Not only is this a pain, the expenses never get linked to the invoice.  If you have figured this out, please help! Thanks!

I noticed a similar question about consolidating your billable expense was also asked in another thread recently. @CP-.

I wanted to share a direct link to that conversation where my colleague provided a detailed response: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-new-invoice-format/01/14....

The Community is always available to help with any QuickBooks-related questions. Just let us know if there's anything else we can assist you with.

Thanks, this is an interesting option, however, won't work for my scenario. The product code for meals for example will change with each customer and will be different every month.

Not sure why Intuit's programmers are going backwards with the new modern invoice template update forced on users. This is definitely a step backwards, once again, by the programmers that do not know how the program works or accounting. This invoice update is horrible. All invoices are now set to modern and we have to go into each invoice to change to our standard default invoice format. There is no way to change the view to our standard format or change the modern view to match our invoices. Whomever is in charge of QuickBooks online changes should be fired. Once again the changes make it take more time for users to do the same operation and make the software less appealing. Good way to lose all your customers to another software!

I agree with everyone!  This update / change in the invoicing format is a DISASTER.  We have spent dozens of hours trying to get it to work.  We cannot duplicate old invoices, then update them and save---ERROR CODE everytime!

We spent 3 hours on the phone with a QBO rep, who had to text a software tech, then forward his messages to me, and back and forth like that like a game of bad telephone.  Nothing was fixed.  We have had to start LITERALLY re-creating every client (we have over 4000 in our system) and HAND-WRITING all new invoices since the system will not save any duplicated /copied invoices.  It has put our business behind THOUSANDS AND THOUSANDS OF DOLLARS since we cannot invoice our clients in a timely manner.  SOmeone please help!  GO BACK TO OLD INVOICES.  THEY WORKED JUST FINE!

Hello there, @barronarts.

It seems you've also posted or replied to another thread, you can refer to this link to check the answer: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-i-am-using-qb-online-and...

Additionally, you can check this out to learn more about your invoice in QBO: QuickBooks invoices and Estimates FAQs.

Consider revisiting the Community space if you have questions about your estimates or other related concerns with QuickBooks Online. We're always here to help.

The new invoices also don’t feed through to the general ledger correctly, so reporting functionality is also not working

Hello there, @Tilly111.
 
I would love to provide information regarding the general ledger report. However, before doing so, I'd like to ask what you see when running the report. Also, could you please provide a screenshot that prompts when pulling up the report?  It will help me identify the root cause of the issue. 
 
The thread will be open for any additional information you can provide. I'll keep an eye out for it. Have a nice day ahead!