"NEW EXPERIENCE" INVOICES

Thanks for reaching out here in the Community space, @KP675.

Before anything else, we'd like to thank you for allowing us to help you with your current situation. If you want to switch back to the old invoice experience and utilize your old invoice template, we'll gladly write down the steps to help you revert your invoice to the old layout inside QuickBooks Online (QBO):

1. Access your QuickBooks Online company.
2. On the left navigational bar, click the +New button.
3. Select Invoice.
4. On the top-right corner, click the Old layout button.
5. Click the Switch layout button.
6. Enter or select the necessary details, and then the click Leave and submit button.

For visual reference, see the screenshot attached.

Once you've reverted back to your old invoice experience, here's how you can get back to your old invoice template: 

1. Go to Settings ⚙ and then select Custom form styles.
2. Find your template.
3. Select the dropdown ▼ in the Action column.
4. Select Make default. You'll see (default) displayed by the default template name.

See this page for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you don't have don't have the Old layout option and want to get your old invoice template back. You'll want to go to the Design section below the Payment options. Select the invoice template you created to use it for your invoices.

In addition, here are some articles to help you manage invoice payments, and ensure your data stays accurate inside the program:

• Record invoice payments in QuickBooks Online.
• Run reports in QuickBooks Online.

@KP675 , it's been a pleasure to have you here today. Feel free to comment below if you need further assistance managing invoices inside the program. We'll make sure to get back to you as soon as possible. Take care!

The old layout option is GONE.  This happened last week a tech joined my computer remotely and couldnt find it or fix it.  I opened a ticket and waited 2 days for them to fix it.

It is so beyond frustrating..why do they keep forcing change...it is so time consuming.

I have attempted to work with the new format but am unable to add lines in the middle of an invoice.  The dots where you usually click on turn to a hand and you are unable to add lines.

I have wasted hours on this.

I am EXTREMELY FRUSTRATED that QuickBooks Online keeps forcing "new" things on its users. The latest change being a "new look" for invoices. I have selected the "old look" as my default, but the view and functionality is not the same, and there is no way to make it appear like it did before. The "new look" is obnoxious and time-consuming to use, and it is NOT WHAT I WANT OR NEED. Every time QuickBooks Online forces something "new" on its users, it requires time and effort by users to learn the "new" and never improved option. It also forces the change on our customers, which is not what they want. PLEASE STOP FORCING NEW CHANGES on your users just so you can justify your jobs. As a user, I pay for this service and should be allowed to decide whether or not I want what new thing you have to offer. PLEASE SWITCH THE INVOICES BACK TO THE OLD VIEW AND FUNCTIONALITY! 

The "OLD LAYOUT" option is not showing as indicated in your screen shot. Is there any other way to switch to the old layout?

I understand this was challenging for you. You have me on your back to solve this issue you encounter while managing your invoices in QuickBooks Online.

We can use an incognito window, sign in to your account there, and verify the old layout option is available there. If this option works, we can clear the cache from your regular browser.

Here are the shortcuts to incognito browsers:

• Google Chrome: press Ctrl + Shift + N
• Microsoft Edge: press Ctrl + Shift + N
• Firefox: press: Shift + CTRL + P

Furthermore, the cache can hamper and affect the functionality of QuickBooks and result in missing tabs and features, thus, clearing the cache to reduce issues that occur when using QuickBooks.

To see if a bug interferes with QuickBooks Online performance, I recommend reaching out to our Support Specialists this time. So they can view and find a solution to the specific issue.

You can reach them through these steps:

1. Log into your QuickBooks account.
2. Click the Help option in the upper-right corner.
3. Tap the Contact Us button.

Alternatively, we can get ideas for these Frequently Asked Questions (FAQs) about importing data: Common questions about importing data to QuickBooks Online.

Please feel free to remark with your response if you want help in running reports with your sales transactions in QuickBooks Online. Have a great day.

i think they just completely got rid of the old layout because i no longer have the option to switch it back either 

I need to have the old layout back. I have followed your instructions, but after I hit "Leave and Submit" (step 6), I am told that "only admin can switch layout". My boss (the admin) is unable to change my layout as when he clicks old layout it only changes his quickbooks to the old layout. The new layout is wasting my time. Also, my boss could care less about which layout I prefer to use- why is a user unable to switch their layout? It makes absolutely no sense that a user cannot change their own layout. Please help me get the old layout back. What can we do to get the old layout back?

I need to get the old layout back. I followed the instructions only to be told that "only an admin can change the layout" after I hit "Leave and Submit". When my boss (the admin) clicks change layout, it only changes the layout on his computer. Please help me. How do I get back to the old layout?

Hello, 

I understand the importance of switching from a new to the old layout of your invoice. 

For some users, they cannot go back to the old layout even though they have the option to go back. If you are one of the users who experienced this issue, I recommend sending feedback to our Developer Team. This will allow them to review your request and potentially include it in the next program update. 

Here's how:

1. Go to the Gear icon at the top right corner of your screen.
2. From there, select Feedback under the Profile column.
3. Please provide a summary of the feature you want to request.
4. Click Next, once you are ready.

Here's an article that can help you for your reference about what's new with the estimates and invoices in QBO: See what’s new with estimates and invoices in QuickBooks Online.

Drop a comment below if you have more questions about invoices and other QuickBooks-related concerns. I'll be here to help.

That is supremely unhelpful. I don't care about sending feedback. This product is garbage, there's my feedback. I just need to have the old layout back.

Leaving feedback doesn't do any good, anyway. 

THIS IS SO FRUSTRATING!!!!!!!!!

I have tried everything.

I do NOT have a "button" in the upper right corner to switch back to the old.

I can't find ANYTHING on this new look.

It is terrible.

It took 6 clicks just to find activity.

It took 2 minutes to find the client's email address.

And some email addresses are now missing.

Why does INTUIT keep doing this?

New is NOT better....it sucks.

Put us back on the OLD.

THIS IS SO FRUSTRATING!!!!!!!!!

I have tried everything.

I do NOT have a "button" in the upper right corner to switch back to the old.

I can't find ANYTHING on this new look.

It is terrible.

It took 6 clicks just to find activity.

It took 2 minutes to find the client's email address.

And some email addresses are now missing.

Why does INTUIT keep doing this?

New is NOT better....it sucks.

Put us back on the OLD.

I don’t have the option to switch to the old layout.  The new layout keeps giving me an error message “invalid tax line found invoice not saved” so now I can’t send invoices AT ALL.  I can’t even save them to email them on the side so basically I can’t operate my business.  I’ve called, I’ve chatted in the chat room, I’ve sent feedback and no help just a sorry we’re working on it.  This is insane I can’t WORK.  Our business cannot generate invoices.  And I’m paying them for this service that I cannot use.  I’m about to report them to BBB.  This has been going on too long 

The new experience is absolute garbage. It wastes my time, my screenspace, and hides almost every option requiring more clicks. Here's more deets:

• It's bloated, slower, and wastes screenspace- forcing me to scroll down to do what I used to accomplish on a single screen with the old interface
• biggest pet peeve: I can no longer use the up/down keys on my keyboard to jump up and down rows. this was critical to being able to create and manipulate invoices in a rapid fashion. now it's sluggish, and requires me to use a mouse to switch fields unless I tab through each field. there's not even the option for an CTRL+UP.
• It forces my logo to be much smaller, which I do not like
• why break up the address info for the sender into two columns? why?!
• It makes information that I usually refer to at a glance hidden behind 2 to 3 clicks (Activity, for instance). 
• 'Activity' does not display the recipient email addresses when I sent an invoice out
• Are you kidding me with the large color bar across the invoice in the Modern Theme. Try to avoid wasting ink and change the background to #FFFFFF white? Then your invoicee and the word 'invoice' becomes invisible on the invoice
• Print Invoice is now removed from the 'Review and Send' screen; I had to hunt around all over. If your invoice was created with an older template, then you get a giant 'PAY INVOICE' button on the bottom of the invoice, as if a customer should 'press' this button on a printed copy. 

This is terrible! Please bring back the old invoices ASAP; looking at changing services and leaving QuickBooks behind. Not listening to the community and only offering milquetoast so-called Support responses is not cutting it.

I simply cannot work with this. Everything takes two to three times longer to accomplish. Don't get me started about the total fail on allowing a customizable "modern" template, either.

None of this was helpful. The option to switch back to the old layout is still not there. Please switch my account back to the old layout. I do not want the new layout option.

I agree… new template is garbage… Typically I’ll create multiple invoices at a time, create… then save and new. This should allow for me to go to “all transactions” after I’m done and sort them by customers who receive a printed invoice and customers who get their invoice emailed only… nope those invoices are not sorted for mass emailing or printing… have to do it after each invoice or manually with the new and improved experience… 

Add me to the list of unhappy customers.   This really blows

I HATE this new crap.  Go back to the old way

The new invoice format is horrible.  They are forcing you to use the new format and not even giving the PAID users the option between the new and old format.  I don't think they do a full test of their so called upgrades or changes before implementing them.  I don't subscribe to their pay options and it doesn't give me an option to turn this off from showing.  The POP ups for their products and services is just as bad as spam.  When you are paying for a service there should be none of the pop ups for more services.  Have their sales team actually work and call clients or send out emails for these services and products.  The new invoice format also doesn't attach the attachments that you select under suggested transactions.  There have been so many bad changes lately and they keep increasing the fee I am really considering finding another software to use.  

We hear your sentiments, Beckie. Our commitment rests in assisting you to utilize QuickBooks Online seamlessly. 

We're still in the process of continuously seeking feedback and recommendations to improve the new invoicing experience. Kindly share your insights with our software engineers for possible integration into upcoming updates. Below are the steps to facilitate this process:

1. Click the Gear icon, then select Feedback.
2. Type in your feature request.
3. Click Next to submit.

Refer to this article to personalize your sales forms and have professional-looking templates moving forward:  Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Drop by again by commenting below if you have other invoice-related matters. I'm always ready to return to you promptly and provide the necessary information. Have a good one.