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Ideas2024
Level 1

New Invoice Update

Let me opt out of the new version.

 

Functionality we had prior to the change is now gone:
1. When invoicing Billable expenses the attachment previously attached to the original expense no longer carries over to be selected/attached to the invoice. We must now add a step to open the file location to attach the invoice, again!
2. Create new invoice > Select Manage > Suggestions > Suggested transactions > Billable Expenses are listed. Prior to the update, the Vendor name was included in the Billable Expense box. Now you must select the expand view icon to open the Billable Expense screen to see the vendor.
3. Select Billable Expense to add to the invoice no longer carries over the Service Date from the original expense. It must be added manually requiring us to go back to the original invoice to note the Service Date.


The new invoice UI now displays my company info and customer info header when I am creating a New Invoice. I don't need to see that when I create an invoice. It wastes screen space and forces scrolling just to get to the invoice details where I am actually doing work.

As others have mentioned, quit 'improving' UI and get to work on functionality. I've been hitting the Feedback button every time I create an invoice and leaving this feedback.

2 Comments 2
JamesAndrewM
QuickBooks Team

New Invoice Update

Thank you for sharing your feedback with us. We understand the importance of the features you've mentioned, and we appreciate you taking the time to let us know about your experience. Your input is valuable to us as we continue to improve our product.

 

We constantly strive to enhance the user experience and provide the features that are most beneficial to our users. We encourage you to stay updated on our product developments and updates by visiting our Customer website page, where we regularly post about new features and improvements.

 

I'm adding this article you can use in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead!

Dxtodd
Level 1

New Invoice Update

Now I am flabbergasted that you would say something like this to paying customers. I’m also in a position where I have two clients this week that are moving to a new platforms because of your update. I have a third client that’s in real financial trouble because your new invoice does not calculate the taxes correctly for New York State local and county Taxes and I was told the same thing there is no way to revert. How can we deal with something on an update when we have no control over whether it goes in or out.

 

I pray that I don’t lose more clients because of you thank you QuickBooks for the strong support of your QuickBooks community and your QuickBooks partners

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