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Several years ago, Quickbooks Online made a change to their invoice templates, and as a result I lost my company's custom invoice templates. After several weeks and many phone calls, I was finally able to escalate the issue to someone at corporate who found a programmer who helped me recreate the templates. It caused many headaches to say the least!
I am very concerned that after May 6 when "the capability to switch the old and new invoicing layouts will no longer be available" that I will no longer be able to access my templates or that they will not work the same way.
Is there anyone at QuickBooks that can help me make sure that I do not lose my templates nor any of their functionality? How can we test this out ahead of time?
Betsy Wilkinson
Oldenburg Architecture
Thanks for getting in touch with the Community, BetsyWil.
Intuit's currently in the process of releasing a new invoice layout to help you land jobs, keep work moving, and get paid faster. You'll automatically be able to use your new layout once the update occurs, with no additional steps required. All past invoices and estimates will be available after our update.
The following classic invoice features are currently unavailable in the new experience:
Some customers won't be able to opt-in to their new experience if they're using features listed as unsupported. I can also confirm that our See what’s new with estimates & invoices article doesn't mention an official date where all subscribers will be switched to the new layout. I'd recommend keeping an eye on this article for any updates to it. The article additionally covers how you can verify which experience you're currently using.
When it comes to customizing and adjusting invoices, there's no need to manage templates with your new layout. Instead, you'll be able to customize and adjust them on the forms themselves. QuickBooks will remember your choices and apply them to the next invoice you create.
If you have any feedback you'd like to submit about an email communication you received from Intuit about plans for future updates, I'd recommend submitting your feedback to our Product Development team while signed in.
If there's any additional questions, I'm just a post away. Have a lovely Friday!
Good Day,
So I came across this today as I was searching issues with the new May 6th invoice 'functionality' software update that occurred. In all the emails sent from intuit regarding this change, we NEVER saw a list of classic invoice features that would no longer be available. We discovered very quickly that we lost our use of Price Rules which we used daily in our estimates and invoices. This was NOT publicized. There are still options in the Sales setting to turn on Price Rules and our list of price rules are still in the All Lists section.
I'm all for getting improved functionality but not at the cost of losing basic functions. This is truly unacceptable.
I came across the same information on Monday (May 6th) when I tried to invoice for the previous week activity and was on a Chat with QBO for 2 hours. Strangely, Tuesday morning I went to invoicing again and my old format was the default. Did anybody else get reverted?
I was also on the phone for about 2 hours and wasn't able to get my old invoice view when uploading invoices via Spreadsheet sync or import
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