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How do I go back to the old invo
Level 1

How do I go back to the old invoice layout?

How do I go back to the old invoice layout?

8 Comments 8
LollyNino_C
QuickBooks Team

How do I go back to the old invoice layout?

Hello, @How do I go back to the old invo! We appreciate your participation in the Community thread and thank you for sharing your queries and sentiments regarding the new invoice layout. We would be happy to provide you with further information and assist you in resolving any related concerns.

 

A new user interface has been created from the ground up and has been made available to users since June. It includes new features and increased availability. Starting from October 16, 2023, Simple Start and Essentials users will be migrated automatically to the new invoice experience and will not be able to opt-out.

 

It indicates that it's not possible to return to the previous invoice layout. However, users with QuickBooks Online Plus, or Advanced versions can switch back to the old invoice layout by selecting the Old layout from the invoice screen. It's important to note that this change won't result in the loss of any existing invoices. 

 

Here's how:

 

  1. Proceed to the New button.
  2. Select Invoice.
  3. Click the Old Layout button in the upper-right corner.

 

You can refer to the screenshot below for guidance.

 

Capture.PNG

 

To learn more about the new invoice and quote experience in QuickBooks Online, please refer to these articles:

 

 

If you have additional questions about the new invoice layout, please be aware that we are available 24/7. You can reach out to us anytime by clicking the Reply button below or creating a new post in the Community. We're always here to support your business with QuickBooks.

HCD LLC
Level 2

How do I go back to the old invoice layout?

This is incorrect information. I'm currently subscribed at the Essentials level and no button to use the old layout exists anymore (it was there before the 13th)

Is there any plan that does allow use of the old layout? Removing the ability to use the up/down arrow keys to scroll through lines on an invoice seems a ridiculously stupid downgrade - and you don't need to tell me I can tab between lines, I realize that but it's far less efficient than using arrow keys and much harder on the hands when working with many invoices with many products a day. 

ZackE
Moderator

How do I go back to the old invoice layout?

Thanks for getting involved with this thread, HCD LLC. I appreciate your detailed information.

 

As of December 11, 2023, users subscribed to an Essentials plan were migrated to the new invoice experience. I can certainly understand how an ability to switch back to your previous layout could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

I've also included a couple detailed resources about working with invoices which may come in handy moving forward:
 

 

Please feel welcome to send a reply if there's any additional questions. Have a lovely Thursday!

HCD LLC
Level 2

How do I go back to the old invoice layout?

So the previous reply was in fact incorrect, or is there a plan that does allow use of the old layout?

JuliaMikkaelaQ
QuickBooks Team

How do I go back to the old invoice layout?

Hi there, HCD LLC. Let me chime in and add some additional information about this matter.

 

Updates are frequently released regarding the previous invoice layout in QuickBooks. As my colleague mentioned above, Simple Start and Essential users can no longer switch from the new experience to the old layout since December 11, 2023. However, if you have a Plus or Advanced subscription, you can still choose to switch and use the old invoice layout for the time being, until further notice.

 

Moreover, you can check what's in the new invoices in QuickBooks Online, so you're guided on its features and what to do with it. 

 

You can also customize the appearance of your invoices and other sales forms with the new layout to make it personalized.

 

You can always get back to us if you have other inquiries or concerns about the new invoice layout in QuickBooks. We'll be here to lend you a hand. 

HCD LLC
Level 2

How do I go back to the old invoice layout?

"However, users with QuickBooks EssentialsPlus, or Advanced versions can switch back to the old invoice layout by selecting the Old layout from the invoice screen."

 

The original answer states Essentials does have that option, and the following reply by ZackE does not say one way or the other about switching back to the old layout under that plan. You can understand why the initial reply by LollyNino_C  with seemingly incorrect information is confusing, and subsequent replies by Intuit team members would be suspect. I'm not willing to upgrade to a different plan at a higher rate when the info provided here by Intuit employees contradicts each other, not helped by the addition of "for the time being, until further notice" in your reply, which sounds like the forced switch which is lacking needed features is inevitable. 

dfgstables
Level 2

How do I go back to the old invoice layout?

I did upgrade a few months ago and got my old invoice style back .  but now it's gone again and I am stuck paying a higher rate.  I am so mad! Tried "chatting" with text support and they "Left the chat" for absolutely no reason.  Not  customer friendly at all

Kurt_M
QuickBooks Team

How do I go back to the old invoice layout?

Hi there, @dfgstables. I'll point you in the right direction to help you utilize the old invoice feature inside QuickBooks Online (QBO).

 

Before anything else, know it isn't the experience we want you to have when contacting our Customer Care Team. Also, one of our colleagues was able to respond to your previous post and provided a suggestion. We'll route you to her response: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-go-back-to-old-invoice-s...

 

In addition, you can visit these articles to help you manage customer invoice payments and create personalized sales forms inside the program:

 

 

Our team encourages you to visit or comment below anytime if you require assistance handling invoices inside the program. You can also post here again if you have any additional QuickBooks-related concerns. Keep safe

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