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ceversole
August 4, 2022
Question

How do I switch back to new invoice layout?

  • August 4, 2022
  • 43 replies
  • 81 views

Hello. I'm new to quickbooks and I somehow accidentally switched my invoice settings to the old layout. How can I switch back to the new layout the came standard with my account? 

Thanks!! 

43 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
August 4, 2022

Afaik it's irreversible. You can only open a new blank QBO account and migrate your data from old account or purchase a third party migration service.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

 

chris-errcsdesig
September 17, 2022

Switch to Freshbooks, they have all the features QB took away

LollyNino_CQuickBooks Team
QuickBooks Team
August 4, 2022

Thanks for visiting us here, @ceversole. I can share the steps to switch your invoice layout back to the new experience in QuickBooks Online. 

 

If you prefer the new experience, you can switch back any time. You can follow the steps below: 

 

  1. Go to the + New.
  2. Choose Invoice or Estimate.
  3. Once done, click Try the new invoices.

 

You can switch to either the old or the new experience at any time. QuickBooks saves all the info from your previous estimates and invoices to ensure that you don't lose your work. Also, when you change between the new and old experiences, the design shown to your customers will change.

 

Additionally, you can check out this guide where you can customize invoices, estimates, and sales receipts in QuickBooks Online.  

 

Don't hesitate to reply anytime if you still have questions or concerns about managing invoices. I am always here to help. Take care, and have a great day ahead.

JS2138
November 4, 2022

I am trying to get to the new Invoice Layout.  I start in Dashboard, click +New, click Invoice and the old invoice layout pops up. How do I get the new invoice experience?

Kurt_MQuickBooks Team
QuickBooks Team
November 4, 2022

Thanks for joining the thread, @JS2138. Now that I'm here, I'll share some details about how you can use the new invoice layout in your QuickBooks Online (QBO) account.

 

Know that the feature is only available for new QBO accounts. With that said, you need a new company file to utilize the new invoice experience feature. If the company file you're using is old, you can only customize the template to see other details and sections in your invoice view.

 

If your company file is new, and you've accidentally ticked the Old layout button. You can still switch back to the New invoice experience. I'll input the steps below so you can proceed. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the + New.
  3. Select Invoice.
  4. Click Try the new invoices.

 

See this article for more information about the new invoice experience in QBO: See what’s new with estimates and invoices in QuickBooks Online.

 

In addition, here's an article to help you manage invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

You can also check this page in case you'd like to customize a report for your invoices: Customize reports in QuickBooks Online.

 

@JS2138, if you need further assistance managing your invoices in QuickBooks. Don't hesitate to get back to me by clicking the REPLY button. You can also post here again if you have any additional QuickBooks-related concerns. I'll be more than happy to help you out again. Take care, and have a nice day.

Christopotamus
August 10, 2022

The same thing happened to me which is extremely frustrating because I was using the "take deposit" feature that is missing on the old layout.

 

I spoke with support chat and they are supposedly going to restore my access to it (we'll see if that actually happens) but that it's going to take 24 hours.

 

So if you're okay not sending out invoices on the new experience layout for 24 hours maybe support chat is worth a shot...

Christopotamus
August 12, 2022

Quick update...

 

After spending many hours on support chat I finally decided to schedule a support call.

 

Tech was very knowledgeable and was able to find out that since I had been switched back to the old layout, I wouldn't be able to get back into the new layout.

 

Yay :/

 

Hopefully they finish the rollout soon.

chris-errcsdesig
September 17, 2022

Switch to Freshboks, they have all the features QB took away

    Patw2
    November 6, 2022

    I opened my QuickBooks account this morning to invoice a customer and the whole format has changed.

    is it possible to go back to the way my site worked? And if not where is the tutorial to learn the new ?
          Thank you

    LollyNino_CQuickBooks Team
    QuickBooks Team
    November 6, 2022

    I appreciate you for posting your concern here today, @Patw2. I'm here to provide some insights about the tag feature in the new invoice layout format of QuickBooks Online (QBO). 

     

    You can refer to the steps provided by my peer, KurtKyle_M, above if you use the new invoice layout in your QBO. Just click the Try the new invoices.

     

     

    At any point, you can choose to have the old or new experience. To prevent you from losing your work, QuickBooks keeps all the data from your past estimates and invoices. 

     

    For additional details on the new invoice experience in QBO, see this article: See what’s new with estimates and invoices in QuickBooks Online.

     

    You can also refer to this guide to learn how to customize invoices, estimates, and sales receipts in QuickBooks Online. 

     

    Don't hesitate to reply anytime if you still have questions or concerns about managing invoices. I am always here to help. Take care, and have a great day ahead. 

    chris-errcsdesig
    November 6, 2022

    Do you people even understand your own software? Once QB decides to migrate you over to the "old Invoices" you CANNOT go back. You people copy and paste the same nonsense and you cannot go back. 

     

    I was also affected by this a few months ago with no notice and after multiple calls and useless posts, I was told "sorry there is no way to go back, this was a beta feature and may or may not come back". 

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