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suzannek1
Level 4

How do I switch back to new invoice layout?

I worked with an agent over the phone and we did all this.  She determined that I do not have access to the new invoice layout.  which seems really odd.  She said it was only available for a QBO account not created from a desktop account.  Do you know this to be true?

JS2138
Level 1

How do I switch back to new invoice layout?

I have no idea. I have never used the desktop version of Quickbooks, so I would think I could move to the new invoice format easily. BUT no one in support has even hinted that it is a possibility for me. I keep reading that I must start a new entity or somehow change to a "New" company file format - but I have no idea what that is. I should call and speak to them but I hate phone support from most of these software companies.

Pixil
Level 1

How do I switch back to new invoice layout?

I'm so frustrated... I had all my forms customized to the new layout and went to customize one of them and switched back to the old layout and can't get back. My layouts are all messed up now.

 

WHEN WILL THIS BE FIXED? WHEN CAN WE GET OUR NEW LAYOUTS BACK?

jenop2
QuickBooks Team

How do I switch back to new invoice layout?

Allow me to help you go back to the new format, Pixil.

 

QuickBooks Online gives you the option to switch back and forth between the old and new layout. Let me share the steps on how you can do it.

 

Here's how:

 

  1. Click the + New button and select Invoice
  2. Look for the New or Try the new invoices in the upper-part of the invoice, then click on it. 

 

new invoice template.PNG

 

Check out this article for more details: See What’s New with Estimates and Invoices in QuickBooks Online.

 

I'd also like to give you these articles in case you want to add more personalization to your sales transactions: 

 


Keep me posted if you're able to switch back to the new format. You can also ask follow-up questions if you still need help with from us.

Pixil
Level 1

How do I switch back to new invoice layout?

Hello,

That link is no longer there. Please advise an alternative solution.

 

I was using the new invoice layout and was switched back to the old and can't get back to the new layout.

 

Thank you

Just_me
Level 11

How do I switch back to new invoice layout?

@Pixil   The link worked just fine for me.  

MadelynC
Moderator

How do I switch back to new invoice layout?

Thanks for keeping us updated, @Pixil. I’ve got a workaround so you can still manage your sales transactions using the new layout.


Before that, I’d agree with @Just_me's comment. The article provided by my colleague @jenop2 is accessible. You can utilize other supported browsers to view the details.


The new experience for invoices and estimates was rolled out to some QuickBooks Online users only. Some of them were switched back to the old ones. Since you don’t have the option to move back, I have an alternative solution you can use to accomplish it.


When you log in, you can use these links to help you get going:

 


I’m adding these resources in case you’d like to add specific information to your sales forms and a way to link estimates to invoices to keep your books accurate and intact:

 


If you have any other questions or concerns about the new layout, please let me know. Looking forward to hearing back from you. Stay safe!

mlowitz
Level 1

How do I switch back to new invoice layout?

i dont see the option to switch back  a support person asked me to click to old when trouble shooting and now I am stuck 

 

this is a new account this week 

LeizylM
QuickBooks Team

How do I switch back to new invoice layout?

Hi there, mlowitz. I'm here to help ensure you're able to switch back to the old layout for invoices in QuickBooks Online (QBO).

 

As mentioned by my colleague above, QuickBooks Online gives you the option to switch back and forth between the old and new layouts. To isolate this, let's sign in to your QBO using a private browser (incognito). There are times when the browser is already full of frequently accessed page resources (cache and cookies), causing some unusual responses.

 

Here are the keyboard shortcuts to open a private browser:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

 

Once you've login via a private window, try to switch back to the old invoice layout. 

 

  1. Select + New.
  2. Select Invoice or Estimate.
  3. Select Old layout.

 

If it works, I recommend clearing your browser's cache. Doing so will remove the historical data and access QuickBooks with a clean slate. You can also switch to a different supported browser.

 

To learn more about the new layout/experience, consider checking out this article: See what’s new with estimates and invoices in QuickBooks Online.

 

Additionally, you can check out this article if you need to personalize your sales forms in the future: 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__
Level 1

How do I switch back to new invoice layout?

Hello,

I swapped to the old layout to check out the features. Then swapped back and used the program all day. Then randomly it switched me to the old layout and will not let me switch back. Please help. The New layout was much more user-friendly and I would prefer to use it all the time. Thank you

Chris__
Level 1

How do I switch back to new invoice layout?

I agree. 

LollyNino_C
QuickBooks Team

How do I switch back to new invoice layout?

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

 

You can freely switch back from the old to the new preferences at any time. Just click Try the new invoices from the invoice window and you can continue with your business. 

 

If you are unable to see the button, let's take this to our Customer Support Team so they can investigate what's causing the issue. They can use their tools to look deeper into the system and fix this for you. 

 

Follow the steps on how to reach them: 

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?). Then, click Assistant. 
  3. Enter a brief description of your concern, and click Continue.
  4. You may choose either to Start a chat or Get a callback. 

 

Refer to this article for more information about the feature: See what’s new with estimates and invoices in QuickBooks Online.

 

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.

hendriksemarinel
Level 1

How do I switch back to new invoice layout?

I have to say, this thread is a joke! I changed one setting and it put me to the old layout and now I’m stuck as well. You read through this thread and QuickBooks literally replied with the same copy/paste 11 times. I desperately need to get back to the new version and I don’t have the option to do so when I do the whole + new invoice thing. I’ve also tried the private browsing. Can we get a solid answer here? This is obviously an issue. 

FritzF
Moderator

How do I switch back to new invoice layout?

I hear your sentiments and recognize your input, hendriksemarinel.

 

I noticed that you posted a similar question regarding this issue, and my colleague just answered the other post. In case you haven't noticed the reply, here's the link to that thread: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/i-accidently-clicked-go-to-....

 

For more tips and other resources you can use in the future, I recommend visiting our website: Self-help artiacles.

 

Please post again if you have additional questions about invoices or anything else QuickBooks. I'll be more than willing to assist. Keep safe.

soledesignco
Level 1

How do I switch back to new invoice layout?

Then why don't you guys just say that there is no way to be able to switch back.  How about possibly putting a notice if you switch to the old layout you will not be able to go back to the newer version.  This thread has been nothing but misleading and frustrating at best to try and understand.  For everyone saying hey just click the new invoice layout link, it's not there.  If you try a different browser or if you clear your cache it's still not there. 

Nerijus
Level 2

How do I switch back to new invoice layout?

hi, unfortunately, quickbooks gave me new layout to use for about 2 days, i never switched back to the old layout because its was so easy to use new layout with the payment options on the right side and new much more professional estimate/invoice look, it would be insane if quickbooks would not figure out the way of how to let old customer to use new layout. i tried 4 different browsers ios and windows, tried incognito modes, cleared browsing history, cookies, cache, nothing helped, you press on switch layout button, it shows new layout for 3 seconds and then it goes back to the old layout again, its total glitch from quickbooks and i hope they will make new update ASAP.

 

Nerijus
Level 2

How do I switch back to new invoice layout?

This does not work, please stop misleading your customers with wrong information, would be better if you accept the problematic and very frustrating glitch that QuickBooks is currently experiencing and i hope technical team is working hard to fix that asap. tied this on ios, windows and 4 different browsers.

thanks

annajo
Level 1

How do I switch back to new invoice layout?

Quickbooks tech support had me switch to Old Layout so they could try to fix some layout issues and now I can go back. Super frustrating that I was directed to go there and it has made more problems than solved.

jktcat
Level 2

How do I switch back to new invoice layout?

It is not the old look.  The field orders are different.  It's close but have a new GUI that takes up a huge portion of the screen.  Data entry is slower.  

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