How do I undo the update that happened on October 6 or 7 2023?

Hello, @miriamdecock 

We're here to help you get back to your business. I'd like to clarify what feature from the previous QuickBooks Online update are you referring to?
 

We're very much looking forward to receiving more information about the updates that you wish to receive. Take care!

All of the “features” that were included in the previous update. I can no longer print invoices from my phone; the new invoicing system is not nearly as streamlined as it previously was; I do NOT want the button prompting online payment to be in the emails when I send invoices via email. I want the previous version of quickbooks back. And there needs to be an option to NOT accept updates; we run a small business and don’t have time to relearn quick books every time there is a forced update or “improvements” with a program that is already working just fine. 

I agree.  Every time there is an update, QB takes away all the features that I need.  I need to be able to print a packing slip (something without pricing.)  The "batch actions" has it listed but it is highlighted showing that I can't use it.  I need for the updates to leave things alone!  Small business owners do not have time to figure out what QB did wrong, took away and how to fix it.  

Agreed!! I need to be able to convert part of an estimate (percentage or dollar amount) and I can't now. Makes it difficult for small businesses to relearn this crap.

Hi there, @miriamdecock, @Connorj, and @Watersedgeelec.

I appreciate you for clarifying your concerns in detail. I understand that software updates can change the way certain features work, and may leave users, like you, with a different experience than before.

Firstly, there is an ongoing investigation on the inability to print invoices using the mobile app. Don't worry, our engineering team is dedicated to finding a resolution for this matter. In the meantime, I suggest contacting our phone or chat support to be added to the affected users list. To be notified of the updates through email, you can provide this investigation number (INV-92024) for easy tracking.

Additionally, I suggest sending feedback to improve your experience with the QBO mobile app. Our developers will read your inputs and consider them for future improvements in the program. Here's how to do it in the app:

1. Tap the Menu icon.
2. Click the Gear icon on the top left corner.
3. Scroll down and press Feedback under the Help section.
4. Enter your comments and product suggestions.
5. Click Send feedback.

For more details on the new estimates and invoices, feel free to read this article: See what's new with estimates and invoices in QuickBooks Online.

When you're ready to receive payments in QBO, you can check this article out: Record invoice payments in QuickBooks Online.

Keep in touch if you have other concerns about the changes in the QuickBooks mobile app. I'll be around to assist you further.

I have a question for Intuit. Do any of the 'developers' actually use QB online or desktop? I mean really use it. Have a test business and really run it for a few months in QB. It's like they play with it to 'make it better', like they need something to do with their time. Every time we use QB Payroll on line it's like a choose your own adventure trying to see where they moved a button, or highlighted/darkened something. Just reading these comments show that these engineers don't work with the product, they just build it.

What happened to converting  / Applying Expenses to open bills and Presto, we have a  bill payment option? - is this a Subscription level thing?

Also, matching items from the bank feeds to multiple open bills causes vendor view to look as though multiple payments were made rather than 1 payment applied to multiple bills. 

This is Not an improvement - is there a way to revert our QBO Plus Subscription back to Sept 2023 "AKA,  functional?

I am a bookkeeper across multiple, 20 +, companies since 2008. 99% are QBO Plus subscriptions and 50% are plunged into other applications for Project Management .. not every file has been "upgraded".  Mind you, I'm using the term "Upgraded" very loosely, it is not how I feel about it.

We've had the option of switching to "Classic View" on some things, thank you for that. I assume QBO is monitoring how OFTEN we take advantage of the "Classic View" option.  

NOT having the option to roll back to Previous Functioning versions?  Surly this can't be real .. please say its not real.

My team, my clients, and I have processes in place that are dependent upon the forementioned basic QBO, and all other online financial accounting software(s), basic functionality. It has been working beautifully for years. We've tolerated the superficial UI visual changes .. i.e, moving menus, changing how search and reports look .. but the October 2023 forced .. whatever, is a huge downgrade in basic functionality. 

Question: Is this "Upgrade" final or is there a way to reestablish the perfectly reasonable, useful, PRACTICAL functions we just lost?

Hello there, Robin.

I appreciate you sharing your experience on the recent updates on QuickBooks Online (QBO). I understand that software updates can alter the functionality of certain features, potentially resulting in a different experience for users like yourself. 

All subscriptions of QBO offer the feature to apply expenses to open bills. To do this, you need to select the Accounts Payable account for the transactions. Here is a workaround you can follow. Also, bill payment is the same as pay bills.

Create an expense:

1. Go to the + New button.
2. Select Expense.
3. Choose the Payee. A tab will appear on the right side for the bill you need to pay.
4. Under the Category details, select Accounts Payable (A/P) for the CATEGORY.
5. Make sure to put the amount you need to pay for the open bill.
6. Click Save and close.

Apply the expense to the open bill:

1. Go to the + New button.
2. Select Pay bills.
3. Under the Payee column, locate the vendor.
4. Tick the box of the vendor with the correct open balance.
5. Click Save. And wait for a prompt saying the bill is paid.

Additionally, there is no option to revert to the older versions, I suggest submitting feedback directly to our product engineers. They're responsible for deciding which features will be added in the future.

To send your request:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Tap Next to submit.

Furthermore, updates are internal changes, and we're unable to confirm if these are permanent since our product engineers implement updates based on user feedback.

I've attached a helpful article on how to track bills and record the payments: Enter and manage bills and bill payments in QuickBooks Online.

If you have any further questions about this matter, please don't hesitate to reach out to us. Stay safe.

Hello there JanbonN, 

I am glad you appreciate us sharing our experience on the recent updates on QuickBooks Online (QBO). 

I also understand that software updates can alter the functionality of certain features, potentially resulting in a different experience for users like yourself.  - This is Not just different - For our team it means .. See below

1. Client or team member enters a Check from the bank Feed to Uncategorized Expense 

1. We email client re “Uncategorized expense” asking them to clarify - 
2. Client returns 2 invoices totaling 1,400.00 from the vendor to enter as bills and apply the payment to and the balance is a credit toward the vendors next billing. 

Like this - No images allowed - screen shots available upon request. 

1. We click open the cleared “Check: and the open bill(s) panel opens -  (note the check # is missing? and the blue link is gone - the date is still the same and the date the check cleared) -  No images allowed - screen shots available upon request. 

1. We add bills to the Cleared Check to close -   Note: this should Close the bills and leave a $100.00 overpaid balance to apply to the next bill  - for some reason the Blue link is gone too? We are editing an ALREADY cleared check .. right? Also the Check # has changed? - And the Payment Date - This is Not how things have worked since at least 2015 .. and it is NOT helpful -  No images allowed - screen shots available upon request. 

1. Here’s where we end up -  No images allowed - screen shots available upon request. 

Note:  

The only way to fix this is to “Delete” the cleared check, and Match the check to open bills from the Feed via Find Match .. ? 

But wait … there are 2 invoices being paid. - Dang - the difference will look weird, but let’s try it. 

Ok, so it doesn't show up as a Credit - that won't hurt - we can apply to the next by converting from Expense to bill payment Right? But why do we have 2 bill payment checks and the Check # is missing ?????

Just add the check # again .. and create a duplicate instead of 1 check #2540 totaling $1,500.00 and applied to two bills? 

Ok, it’s a few weeks later, we have the 3rd bill from the vendor. Time to apply the unapplied $100.00. We enter the bill -

Now we click Mark as Paid - Nope .. that doesn't wok .. sadly it never has .. but whatever .. I’m on a roll  clicking cancel - I’ll just apply the Expense to close the bill. 

K, I click the expense - the Add Bill shows up - the link is Still there! Woot time to add the bill - 

We click Add  … What the heck? The check # changes, the link is gone ..We’ve created a new Bill payment ? Why?  -  No images allowed - screen shots available upon request. 

Cancel .. Retreat .. go Back!!! None of what has been working for many years, is working now.  - I am not feeling very "Upgraded"

Say this client did not get back to us regarding the Expense Check Details until AFTER the account was reconciled?  - Our opening balance is off  - and we have 2 checks # 2450 @ $700.00 and the $100.00 is a check numberless Expense -  

As of October 2023 - We work through this by - Deleting the Bill Payment across 2 open bills and that is now recorded as 2 bill payments with the same check # - i.e., we get to delete 2 cleared bill payments and an Expense to get check # 2540 $1,500.00 back into the feed so we can REDO - This time We’re going to Create a Bill Payment! 

This looks like it should - -  No images allowed - screen shots available upon request. 

And the Unapplied portion of the overpayment looks like it can be applied - let’s double check - 

We click the open bill and the Mark as paid button - Ha .. almost - the unapplied applies but the system tries to add a new check # - fine we back out the check #  bill payment # 

This worked  .. but if all this takes this long moving forward and our recons require Re-Reconning .. sheesh. Why on earth would you consider this an “Upgrade” ? 

Now - I’m ready to try this the New QBO way 

All subscriptions of QBO offer the feature to apply expenses to open bills. To do this, you need to select the Accounts Payable account for the transactions. Here is a workaround you can follow. Also, bill payment is the same as pay bills.

Right here is where it starts - We Already have the Bill Payment check in the Register - 

#’s 2540 @ $1,500.00 and no bills to apply it to - 

Create an expense:

So rather than accepting a check from the Register, we need to Create an expense to add a check, that is at this point, an “Uncategorized expense”. 

 Note: We often do not know who the check was written to or what the check was for - Not all banks allow View only access for bookkeepers and accountants … 

Go to the + New button. -  Done

Select Expense.  - Done

Choose the Payee. A tab will appear on the right side for the bill you need to pay. 

- there is none - we don’t yet know who the check was written to OR what the check was for - 

Under the Category details, select Accounts Payable (A/P) for the CATEGORY. - Done

Make sure to put the amount you need to pay for the open bill. - This is not a thing that is possible at this point.

Click Save and close. - Done 

Apply the expense to the open bill: Again, not a thing that is possible at this point. 

Go to the + New button.

Select Pay bills. Again, not a thing that is possible .. there is No BILL yet.

Under the Payee column, locate the vendor. - the Mystery Vendor? 

Tick the box of the vendor with the correct open balance.- there is No BILL

Click Save. And wait for a prompt saying the bill is paid. - N/A

Good news! Entering as “Accounts Payable” does allow us to return and Apply a rouge check Credit card charge or ACH payment … to a bill once it is entered - 

However, part of how we make our living is by performing “cleanup bookkeeping” for clients who have entered rouge bank feed items to as, Unapplied Bill Payments, or Uncategorized Expenses or whatever expense type a particular vendor has been historically allocated to. 

Now, as we move through the clean up process - I suppose we change the expense type(s) to Accounts Payable for items that have bills entered after the fact as we go. 

Still a pain in the butt, Not an “Upgrade”. 

Additionally, there is no option to revert to the older versions -  That stinks

I suggest submitting feedback directly to our product engineers. They're responsible for deciding which features will be added in the future. - Yup … see above

To send your request:

Go to the Gear icon. - Done

Select Feedback.- Done

Enter your comments or product suggestions. - Done

Tap Next to submit. - Done

Furthermore, updates are internal changes, and we're unable to confirm if these are permanent since our product engineers implement updates based on user feedback. - Got it.

Thank you for listening.

Hello there JanbonN, 

I am glad you appreciate us sharing our experience on the recent updates on QuickBooks Online (QBO). 

I also understand that software updates can alter the functionality of certain features, potentially resulting in a different experience for users like yourself.  - This is Not just different - For our team it means . See below - 

1. Client or team member enters a Check from the bank Feed to Uncategorized Expense 
2. We email client re “Uncategorized expense” asking them to clarify - 
3. Client returns 2 invoices totaling 1,400.00 from the vendor to enter as bills and apply the payment to and the balance is a credit toward the vendors next billing. 

Like this - No images allowed in post - see attached document - 

1. We click open the cleared “Check: and the open bill(s) panel opens -  (note the check # is missing? and the blue link is gone - the date is still the same and the date the check cleared) 
2. We add bills to the Cleared Check to close -   Note: this should Close the bills and leave a $100.00 overpaid balance to apply to the next bill  - for some reason the Blue link is gone too? We are editing an ALREADY cleared check .. right? Also the Check # has changed? - And the Payment Date - This is NOT how things have worked since at least 2015 .. and it is NOT helpful
3. Here’s where we end up -  No images allowed in post - see attached document - 

The only way to fix this is to “Delete” the cleared check, and Match the check to open bills from the Feed via Find Match .. ? 

But wait … there are 2 invoices being paid. - Dang - the difference will look weird, but let’s try it. 

Ok, so it doesn't show up as a Credit - that won't hurt - we can apply to the next by converting from Expense to bill payment Right? But why do we have 2 bill payment checks and the Check # is missing ?????

Just add the check # again .. and create a duplicate instead of 1 check #2540 totaling $1,500.00 and applied to two bills? 

Ok, it’s a few weeks later, we have the 3rd bill from the vendor. Time to apply the unapplied $100.00. We enter the bill -  - No images allowed in post - see attached document - 

Now we click Mark as paid - Nope .. that doesn't wok .. sadly it never has .. but whatever .. I’m on a roll  clicking cancel - I’ll just apply the Expense to close the bill. 

- No images allowed in post - see attached document - 

K, I click the expense - the Add Bill shows up - the link is Still there! Woot time to add the bill - 

We click Add  … What the heck? The check # changes, the link is gone ..We’ve created a new Bill payment ? Why? 

Cancel .. Retreat .. go Back!!! None of this that has been working for many years, is working now. 

Say this client did not get back to us regarding the Expense Check Details until AFTER the account was reconciled?  - Our opening balance is off  - and we have 2 checks # 2450 @ $700.00 and the $100.00 is a check numberless Expense -  

As of October 2023 - We work through this by - Deleting the Bill Payment across 2 open bills and that is now recorded as 2 bill payments with the same check # - i.e., we get to delete 2 cleared bill payments and an Expense to get check # 2540 $1,500.00 back into the feed so we can REDO - This time We’re going to Create a Bill Payment! -  No images allowed - screen shots are in the document attached

This looks like it should - - No images allowed in post - see attached document - 

And the Unapplied portion of the overpayment looks like it can be applied - let’s double check - 

We click the open bill and the Mark as paid button - Ha .. almost - the unapplied applies but the system tries to add a new check # - fine we back out the check #  bill payment # 

-  No images allowed - screen shots are in the document attached

This worked  .. but if all this takes this long moving forward and our reconciled accounts require Re-Reconciling .. sheesh. Why on earth would you consider this an “Upgrade” ? 

Now - I’m ready to try this the New QBO way 

All subscriptions of QBO offer the feature to apply expenses to open bills. To do this, you need to select the Accounts Payable account for the transactions. Here is a workaround you can follow. Also, bill payment is the same as pay bills.

Right here is where it starts - We Already have the Bill Payment check in the Register - 

#’s 2540 @ $1,500.00 and no bills to apply it to - 

Create an expense:

So rather than accepting a check from the Register, we need to Create an expense to add a check, that is at this point, an “Uncategorized expense”. 

 We often do not know who the check was written to or what the check was for - Not all banks allow View only access for bookkeepers and accountants … 

Go to the + New button. -  Done

Select Expense.  - Done

Choose the Payee. A tab will appear on the right side for the bill you need to pay. 

- there is none - we don’t yet know who the check was written to OR what the check was for - 

Under the Category details, select Accounts Payable (A/P) for the CATEGORY. - Done

Make sure to put the amount you need to pay for the open bill. - This is not a thing that is possible at this point.

-  No images allowed - screen shots are in the document attached

Click Save and close. - Done 

Apply the expense to the open bill: Again, not a thing that is possible at this point. 

Go to the + New button.

Select Pay bills. Again, not a thing that is possible .. there is No BILL yet.

Under the Payee column, locate the vendor. - the Mystery Vendor? 

Tick the box of the vendor with the correct open balance.- there is No BILL

Click Save. And wait for a prompt saying the bill is paid. - N/A

Good news! Entering as “Accounts Payable” does allow us to return and Apply a rouge check Credit card charge or ACH payment … to a bill once it is entered - 

However, part of how we make our living is by performing “cleanup bookkeeping” for clients who have entered rouge bank feed items to as, Unapplied Bill Payments, or Uncategorized Expenses or whatever expense type a particular vendor has been historically allocated to. 

Now, as we move through the clean up process - I suppose we change the expense type(s) to Accounts Payable for items that have bills entered after the fact as we go. 

Still a pain in the butt, Not an “Upgrade”. 

Additionally, there is no option to revert to the older versions -  That stinks

I suggest submitting feedback directly to our product engineers. They're responsible for deciding which features will be added in the future. - Yup … see above

To send your request:

Go to the Gear icon. - Done

Select Feedback.- Done

Enter your comments or product suggestions. - Done

Tap Next to submit. - working on this

Note: - No images allowed in post - see attached document - 

Furthermore, updates are internal changes, and we're unable to confirm if these are permanent since our product engineers implement updates based on user feedback. - Got it.

I have not been able to enter an expense or write a check since update happened!! This is not okay. When will this issue be fixed? All i get when I call is this issue is on the priority list, but no one will keep me updated as what / when this issue will be fixed. I need these features for my business. This is going on 3 weeks!! 

I can see the importance of being able to create an expense to track and stay on top of what is spent, GR32.

The update is not the cause of the issue. Rather, we do this to repair and fix security holes. Aside from that, updates can add new features and will never remove one from the software. 

At the moment, this is an ongoing issue identified as INV-88147. However, there's nothing to worry about since our engineers are working to get this fixed as soon as possible.

I still recommend reaching out to our support team so they will be informed that you're one of the affected users. And that, be able to receive updates once the issue is already fixed.

Meanwhile, ensure to set the Show items table on expense and purchase order form as a workaround. Check out the screenshot for reference:

Furthermore, learn how to customize different kinds of expense reports in QuickBooks Online (QBO). This is important so you can take control of what data shows on your end. I've got this great resource for more information: Customize Reports In QuickBooks Online.

Let me know if you have any questions when entering expenses. I'll be sure to help. Have a great day!

I was told by the support team that this issue was due to the last update (October 6th). I am aware of the INV-88149 as I am on the list. It's just been going on 3 weeks now and nothing has changed. I have tried everything that I have been given to try and it does nothing. I am not able to enter an expense or write a check. I understand this issue is being worked on but in the meantime, I cannot use these features that I need. As a paying customer it is very frustrating. I need the option of removing the update that you did the first of October until you can fix your issues as I cannot complete my work. 

It crashes every single time I use look at an invoice. It has become completely unusable. It went from nearly perfect to crap. I hate the new invoice and estimate format. I have to write a run on sentence In my “Labor” description rather than bullet points as before.

Hi there, Michael.

I recognize the challenge that you encountered while utilizing the new invoice format.

In the meantime, let's perform some basic troubleshooting to identify if this is a browser-related concern. 

To start, access the new invoice format in the QBO Test Account. If the invoice operates well, I recommend logging in to a private browser. Here are the shortcut keys for these browsers:

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

Then, access your invoice. If this works, clear the cache of your regular browser to remove accumulated data. Please note that you can exclude the Password and other sign-in data in the Advanced section when clearing the cache. You might be used to logging into your account without typing your passwords.

On top of that, I recommend Sending Direct Feedback about your thoughts on the new invoice format.

If you need help recording your invoice payments, we can take a look at this article as a guide: Record invoice payments in QuickBooks Online.

You can always get back to me here if you have any other questions about estimates and invoices. I'll be around to lend a hand. Stay safe!

I thought all these changes just sucked for the accountants that use your product, but apparently, your development team doesn't actually to talk to users, small business owners OR the accountants that come behind them. 

All of these changes MAKE THINGS HARDER. The only "improvement" I've seen is the zoom button, but even that leave something to be desired because it's platform wide and not screen specific and you don't have a custom zoom option. I'm not opposed to change, IF IT MAKES THINGS BETTER. Every UI update you have rolled out makes things harder. More mouse clicks, confusing menus, collapsed reports, screens where fields have to be adjusted to read the contents. Things that spin out or lock up the entire application. 

Can someone from your company explain how they are integrating and responding to the ton of negative feedback and what they are doing to address the problems created by your "improvements"? I really am dying to know what the plans are since this project is obviously a complete disaster for your customers' point of view.

I hear your sentiments and understand the relevance of utilizing QuickBooks efficiently, jhemphillcpa. 

We genuinely don't want you to face any inconvenience because ensuring your seamless experience with QuickBooks is our utmost priority. We are actively seeking feedback and suggestions about the new QuickBooks experience, and we encourage you to share your comments with our product developers. Your feedback plays a crucial role in guiding our Product Development team's decisions on prioritizing features for upcoming updates. Here's how you can get involved:

1. Click the Gear icon, then select Feedback.
2. Type in your feature request.
3. Click Next to submit.

You'll want to personalize the data in your sales forms moving forward. Refer to this article:  Customize invoices, estimates, and sales receipts in QuickBooks Online. 

We welcome you to return at any time by clicking the Reply button or posting in our forum if you have further concerns with other QuickBooks challenges. The Community is always ready to lend a helping hand.

Very non-answer answer. I have used the feedback gear but I am seriously asking because it doesn't seem like, based on the feedback here that I've been reading and the continual dis-improvements, that there are no plans to stop making changes that make the product less functional. Is the goal to trash your product with these updates that make the user experience worse? Is anyone with decision  making authority actually seeing the feedback?

I hear you! I'm still waiting to see if they ever fix the A/R Summary Report. Before some upgrade one could just hover the mouse over the column and it would alphabetize the name column. No longer. One now has to literally export the report to, in my case Numbers, and spend time creating and formatting and entirely new report. I believe that the engineers are not QB users and they really just look for things to do to justify their employment. Every comment reply from QB I have been reading states that the tech team is reviewing and investigating...but not doing anything about anything.

I'm sure as an employee you are doing your best to replay to questions. However, are you a member of the Product Development Team? If not, perhaps you can suggest to upper management that a member of the Product Development Team and the technical department come on to this forum and address some of these issues.

I don't use the QB ON-LINE version, but recently upgraded to the QuickBooks Premier Plus Edition 2023.  My IT guy also installed the new upgrades but wish he hadn't as I used to be able to e-mail an Invoice or Balance Summary and it would show it as an attachment that I could "SAVE AS" a pdf document, and I could re-name it to fit my file criteria.  Now that option is missing, and I now have to print the Invoice or Balance Summary, scan it and then save it as a pdf file...very user unfriendly and time consuming!!!

How I can restore my QB to the version BEFORE the upgrade?

I don't use the QB ON-LINE version, but recently upgraded to the QuickBooks Premier Plus Edition 2023.  My IT guy also installed the new upgrades but wish he hadn't as I used to be able to e-mail an Invoice or Balance Summary and it would show it as an attachment that I could "SAVE AS" a pdf document, and I could re-name it to fit my file criteria.  Now that option is missing, and I now have to print the Invoice or Balance Summary, scan it and then save it as a pdf file...very user unfriendly and time consuming!!!

How can I restore my QB to the version BEFORE the upgrade?

Thank you for joining us here and for raising your question about reversing QuickBooks updates, Melody. I would have felt the same if one of the key features was no longer available in the software. 

Once an update is installed, we're unable to switch it back to a previous version. Updates permanently update the software files.

However, the functionality to save a PDF attachment when emailing reports and transactions is still available in QuickBooks Desktop 2023 and newer versions.

Please be aware that this option is only accessible if you are using the Web Mail option. It's possible that the settings may have been unintentionally changed to QuickBooks Email, which does not offer the same option.

Here are the steps to switch your preferences back to the previous configuration so you can enable PDF saving again:

1. Go to the Edit menu and select Preferences.
2. Look for Send Forms and proceed to the My Preferences tab.
3. Select QuickBooks E-mail under the Send E-mail Using section.
4. Click OK.

With Web Mail chosen, QuickBooks will once again automatically attach a PDF when you email out reports. 

Allow me to share these articles in case you run into issues when saving, printing, or emailing data as PDF documents in QuickBooks: 

• Fix PDF And Print Problems With QuickBooks Desktop
• Save QuickBooks Desktop PDF In Legal Size, Landscape, Or Portrait Orientation

Please don't hesitate to return here and ask any additional questions if you require further assistance with QuickBooks, Melody. We are always available to provide support and offer guidance whenever you need it.