"New" Invoices and using Old Templates - Unable to remove fields/data

@bvstone   RE: Maybe if I clear my cache and use incognito mode it would be fixed. 

I think the only real fix for QuickBooks Online is to use QuickBooks Desktop, which is actually somewhat useful and is real accounting software.

I wish I could make your experience better, @bvstone.

I'm saddened to hear that you've been having trouble with the latest invoice layout. The newest update of QuickBooks Online will highlight moving customers from using the old invoice experience to the new invoice experience.

Currently, QuickBooks is transitioning customers to a new invoice layout format across their web and mobile platforms. While this new layout offers improvements, some features in the previous format may no longer be accessible. This includes the shipping-related fields, such as Ship via, Ship Date, and Tracking no. field. 

Since you still have the option to switch back from the old invoice format, you can still use it. However, there will be a possibility that you cannot switch back to the new invoice experience again. 

To improve your experience using QuickBooks Online, you can give feedback to our Product Engineer so they will know what to do or adjust in the following updates of QBO. To do so, here's how:

1. Click on the Gear icon. 
2. In the Profile section, select Feedback.
3. Write your comments and product suggestions.
4. Click Next to submit.

If you want to personalize and customize your own and your customer's invoices, estimates, and sales receipt in QuickBooks Online, you can read and check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

If you still have an issue regarding the layout of invoices, feel free to leave a comment below. The Community is always here to help you.

@SheandL  RE: While this new layout offers improvements, some features in the previous format may no longer be accessible.

Some features? That appears to be a huge understatement.

What are the improvements? I haven't seen a list, nor can I tell what they are by using the new format.

@BigRedConsulting 

Agreed, but since they won't let us have the data to easily switch back, I think we're screwed.

I will say there are a couple nice things in QBO that I don't mind.  Filing tax forms for state and federal, sales tax calcs and filing... but that's about it.  This last invoice update added at least 5 steps to me generating an invoice now.

@SheandL 

You misunderstand.. again.. no surprise.

I am using the new invoice system.

I am using an old template.

The old template, when printed or saved as PDF, retains the fields are removed from the NEW invoice system, and there is NO WAY to remove them.

So, my choices are (while using the new invoice "experience"):

1.  Use the new invoice template and have terrible looking invoices and no customization available for it, and again confuse my customers because the invoice template changed again.

OR

2.  Use one of the old invoice templates I created, but have fields with data on them that is confusing to the customer.

Make sense?  Both are terrible choices.  And you didn't add any new features to invoicing.  You removed a bunch:

- editing bill to/ship to address

- subtotals (which lets be honest, didn't work that great since they didn't know how to exclude prior discounts)

- removing the item description from the pop up when keying them in

- removing the option to save as PDF and have it auto name it Invoice xxxxx.pdf

- removing the option to remember your choices on save, exit, etc.

There is more.

And yes, I've hit that suggestion box 100s of times.  Would be nice to be able to track them and see progress... but there is none, so that wouldn't really help.

I'd challenge intuit to let people alpha and beta test changes next time.  Not just make some odd non-business like decisions in the back room because either the coders aren't that good, or the people making the decisions has zero experience with accounting software.

I'll try incognito mode one more time.  Maybe that will help.

(Sorry to be hard on you, I know it's not you making the choices or doing the coding)...

And of course no reply once you get past what seems like their AI answers.  

I think it should be renamed ANI... Artificial NON intelligence.  

I have QuickBooks desktop and I am going crazy trying to get my old template back and forget about creating a new one!  Nothing works I cannot even change the font!

I recognize the importance of having the old invoice templates and creating a new one using QuickBooks Desktop (QBDT). Let's work together to find those old invoices in QBDT.

First, let's track down your old invoice templates by following the steps below. Here's how:

1. Go to Lists, then click Templates.
   
   
2. A new window will pop up where you can find your old invoice templates.
3. If you wish to create a new one, hit the dropdown arrow beside the Templates.
   
   
4. Select New and choose Invoice, then OK.
   
   
5. Customize everything according to your preference.
6. You can also change the font of your Title, Company Name, Company Address, and Labels by clicking the Change Font button.
7. Once done, hit OK.

If you can't still find your old invoice template, or change the font on your invoice, let's use the Verify and Rebuild Data tools. This helps resolve common issues in your company file that can prevent you from finding your old invoice templates in QuickBooks Desktop (QBDT). I recommended running it three times to enhance data integrity.

Before we proceed, ensure to create a backup copy of your company file to prevent potential losses due to unforeseen circumstances.

To verify, here's how:

1. Proceed to the Window tab, then Close All. 
2. Click on File and select Utilities.
3. Choose Verify Data. Hit OK. 

Next, follow these steps to rebuild your company data:

1. Go to the File menu, then choose Utilities.
2. Select Rebuild Data. QuickBooks will prompt you to do a backup before rebuilding your company file. Pick OK.
3. Save your backup, and OK. 
4. When the Rebuild has completed message appears, hit OK. 

Moreover, I'm adding this article as your reference in recording invoice payments using QBDT: Record an invoice payment.

I welcome you to use the Reply button for additional questions or concerns about your invoice templates in QBDT. I'll be here to lend a hand and ensure a satisfying experience with our software. Together, we can achieve great things for your business!