Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
IhateQKB
Level 1

Why do some companies get updated while others do not? Online

We have two companies, one in WI and one in IL. 

One of my QBooks has updated invoice forms/layouts (updated about 8 months ago) and the other does not. When I called into QBooks for help with this about 8 months ago (because it looks stupid to send vastly different looking invoices to customers), I was told that updates just roll out at different times... here we are 8 months later and the invoice layout updates have still not come through on our second company, yet now we have another update. The dashboard has a bunch of widgets and things which seems helpful, yet the second company does not have this update so now we have different navigation systems depending on a state borderline?!

 

The companies are paid for by the same account. It's getting harder and harder to stay organized and look like a cohesive company when Qbooks doesn't roll out the same updates to every customer. What states get updates? What states don't get updates? Why? Why is there a difference between WI and IL? Our offices are 50 miles apart yet we can't have matching invoices, just because qbooks says so?! Just needed to vent because this is really annoying. I'm sure there is no fix or solution for this. I have reached out to customer support and continue to get "we don't know and we'll basically never know or be able to tell you" as an answer. 

8 Comments 8
jenop2
QuickBooks Team

Why do some companies get updated while others do not? Online

We appreciate your perspective and viewpoint regarding the phased update rollouts for QuickBooks Online, customer. Your feedback on this matter is extremely valuable to us.

 

As shared by the support person, updates to existing features within QBO are strategically introduced in stages to:

 

  1. Minimize the potential for disruptions during the transition period.
  2. Allow the product team to gather user feedback and address any concerns.
  3. Gradually adapt users to new functionalities and monitor their experiences with changes.

 

The redesigned invoice layout was initially rolled out towards the end of August last year and is still being applied to QBO accounts in phases. 

 

I'd also like to clarify that the rollout isn't influenced by geographical location. It primarily depends on the account creation sequence within the QuickBooks system. This is why the first company already has the updated layout even if both accounts share the same billing info. 

 

Apart from sharing your ideas within the community, you can directly convey your feedback and submit feature requests to the engineering team through your QBO account. Here's how:

 

  1. Go to the Gear or Settings icon and select Feedback.
  2. Enter your comments or product suggestions. 
  3. Click Next to submit feedback.

 

Through this, your feedback will be sent directly to QuickBooks' Product Development team. 

 

Feel free to check out these articles as well for additional guidance and resources when adding details to your sales transactions:

 

 

We appreciate your input and thanks for dropping by the Community, customer. Don't hesitate to reach out to us again if you need anything else.  

 

 

IhateQKB
Level 1

Why do some companies get updated while others do not? Online

Thanks for sharing, this is near verbatim the response I received over the phone, although they said it was geographical. Sequential account set-up roll-outs make even less sense since these companies were created at the same time, but regardless, it's a frustrating 'system'. As you mentioned, it's been about 8 months since the invoice roll-out and with the latest dashboard layout, i'm not hopeful our accounts will ever look similar again. It becomes increasingly difficult to train employees on how to use this software when it does not match across the board, and it's frustrating after reading your response, that engineering or whoever can't simply 'turn on' an update when customers have multiple companies. Unfortunately, this continued mis-match of software and poor customer service is leading me to evaluate other accounting software solutions and I believe we'll be making the switch to Xero. 

 

Thanks for a good 12 years, Quickbooks, but we cannot continue to work with chaotic and uninformed updates that affect workflow. 

yaks2much4u
Level 1

Why do some companies get updated while others do not? Online

Did they ever get this fixed for you? We also have 2 companies and I have noticed that one company has nicer newer formatted invoice and purchase order forms and the other company doesn't. It is very annoying and doesn't make sense to me because both companies have the same version of online quickbooks.

RoseJillB
QuickBooks Team

Why do some companies get updated while others do not? Online

Hi there,

 

I noticed you posted a similar concern on the forum regarding a different form interface in another QuickBooks account.

 

A colleague has already responded to that post. If you haven’t seen their reply yet, you can view it here: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-purchase-order-issues/01/157399....

 

Feel free to reach out to the Community anytime with questions or concerns about QuickBooks. We’re here to assist you.

yaks2much4u
Level 1

Why do some companies get updated while others do not? Online

Is there any way I can requested my company's software version to be updated? as you can see from the post I commented on this was also happening to her over a year ago and obviously it still hasn't been resolved because its happening to me too.

Kurt_M
QuickBooks Team

Why do some companies get updated while others do not? Online

Intuit is rolling out this update in batches. Soon, all company files will use the latest interface. We'll explain why some of your QuickBooks Online (QBO) accounts still use the old interface.

Improvements to features, the interface, and the system are made gradually. This gives users more time to finish their tasks using their preferred interface before it's updated to the latest version. Rest assured, once your company file is added to the next batch, you'll be able to use the new design and features in QBO.

 

You can also check this page to learn more about the changes: https://quickbooks.intuit.com/au/blog/product-update/quickbooks-new-interface-updates-faqs/
 

If you have other questions about QuickBooks or need assistance accomplishing a task inside the program, please don’t hesitate to revisit this thread. We’ll gladly extend a helping hand to ensure your inquiries are resolved.

yaks2much4u
Level 1

Why do some companies get updated while others do not? Online

I do have that new desktop when I log in. I think it updated to that a couple weeks ago so shouldn’t I have the new forms? Is there a way to upload new invoice templates to use? Maybe I can find a template online to use.

MariaSoledadG
QuickBooks Team

Why do some companies get updated while others do not? Online

It's great to know that you already have the new QuickBooks interface, Yaks2much.

 

When you mention new forms, are you referring to sales forms such invoice templates? If that's the case, you can create and customize your forms while creating them. You have several options for personalization including: 

 

  • Adding additional fields to display on your forms
  • Modifying the contents of a form’s tables
  • Uploading your company logo and contact info
  • Adjusting the colors, font, and layout

 

While uploading a new template is unavailable, you can create a custom template by clicking the Design dropdown and select the template you want to use. I've added these steps for you:

 

  1. Navigate to the Gear icon and then Custom form styles.
  2. Click New Style and pick Invoice.
  3. Under Design, select the Dive in with a template option to use your preferred template. 
  4. Click Done.

 

If you have any questions about customizing or working with your invoice template, feel free to let me know. I'm here happy to assist you and make sure everything suits your needs perfectly.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us