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mares22
Level 1

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

Is there a way to export the information in my current qbo account to a file, set up a new one with the old settings that allow the new experience with accept decline estimate emails, import my customer, invoices, transactions, etc and start over.  This is extremely frustrating.

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Thank you for your consideration.

MirriamM
Moderator

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

Welcome to the thread, mares22.

 

You can get your data out of QuickBooks Online, like several forms, lists, and reports. And save copies of these onto your computer's hard drive. 

 

In addition, you can delete your data if you need to start fresh with a new QBO company. And if your data is less than 60 days, you can purge your account if you're using the Plus, Essentials and Advanced versions. By doing this, the system deletes all data entered into the company, and you're unable to restore or reverse them.

 

To purge the data, see the below steps:

 

  1. Log in to your QuickBooks Online account.
  2. Change the URL to include /purgecompany.
  3. Example: URL shows https://...qbo.intuit.com/app/homepage, change to: https://...qbo.intuit.com/app/purgecompany.
  4. The next screen will provide a summary of the items to be deleted.
  5. Type the word “YES” once the data gets deleted, then click OK.
  6. Click Wipe Data once your selections are complete.
  7. Once the deletion is complete, you will be rerouted to your home page.

 

However, if your books are over 60 days old, you need to cancel your account and start a new subscription. For more information about this process, read this article: Delete your data and start over in QuickBooks Online. For your visual reference, see this link: How to erase your QuickBooks Online data and start over.

 

After that, you can import your data to your new QBO account. For more details how and what you can import, see this article: Common questions about importing data to QuickBooks Online.

 

Get back to me if there's anything you need assistance with. I'm more than happy to help. Have a good day!

Ext33
Level 1

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

Hello,

 

I am also trying to get back to the new invoice experience, i tried chat support but and changed a few different settings but cannot get the “ try the new invoices” button to come up. Is there anything that can be done about this?

ZackE
Moderator

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

Thanks for joining the Community and getting involved with this thread, Ext33.

 

Intuit's currently in the process of releasing a new invoice layout. Once our update occurs, you'll be able to use the new experience automatically.

 

You can check which experience you currently have from your invoice creation screen.

 

Here's how:
 

  1. Use the + New button.
  2. Select Invoice.
  3. If the word "NEW" is displayed next to your form title at the top-left, you're presently using the new layout.

 

In the event the term isn't present next to your form's title, it means you're on the current experience. You'll be able to use the new experience once Intuit releases an update that enables the new layout for your account.

 

I can certainly understand how an option to switch to the new experience could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

I've also included a detailed resource about the new invoice layout which may come in handy moving forward: See what’s new with estimates & invoices

 

Please don't hesitate to send a reply if there's any additional questions. Have a wonderful Monday!

amardiamondsandjewelry
Level 1

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

This rollout is so bad...I've spent hours going back and forth with customer service about this.  To get access to the new invoices, they ask me to create a new account, backup all of my data and move it over.  What a joke.  I actually created a new account, which has the new invoices.  Luckily I didn't migrate all of my data over because after a couple days it reverted back to the old style of estimate without a way to revert it back to the new one.  Such a joke...

MrE23
Level 2

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

I have had the same issue with getting stuck in the old layout. I have called QB and even had two supervisors attempt to repair with no resolution. They told me I have to work with what I have for now until their engineers fix the issue. Unfortunately they have not given me a timeframe. This old layout feels very outdated and has too many limitations.

 

I called again today and the Rep told me that everyone by the end of 2023 will be migrated over. I'm hoping it does if not I'm jumping ship to Xero. 

MrE23
Level 2

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

I'm the same boat. I have made several calls and none have been able to help. One of them told me I can't migrate my data unless I have the Advanced plan. That's nuts! A huge company like QB should have had a fix already instead of pushing clients back to the old legacy layout. 

 

I just called today and the Rep told me all accounts will be migrated to the New Experience by the end of December. 

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