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marbois-countsy-
Level 1

Can we revert back to the old invoice format that shows billing/bank information. The invoice was updated and the new format does not show the bank information anymore

 
1 Comment 1
AileneA
Moderator

Can we revert back to the old invoice format that shows billing/bank information. The invoice was updated and the new format does not show the bank information anymore

I can see how the new invoice layout affects your experience using QuickBooks, Marbois. Allow me to provide additional insights about this matter.

 

At QuickBooks, we strive to make our product user-friendly and tailored to meet the diverse needs of businesses to improve productivity. Starting May 6, 2024, all Plus and Advanced users will be seamlessly transitioned to our new interface with no option to change back to the previous layout.

 

Also, all users will be on the new invoicing experience before the end of May. This update is designed to enhance productivity and streamline user workflow. Rest assured, we're committed to providing you with the best invoicing experience possible.  

 

To help you familiarize yourself with the exciting update and discover its benefits, I highly recommend checking out our informative article titled: See what's new with estimates and invoices in QuickBooks Online. This resource provides valuable insights into the latest features and enhancements to enhance your invoicing experience.

 

Furthermore, to help personalize your sales forms to meet the unique needs of your customers and business. I recommend checking out our helpful resource titled: Customize invoices, estimates, and sales receipts. This article will guide you with step-by-step instructions on how to customize your sales forms, allowing you to add specific information that matters most to your customers and aligns with your business requirements. 

 

If you have any questions or need assistance during this transition to the new layout, I'm here to help. Have a great day!

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