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K
kitzy
February 2, 2023
Question

How do I get the "new invoice experience" back?

  • February 2, 2023
  • 1 reply
  • 18 views

Somehow my account got switched to the "old invoice experience" but I never asked for this. Now it seems impossible to switch back to the "new invoice experience"?

 

According to this article I should be able to switch back "any time"

 

If you decide you prefer the new experience, you can switch back any time:

  1. Select + New. 
  2. Select Invoice or Estimate. 
  3. Select Try the new invoices. 

 

However "try the new invoices" isn't an option for me. How do I fix this? The old experience is missing features that I rely on.

1 reply

Rubielyn_J
Rubielyn_J
Level 8
February 2, 2023

I'm here to make sure you can use the new invoice layout in your QuickBooks Online (QBO) account, @kitzy.

 

Know that the feature is only available for new QBO accounts. With that said, you need a new company file to utilize the new invoice experience feature. 

 

If your company file is new, and it accidentally reverts to the Old layout, and the option to select the New invoice experience is unavailable, we can perform some steps to fix this.

 

There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

 

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

 

Once you have successfully have the option to choose the new layout, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

 

Moreover, I'll be sharing these links to help manage and personalize your invoices and other sales forms in QuickBooks:

 

 

You can also post here again if you have other questions about going back to the new invoice layout. I'll be more than happy to help you out again. Take care, and have a nice day.

K
kitzyAuthor
February 2, 2023

Thanks for that.

 

I tried using an incognito window in Chrome, and I also tried using a private browsing window in Safari, but unfortunately I'm still not able to see the option to switch back to the new invoices. Is there something else I can try?

LieraMarie_A
LieraMarie_A
Level 8
February 2, 2023

Thanks for the update, @kitzy. 

 

I recommend reaching out to our Customer Care Support team. They can take a closer look at this issue and raise a ticket to our engineering team if necessary. Our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PT. For more information, check out our support hours and types.

 

Here's how to reach them:

 

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.

 

In the meantime, you'll want to customize your invoices with the old experience.

 

Stay in touch if you have any other questions or concerns about handling invoices, @kitzy. I’ll be right here to answer them for you. Enjoy the rest of the day. 

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