How do you edit the Ship Via and Tracking Number fields now that Quickbooks changed their invoices and removed those options?

I’ve got you covered, @hillersemblemsho.

Before anything else, have you switched from the old layout to the new invoice format? If so, please know that these Ship via and Tracking no. fields are unavailable in the latest experience. See this guide to learn more: See what’s new with estimates and invoices.

Also, you mentioned you copied your old invoices. Can you share how you did it?

Since you’re unable to change or remove the ship and tracking number details, consider switching back to the old layout if you have the option. Then, update the said information from there.

You can use a third-party app if you have multiple transactions to modify. QuickBooks Online offers several applications that help expedite processes. Just visit our Apps Center or your Apps menu within your company to find a tool that suits your needs.

Here’s how:

1. From your left pane, select the Apps menu.
2. Choose Find apps.
3. Enter a keyword on the provided field and select an application.
4. You can click the Overview, Pricing, and Reviews tab to learn more.
5. Once decided, hit the Get app now button.

I’m adding some handy articles to keep your sales clear, informative, and connected from start to finish:

• Invoice guide, examples, and what to include
• How to follow up on past due invoices
• Record invoice payments in QuickBooks Online

You're always welcome to add comments if you need additional assistance managing your invoices in the program. I’ll be here to help, @hillersemblemsho.

Yes, as mentioned in my original post since Quickbooks has updated to the new invoice style those fields are missing. The option to switch back in unavailable. Several phone calls with Customer Service at Quickbooks confirmed that you cannot change back to the old invoice style and that the change is permanent.

Regarding Copying invoices we use the built in function to Copy/Duplicate an existing invoice and modify minor information based on the current order(s). 

Hello,

Yes. As stated in my original post we are on the new Invoice layout and those fields are missing...

Quickbooks customer service told us on several occasions you cannot switch back to the old invoice style - that it is a permanent switch that they forced on their customers. Are you saying there is a way to switch back? 

To copy an invoice we use the built in function of Copy/Duplicate to copy an invoice. 

I'm not sure how any 3rd party apps are going to help in this situation. Was this just an automated response or am I getting some actual assistance from a person? 

Hello there, hillersemblemsho.

I understand how it feels to work with a tool that has changed its interface, especially if you are used to a previous version and are comfortable with it. I'll provide additional insights on how the latest invoices work in QuickBooks Online and ensure you can achieve your goal by performing alternative ways.

Please note that some classic invoice features are presently missing in the new experience. Ship via, shipping date, and tracking number are among the variables that are eliminated. You can refer to this artilcle to see further details: See what’s new with estimates and invoices in QuickBooks Online.

On the other hand, Simple Start and Essential users will be moved to the new invoice experience and will no longer be able to return to the previous invoice interface. However, you can still switch to the old style if you still have the option but returning to the latest one is no longer possible once opt out.

Here's how you can switch your invoice layout:

1. On the left navigational bar, click the +New button.
2. Choose Invoice.
3. On the top-right corner, click the Old layout button.
4. Tap the Switch layout button.
5. Enter or select the necessary details, and then the click Leave and submit button.

Furthermore, in case you no longer have the option to use the old invoice, you can follow the recommended steps above about finding a third-party program. This way, it'll help you modify multiple invoices to update or enter Ship Via and Tracking Number in the new layout.

Lastly, I suggest submitting feedback regarding the ability to have the option to switch back to the old interface and add or edit the Ship Via and Tracking Number in the new layout. This recommendations are sent to our engineer for consideration in future updates.

In case you need steps on how you can view the status of all your sales transactions like open and paid invoices, you can read this article: View sales transactions in QuickBooks Online.

Feel free to reply below if you have further concerns about managing your invoices in your QuickBooks account. I'm always here for you, hillersemblemsho. Have a great day. 

I have the same problem.  QB Engineering must not understand the needs of the QB customers.  This is unacceptable!!

Under "Your Company" - Accounts and Settings, go to Sales tab, then edit the Sales Form Content and make sure that Shipping is turned on. This "Adds shipping fields (date, tracking number, destination, subtotal) to sales forms".