How to go back to previous layout

Hello there, @kzplbg. 

Thanks for taking the time to reach out to the Community for support. I'm here to ensure you can return to your previous invoice layout in QuickBooks Online. 

If you want to switch back to the old layout of your invoice, I've got some steps here that you can follow: 

1. Go to +New. 
2. Select Invoice. 
3. At the top right of the form, select Old layout.
   
   

But please know that once you've switched to the old/classic experiences on the invoice, we cannot opt back into the new experiences. 

Otherwise, if you want to use the old template you used, you can go to the Custom form styles page and switch it back from there. Here's how: 

1. Go to the Gear icon. 
2. Under Your Company, choose Custom form styles. 
3. Then, find the previous layout you've used. 

If you want to make it the default template, go to the drop-down v icon beside Edit, and click Make default. 

Additionally, you can read this resource to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

For future reference, here's an article you can visit to help you account for your customer's payments: Receive invoice payment.

You can tag me in your reply if you need more help managing your sales transactions and accounts in QBO. It's always my pleasure to back you up. Keep safe, and have a good one.

Thanks. This helped me at least fix the invoice and estimate problems that came with the new upate..

Thanks for joining this thread, jarosplumbing.

I'm happy to hear Carneil_C was able to help you with switching back to the old invoice layout, selecting a default template, and customizing estimates.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have a lovely day!

HELP!!!  I have 100 unhappy customers who were on the old layout and forced onto the new layout which changed the default setting on invoice numbering (ie: NO INVOICE #s).   I realize that it's the "custom transaction number" toggle- which when QBO decided to magically turn people to the new format (whether they like i tor not), it defaulted to turn ON Custom Transaction Numbers- messing up the API between my customers' software and their QBO account. I am now doing QBO support which is UBER frustrating.

I've gone into customer's accounts and changed it back, but it doesn't stick.   I've herad several times that it flips back to no numbering (turning CTN back on), even after I turn it off in Accounts/Settings, click New Invoice, turn off the default, go to old layout, etc .. even go to Custom Form Styles and make sure it's set there. 

what's the magic trick to ensuring the settingd STAY to the OLD FORMAT and Custom Transaction Numbers turned OFF??

Hi there, Cathy.

I can see that there are separate threads that have similar questions about returning to your previous invoice layout in QuickBooks Online. Please check this link for more details: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-new-format/01/1303307/highlight....

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.