cancel
Showing results for 
Search instead for 
Did you mean: 
McDConstruction
Level 1

new invoice template

I have converted to the new invoice template, however I can not figure out how to add times sales.  previously there was an arrow in the upper right hand corner that could expand to show link expenses.  The new template lists linked transactions but does not have my timed sales that was there before the conversion.  How do I revert to old template or find my timed sales?

4 Comments 4
Irene R
QuickBooks Team

new invoice template

Welcome to the Community, McDConstruction. Let me share the details on adding the timed sales in QuickBooks Online (QBO).

 

Please know we've been converting our users to the new invoice experience. Once you're accustomed to the modernized layout of invoicing, switching back to the old layout is not possible.

 

Furthermore, when creating an invoice in the new layout, you can view the linked transactions at the right panel. With this, kindly ensure that you're assigning the correct customer and turn on the Automatically Show suggested transaction option. You can do this by following the steps below:

 

  1. Log into your QBO account. 
  2. Click the + New tab, then select Invoice
  3. Choose the customer with the linked transaction. 
  4. A panel in the right corner will appear, then click on the Suggestion dropdown
  5. Check the box beside Automatically Show suggested transactions.

    Suggested transaction.png

 

After that, click on the X button, then refresh your website by clicking on the refresh button. Add your customer again, and the Suggested transactions will show up, including your time sales entries. Moreover, guarantee that the Filter option is set to all transactions and dates.

Suggested Transaction 2.png

 

You can visit this link to learn more about the new updates with invoices and other sales forms in QBO.

 

After sending invoices to your customers, you have to receive their payments. To record them, refer to this article for guidance: Record invoice payments in QuickBooks Online.

 

Return to this thread if you have further queries about your link transactions in QBO, McDConstruction. I’ll be here to assist you at any time. Have a good one!

Anya-L
Level 2

new invoice template

Hello Irene R. Your suggestion did not work. I've spend more than 1.5  hrs with a Intuit rep over the chat, cleaned the cache, used a different browser - the entries were not adding to the already created invoice. I had to delete the original invoice to add the new and old time entries. Something has been broken in a process, which used to be very simple. 

Anya-L
Level 2

new invoice template

Hello! Is there any update on the issue? 

Sherrie_F
QuickBooks Team

new invoice template

Thanks for getting back to this thread, Anya. I truly appreciate the effort you've put into troubleshooting the issue with the entries unable to be added to the invoice in your QuickBooks Online (QBO) account.

After checking our system, we didn't receive reports about the entries not being added to the invoice. Therefore, I recommend contacting our QuickBooks support team. I understand you already contacted them, but it's the best we can do, given that they have the tools and resources to investigate this matter in greater depth.

 

  1. Sign in to your QuickBooks Online company.
  2. Go to the Help icon.
  3. Click the Search tab and select Contact us.
  4. Provide a summary of your concern and click Continue.
  5. You can either choose Chat with us or Have us call you.

Alternatively, you can reach our support team directly through this website: Contact QuickBooks Support.

Additionally, you can refer to this article for more tips and resources when working with QuickBooks in the future. Ensure you have selected the correct product so you can search and read articles that will guide you in completing your future tasks: Helpful articles, video tutorials, and more.

Know that the Community space is here to support you at every step of your journey with QuickBooks, Anya. Don't hesitate to reach out if you have further queries or concerns with your invoices or any QuickBooks-related tasks. I want to ensure that everything is taken care of just for you.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us