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sanchezelectric
Level 2

QuickBooks Desktop 2024 Invoice Design Changed — Unable to Modify Layout

I have noticed that QuickBooks Premier Plus Contractor Edition 2024 has begun sending invoices with a different layout. (Estimates look the Same) The new invoice format appears to resemble the QuickBooks Online design. 

 

I have reviewed the settings within QuickBooks Desktop as well as on the Intuit website but have not been able to locate any options to control or modify this change.

 

Is there a way to adjust the invoice design in this version? I need to update the header and make a few additional formatting changes.

 

Again I am using QuickBooks Premier Plus Contractor Edition 2024 and sending invoices via email using the “Send email using Webmail” option through Gmail.

4 Comments 4
Candice C
QuickBooks Team

QuickBooks Desktop 2024 Invoice Design Changed — Unable to Modify Layout

Hey there, @sanchezelectric

 

It's great to see you back in the QuickBooks Community! 

 

You can modify the invoice layout by using a custom template for them. Here's how to customize the form template: 

 

  1. Select the type of form you’d like to customize.
  2. From the form, press the Formatting tab then Manage Templates.
  3. Choose a template to preview, then click Copy to create a new template or OK to edit the template.
  4. Use the basic customization window to:
    1. Add your logo: Select the Use logo checkbox if you want your company logo to appear on your form. If you want to change your logo, select the Select Logo option to select the image you want to use.
    2. Change fonts and colors: This section lets you personalize fonts and colors for certain details used in the form, like company name, labels, and data.
    3. Change company & transaction information: Here you can select the contact information you want to appear on the invoice. You can also change any of this information by selecting Update Information.
  5. Pick Additional Customization to add or remove the items from the header, columns, or footer. Then Layout Designer to move or resize items on the form.
  6. When you’re done, tap OK.
  7. Select Print Preview to see your form. If everything looks good, press Close.
  8. Tap OK.

 

Review this guide for more information: Use and Customize form templates in QBDT

 

Feel free to reach back out if you have any other questions. I'm only a post away if you need me. Take care! 

sanchezelectric
Level 2

QuickBooks Desktop 2024 Invoice Design Changed — Unable to Modify Layout

I'm sorry that is not what I'm talking about

Here is a sample email.

On the Left is the Old Style and on the Right is the New Style.

Can this be edited?

 

Untitled-1.jpg

FatimaJasmin_V
QuickBooks Team

QuickBooks Desktop 2024 Invoice Design Changed — Unable to Modify Layout

Hello there, Sanchez.

 

We want to share an update regarding invoices in QuickBooks Premier Plus Contractor Edition 2024. The invoice format has been refreshed to match the modern design used in QuickBooks Online, ensuring a consistent and professional appearance for your documents.

 

Currently, this new format is standardized and cannot be customized or reverted to the previous version. This change is designed to enhance consistency across all platforms and provide your clients with clear, professional-looking invoices. We encourage you to share your thoughts and suggestions with our Product Development Team by submitting feedback in QBDT, as this helps our product engineers understand how you would like the program to function.

 

Here’s how:

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online.
  3. Select Product Suggestion to open the feedback window.
  4. Type in your feedback or suggestion.
  5. Click Send Feedback to submit your input.

 

For further assistance, please don't hesitate to click the Reply button. We're here to help.

OliviaHrdz
Level 2

QuickBooks Desktop 2024 Invoice Design Changed — Unable to Modify Layout

I am very embarrassed to send my customer an invoice that says "please pay your invoice on time".  Frankly its rude if we have certain agreements.  This is not professional. 

QB needs to return this back to owner desktop control and not the online version.  Very frustrated with QB. 

 

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