Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

Let me share some insights about sales forms in QuickBooks Online (QBO).

Beforehand, are you referring to the new interface when creating sales transactions?

If so, the option to restore to the new interface is currently unavailable.

Rest assured that our product developers are always open to suggestions to improve our products and can meet our customers’ business needs.

Thus, I recommend you send your feedback directly to our product engineers. They will be able to consider this option and assist you with your business demands in this manner.

Here’s how you can submit feedback in QuickBooks Online (QBO):

1. Go to the Gear icon.
2. Under the Profile column, click on Feedback.
3. Share your feedback. Then, click Next.

Furthermore, I added this article for your reference about customizing invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to add a comment if you need further assistance with any QuickBooks concerns. Stay safe!

Consider migrating your data to a new account with a workaround.

My account Was utilizing the new experience invoice and estimates. When I logged in today it reverted back to the old experience on its own and I cannot get all of the new forms I created with the new system. Is the whole new experience  gone for everyone?

Good morning, @PBMB. 

Welcome to the Community. Thanks for chiming in on this thread as well. 

At this time, you won't be able to switch to the new experience once you're back on the old one. However, there's a workaround that you can use to access the new invoices and estimates. Follow these links each time you want to create one using the new format: 

• New Invoice
• New Estimate

Also, send feedback to our Product Developers if you'd like the new experience to come back permanently. 

This should answer your question. Feel free to come back if you have any other concerns. Happy Thursday! 

Thank you for the quick reply!! I see the links are working for me so thanks for that.

Was this just a beta that I happened to have available to me for a short time but, now is gone forever, or are they working on the "Final" release?

For now, at least now I have the links!

Thanks Again

Mike

I'm here to share a few information about creating estimates, PBMB.

Beta testing is one of the best practice that allows you to test your product with real users before it reaches the market. Usually, this create products that will have an excellent user experience. And yes, you're right that anytime soon this may now be gone. But for now, since creating estimates and converting  with the old or new version is still available, you still have the option on whether you choose the invoice with old or newer version.  For more information on how this happens, I've provided this article for your guide: Create and Send Estimates In QuickBooks Online.

Furthermore, when your customer makes a payment on the invoice, QuickBooks processes the payment and categorizes it into the correct account. To give your more information on how this works, read this article for more details: Record Invoice Payments In QuickBooks Online.

Fill me in if you have any concerns about estimates and invoices. I'll always be right here to help.

I had the new experience as well, but the links sent for the beta stuff do not look identical to what I had, they're a bit different.

Looks like they're launching something soon hopefully...

Unfortunately the links only show the invoice and estimates but, when I go to send they revert to the old style. If I try to print/ download they do not have an option to do so. 

Thanks for reaching out to the community about this new invoice and estimates experience, @PBMB.

Currently the template from your company file will be used when you print the entries even if you accessed the new view. This is the reason why you're unable to use the customized look from the beta version.

Here are some related links for QBO sales processing that you can use for reference:

• Create and Send Estimates In QuickBooks Online
• Record Invoice Payments In QuickBooks Online

Please update this thread if you have further questions or concerns about this topic, so I can share some more insights with you. Have a good one.

The link for estimates is no longer working

Hi, @skyej944. Thanks for reaching out to us here in the Community.

I know how essential it is for you and your business to create an estimate. Since you've encountered that the link for estimates is not working, it might be that your account is still in an old experience in QuickBooks. 

For now, our product experts are currently in the process of enhancing the new estimate feature in QuickBooks. Thus, this rollout update will gradually change into your QuickBooks Online (QBO) account. 

To see which experience you have, here's how:

1. Select + New. 
2. Select Invoice or Estimate. 
3. If "New" is displayed next to the form's title, you are now using the new experience.

Here's an image for your reference.

For more detailed information about the new updates in estimates and invoices in QBO, you can click on this link: See what's new with estimates and invoices in QBO.

Furthermore, check out these articles below on how to create and customize your sales forms in QBO:

• Create and send estimates in QBO
• Customize invoices, estimates, and sales receipts in QBO

If you require any additional assistance with your estimates, please leave a comment below. I'm here to help. Have a nice day. 

I accidently switched my Quickbooks Online account back to the old style. Is there any way to get it back on the New Experience, or is that still unavailable?

I appreciate you for posting your concern here today, @Leslie123123.

Currently, you won't be able to switch to the new experience once you're back on the old one. Rest assured that this capability will be available in the future.

Moreover, you can submit a feature request to our Product Developers if you want the new experience to opt back permanently.

On top of that, visit this article to learn more about how you can personalize and add specific info to your invoice and other form styles in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please know that you're always welcome to post a reply in this thread if you have any other questions about your QBO account. I'll be here ready to assist you. Have a great day ahead!

Same thing happened to me... I activated the "deposit" option in my invoice because I wanted to collect a deposit. It switched me back to the "old experience". How I can't for the life of me figure out how to get back to the new interface. 

that is unreal there HAS to be a way to manually switch a user back to the new experience. 

Hello there, AYLoew.

I appreciate you for joining this thread and letting me know how it affects your book and workflow.

I understand how important to know when the new invoice system and the deposit feature will be fully rolled out in your QuickBooks. They are important to be added to QuickBooks that would help you run your business seamlessly. 

For now, we're unable to share an exact date when these features will be available. Still, I recommend sending your feedback as suggested in this thread. You can follow the same steps above or the steps outlined below.

1. Go to the Gear icon.
2. Select Feedback under Profile.
3. Enter your suggestion. Then, click Next.

Feel free to utilize and check these articles to learn more about managing your sales transactions:

• Invoices and payments
• Sales and customers

If you have more questions in the future while doing QuickBooks tasks, please post them here. The Community always got your back. 

This is ridiculous!!! It is now 2023 and we are still unable to switch back to the new interface? I'm stuck on the old one due to turning on the "deposit" option which did not even allow me to collect a deposit. Instead, it reduced the invoice total by the deposit amount even though it was not collected. I'm considering canceling and moving back to a different system. How can QB not fix this by now???

I too have now been added to the ranks of users that now can't run their company the way they used to because of the exile from "new experience" land.

I was just trying to find a way to disable the auto convert estimate to invoice feature... now there is no point because the customer can't accept the estimates from the emails anymore. I've only ever used the new experience, and the old is horribly unfriendly.

I am now having the same issue. I went to create a message that would show up on all my invoices moving forward using the new experience. Today, I logged in and its been removed. I cannot figure out how to switch back to the new experience. This is so frustrating!!

This rollout process has to be the worst, most bizarre reckless rollout ever considering it's your business and customers on the line. Just after taxes were due in April I logged into QuickBooks and everything was different. It would've been fine if everything functioned properly but I'm having all kinds of malfunctions. When going through help I came across "new experience" I've spoken with tech support numerous times and can't get a straight answer as to what's going on or if the changes and problems on my account are to do with new experience. They've told me that only some customers are on on new experience, and also everyone is on new experience and old experience is completely gone. They've told me while doing screen share that my account looks they way their's has since 2017 yet mine wasn't like this until a few weeks ago. I've been told that I changed too many times from new to old experience that it locked, which is crazy because I never changed it or even knew about it to change it. It was just different and nothing worked right one day. Tech support keeps trying to deal with each individual malfunction which they aren't able to fix after hours on the phone. They deny that it's an overall issue causing many problems resulting in a product that practically unusable. They've told me that nothing is deleted and they have a record of all changes but they won't allow my account to go back to the way it was when it was functioning. I'm so frustrated and at this point that I'm going to need to switch to something else because every time I try to do anything I find more bugs and malfunctions.

Why is this issue not being prioritized? It looks like it's been a problem for over a year, and nothing has been done about it? My customers are used to the approval process provided by the new experience and now it looks like we've downgraded as a company because our invoices and emails look unprofessional! How much longer are we going to wait without a solution?

If anyone is still struggling to bring it back, try logging into QBO on a mobile browser - it reset it for me!