Has Invoice History Disappeared?

Hello dnmh,

I'm here to point out where you can see the invoice status.

On the new invoice experience, you can see the invoice status in the Manage section. I'll guide you with these steps:

1. Open the invoice.
2. Click Manage.
3. Select the Status drop-down.
4. Click Activity.

You can use this screenshot as your visual guide:

Furthermore, I've added this article on how you can record invoice payments: Record invoice payments in QuickBooks Online.

I'm always around whenever you have invoice concerns.

Hi there. Thanks for the quick reply, but my Invoice screen does not have a "Manage" button/option that I can see anywhere. When I click "Edit Invoice" on the invoice I want to view, the top left corner of the Invoice screen for an individual Invoice in my QuickBooks Online simply has the invoice # with a little clock with a circular arrow around it, and if you click on that button, it just pops up "Recent Invoices". Can you please direct me as to how I would get to the screen that you're referring to? Thanks!

Hi there, @dnmh.

I can assist you with viewing the Manage button/option. In order to view the invoice activity, select an invoice and click on it once. This will display the invoice activity on the right side of the panel.

However, the steps above that given by my colleague's only apply to the new invoice experience. Since you mentioned that the interface on your viewing invoice form appears different, this could be because you are using an older layout or experience. You can click the New Layout to see the Manage Gear > Status section.

Moreover, if you are unable to view the invoice status history, it may be due to an excess of cached data in your browser. This can cause unexpected behavior with the product. This may be the reason why you are unable to view it. I recommend clearing your cache and cookies to fix issues when using QuickBooks Online. Doing so will remove the historical data and access QuickBooks with a clean slate.

Considering the persistent problem, I recommend contacting our support team for expert assistance. They possess the necessary tools to troubleshoot the issue and provide accurate guidance.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option or type a question or topic you need help with. If you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a call back from the next available expert.
  • Ask the community to get help from businesses like yours.

Support Hours

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If you have further questions or queries regarding your invoice, feel free to leave a comment. The Community is always open 24/7. Keep Safe!

I'm in the same boat. Viewing history is important for us and to have it taken away is a HUGE step backwards.

Why bury it and make things slower to find?  PLEASE bring it back where it was!  This is definitely a step backward.  It actually confused me and I thought I must not have sent the invoice since there was no history, so I sent it again, later to realized the software had just made me look stupid (and impatient) to our customer.

I followed the recommendation and cleared the cache and logged back in and it did not resolve this issue. This appears to be either a bug from the recent updates or an intentional system change. I called customer support and the rep who I spoke with was not able to help resolve the issue. Can someone please confirm whether this is a bug that is being worked on or an intentional change. Removing this feature intentionally is a huge inconvenience and step backward for system efficiency and ease of use, as one of the other users mentioned. Please help us get it back!

I know this has been challenging for you, and I can see you did everything you could to fix this, @dnmh.

Please know that the invoice history is currently unavailable at the bottom of your invoices. Nevertheless,  you can still check its history in the Sales menu. I'm here to guide you on how to access it.

To view invoice activity history: 

1. From the left navigation panel, select Sales. 
2. Select Invoices, then click the invoice transaction to view activity history.
    

Meanwhile, you may send feedback to our product development team to share your experiences regarding the changes you've encountered. 

To submit feedback:

1. Select the Gear icon, then choose Feedback.
2. Type in your experiences and challenges.
3. Select Next to submit.

Moreover, if you've received a payment from your customer, you can record it in QuickBooks to mark the invoices as paid. 

Kindly reach out again if you require additional assistance or clarifications regarding the invoice activity. I'm still here to back you up. Just post your concerns below, and I'll take care of them.

As a user of QB online for several years, this change is very unfortunate. But, it is just one of many poor decisions in the last several updates to the platform and cumulatively it has me ready to jump ship for a more user friendly experience.

As a user of QB online for several years, this change is very unfortunate. But, it is just one of many that have taken place for the past several months as QB continues to release changes hoping to intice the desktop users over which have me ready to jump ship for a more user friendly experience. I have used QB desktop in the past and it is leaps and bounds ahead of the online version. QB's attempts to satisfy the desktop users will fall far short of what is necessary and removing the ability to quickly view invoice history in the invoice as you open it up is just one more detraction. I am done with the frustrations of dealing with all the changes to an already inferior product and I have a goal of replacing it in '24.

@dnmh Since customer service refuses to give a straight answer, here it is: Yes, this feature was intentionally removed. It is not a bug. You are not the first customer to complain about it. The "solution" that @ShyMae  gave you of having to access any invoice activity from the Sales tab is the only option anymore, which is unacceptable. 

There is no good reason for this feature to have been removed, especially without warning. It has caused great complications to our company's workflow, as many "updates" have recently. By the way, in case you were unaware, apparently all customers will be forced to use the "New Invoice" and "New Reports" features beginning next month as well. Invoicing and accounts receivable will become almost unusable for us soon which is our biggest incentive to migrate to other software in the new year.

@PBJ10 if you have a moment, would you mind elaborating on the "New Invoice" and "New Reports" features beginning next month? These are two of the biggest reasons we are still using QuickBooks online, so if those also become difficult to use, we might need to explore other options as well...thanks for any info you can share!

Dealing with Intuit/QBO customer support is an exercise in frustration

I am not a huge fan of the new invoice format. I am typically an embracer of change, but these recent updates are terrible. For example, we're an auto shop and I have 10+ gaskets in our QBO profile, named "gasket 1, 2, 3," etc. In the old invoice, I start typing "gasket" and all of the options appear with the description of the gasket and I can choose accordingly. In the new invoice, when I type "gasket" it no longer provides the description, just the name (Gasket 1, 2..). Another huge step backwards in efficiency. 

@Intuit - WHEN ARE YOU GOING TO LISTEN TO YOUR USERS?!?!?

I have the very same issue. I rely on this info. It was in a logical and easy location with absolutely no reason to change. QB is not making things prettier or more user friendly. Its difficult, frustrating, unreliable, and still not pretty. Its accounting software, how pretty does it need to be?

Have you thought about switching? With them rolling out the system so I don't have the option to switch to classic anymore I am thinking about going to Xero. Curious is you've explored this already?

Any thoughts on what you may switch to? I have been looking into Xero and curious if anyone else has.

@ERBC2022   A LOT of people are switching to manager.io. 

@Just_me manager.io looks promising, however seems to be missing some key features like integrated credit card payments from customers. Still, I do like how quickly the software designers respond to client questions and suggestions, so I will keep an eye on how the system grows to maybe accommodate our business soon.

@ERBC2022we have been looking into Xero as well. It looks promising. I would also be curious to hear other customers' experiences.

Is there any hope of this getting changed back to being able to see activity inside the invoice without going back out to the main page each time?  It's very inconvenient and frustrating.  I have to open an extra tab each time I need to check the activity.

I agree with this - I had to deal with this inconvenience multiple times just last week, and it is super frustrating. It would be SO helpful to get the full invoice history back on the individual invoice page and be able to simply search QBO by invoice number, pull up the invoice, and see what we need to see. As it stands, it's opening multiple tabs, then filtering through the Invoices screen (and the invoice I'm looking for might not even appear on that screen without changing my default view filters or scrolling to additional pages). Pretty please bring back this functionality!!!!

Oh, and PS, I already left official feedback for this via the Feedback channel, but it would be great if the QBO reps who monitor this chat could also put in an extra thumbs-up with the developers as it is clear that so many users are requesting this functionality to return...

I couldn’t agree more.  It’s now buried with less info and agree I would like to have it back as it always was.  I need this info handy and use it regularly 

Make sure you are in Accountant View and Business View. Click the Gear Icon. At the bottom right click Business View to Accountant View.