How can I fix the invoice layout that Quickbooks broke a few weeks ago?

Hi there, Seth. I understand that this situation has caused disruption to your workflow in QuickBooks Online (QBO). I'd like to share options that will help fix the issue that you're experiencing when using your invoice.  

There is a chance that you are already encountering the new invoice experience. The new invoice experience in QuickBooks Online (QBO) refers to an updated interface and enhanced features for creating and managing invoices. It may include improvements such as a refreshed design, streamlined workflows, additional customization options, and enhanced functionality to make the invoicing process more efficient and user-friendly. 

To go 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.

Refer to this article for more information about the feature: See what’s new with estimates and invoices in QuickBooks Online.

If the same thing happens, let's try signing in to your QuickBooks Online (QBO) account using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues.

Here's how:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.

Refer to this article for more information about the feature: See what’s new with estimates and invoices in QuickBooks Online.

Lastly, you may also get in touch with the Customer Care Team for further assistance if the issue persists.

Here's how to reach them:

1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose Get a callback.

Our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PT. For more information, check out our support hours and types.

I'm also adding this link in case you need help managing customer-related tasks. It has our general customer topics with articles, some videos, and topics about your company's income and customers: Sales and customers.

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Feel free to reply to this post, and I'll get back to you. Take care always.

Thank you for the reply, Abegail.

There appear to be only two options for invoices: "new" and "it looks like it is from 1987". I have been using the "new" one since I started using Quickbooks Online. It looks much like the version I had on the desktop.

Thus, using your steps and reverting back to the horrible looking 1987 ASCII art version does not solve the problem.

The browser's cache does not seem to be the problem, either. Surely I am not the only customer who had this happen. And how can I change the margins? The invoices end very close to the bottom of the page before a page break.

Let's try a different solution.

We understand that every company has different needs, SethBang. I'm here to share additional insights and help address your invoice layout experience in QuickBooks Online.

As I've checked our records, we haven't received recent similar cases or investigations from other users relating to your concern. I recognize how crucial it is for you to have a professional-looking and proper layout setup on your invoices. We can perform other fixes on your sales form templates to help rectify your invoice layout experience. We may consider reviewing your custom form style settings and entering accurate modifications from the invoice form layouts. Here are some lists we'll need to ensure correct details are properly set up:

• Template style
• Font size
• Margin settings

You may configure your default invoice template from the Custom Form Styles section. To do that:

1. In your QBO account, go to the Gear icon and select Custom Form Styles.
2. Select the default invoice form and click Edit.
3. Under the Design tab, modify your invoice setup.

However, if the same thing happens, we can perform some troubleshooting steps on your PDF Adobe reader to ensure the latest updates and recent versions may apply to help resolve your invoice layout concerns. Here's how:

1. Close Acrobat/Reader and all open web browser windows.
2. Select the Start button at the bottom left of your screen.
3. Type Control Panel and press Enter.
4. Select Programs and Features. Then, select Acrobat or Adobe Reader and click Uninstall/Change.
5. In the Setup dialog box, select Next.
6. Click on Repair and select Next.
7. Select Install.
8. When the process is complete, click Finish. Then, restart your computer.
9. Log back into QuickBooks Online, then try to print.

If the issue persists, I'd suggest contacting our Customer Care Team. Doing so will allow them to review your account in a secure environment, conduct further research, and create an investigation ticket if necessary. 

Furthermore, I'm adding this helpful reference to guide you in receiving customer payments: Record invoice payments in QuickBooks Online.

We'll keep this thread open if you have additional queries managing your invoices. Feel free to let us know in the comments below. Keep safe!

Thanks for this but the style of invoice I have now isn't even shown in the options. There are just some janky other styles. Please look at the samples I uploaded and let me know if you can find them in the menus. Thanks.

Hi there, Seth.

Thanks for getting back to us. I'm here to help ensure this is taken care of for you.

Since the issue persists after following the steps shared by my colleagues above, I suggest contacting our Support team. They have special tools such as screen-sharing (remote access) that can pull up your account in a secure environment and check the cause of this odd behavior. They can also perform other troubleshooting steps if necessary.

Here's how to reach them:

1. In QuickBooks Online (QBO), click the Help (question mark) icon at the top right.
2. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
3. Tick Contact Us and choose a way to connect with us.

To check for our Support hours, please refer to this article: QuickBooks Online Support.

I'm also adding this article that tackles managing and customizing invoices and other sales forms for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please leave a comment in this thread if you have additional questions about this or anything else. I'm more than willing to assist. Keep safe.

Hi Fritz,

Thanks for writing back. I actually did go that route the other day to no avail. The nice person walked me through many of the steps described above and we did a screen share. 

It seems very clear that something is broken on the code side, something that cannot be fixed by me clicking around. It would be prudent to have someone at Intuit solve the problem and then get back to me to announce a solution. I've been a Quickbooks client for over 20 years so I think it is reasonable that some of the thousands of dollars I have poured into the Intuit coffers be used to find out what's going on. Perhaps this is not happening to all customers but it would be very surprising if I was the only one. Even if I AM the only one, I didn't break Quickbooks. Someone on that side did.

Thanks,
Seth!

Seth I am having the same problem and going in the same circles. I havent been with quickbooks for 20 years and I may find another company to work with since they cant seem to fix their screw ups or even acknowledge they messed up. I like you worded it as broken.