Question

How do I get the "new invoice experience" back?

Forum|Forum|3 years ago
February 2, 2023
11 replies
47 views

Somehow my account got switched to the "old invoice experience" but I never asked for this. Now it seems impossible to switch back to the "new invoice experience"?

According to this article I should be able to switch back "any time"

If you decide you prefer the new experience, you can switch back any time:

Select + New.
Select Invoice or Estimate.
Select Try the new invoices.

However "try the new invoices" isn't an option for me. How do I fix this? The old experience is missing features that I rely on.

QuickBooks Online

Rubielyn_J

Level 8

I'm here to make sure you can use the new invoice layout in your QuickBooks Online (QBO) account, @kitzy.

Know that the feature is only available for new QBO accounts. With that said, you need a new company file to utilize the new invoice experience feature.

If your company file is new, and it accidentally reverts to the Old layout, and the option to select the New invoice experience is unavailable, we can perform some steps to fix this.

There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Shift + N

Once you have successfully have the option to choose the new layout, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

Moreover, I'll be sharing these links to help manage and personalize your invoices and other sales forms in QuickBooks:

You can also post here again if you have other questions about going back to the new invoice layout. I'll be more than happy to help you out again. Take care, and have a nice day.

K

kitzyAuthor

Thanks for that.

I tried using an incognito window in Chrome, and I also tried using a private browsing window in Safari, but unfortunately I'm still not able to see the option to switch back to the new invoices. Is there something else I can try?

B

bvstone

Here we are, two months after this original question, and still no resolution to this question -- besides, once you switch you cannot switch back. Why wasn't there some kind of warning that if you switch you can't switch back? My business coach switched this one day, and now I can't fix it. The new invoices had features that were very advantageous for me. This is EXTREMELY frustration. And even more so is the answer that, there's nothing you can do. Just wait until it rolls out to everyone. It should never have been offered if it wasn't ready. ESPECIALLY without a date that it would be fully ready.

Add this to my ever growing list of frustrations with quickbooks and their customer service. 😞

What did you expect? Actual help? Now go clear your cache.. 😉

Honestly, I had it too, but I was busy working and it changed the entire layout of my invoices. So I switched back. Now that I have a little downtime I wanted to turn it on again to play with it. Not there, and I guess it will just be a mass clustermuck when everyone is forced to use it.

Hint to Intuit, beta test with real companies first... get ideas and listen to them... Most of our customers don't like layouts of the invoices changing. And we all know the REAL reason you want to change it and force it is because you want us to use your credit card processing. Even today on a support call they asked me "how do your customers pay?" I about reached through the phone and strangled someone.. upselling on a support call.. wow...

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