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Thank you for visiting QuickBooks Online Community, @rdl-.
I understand your challenges with losing important fields and features after the recent QuickBooks update. Those fields are no longer available across all QuickBooks products. I recommend switching back to the old invoice layout if you still have the option. Otherwise, I encourage you to send feedback or suggestions to our Product Engineers.
Here's how:
As for the packing slip printing, a few others have reported similar issues. This is currently under investigation (INV-93263). Rest assured that our engineers are working to resolve it as soon as possible.
For now, I recommend reaching out to our Customer Care support team so that they can add you to the affected customer list. This way, you can receive an email update once the issue has been resolved.
Let me guide you on how:
If you want to customize the appearance and layout of your sales form, you can read and check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If you have other questions regarding invoices, don't hesitate to add a comment below if you need more help. We'd be happy to assist you.
I’ve already been added to
the affected list and I’ve already sent feedback. I thought one of the perks of upgrading is to be able to customize fields which would mean creating and adding our own fields to invoices or estimates? But you are saying regardless of what version of QB I have, I would not be able to do this?
I appreciate you taking the time to perform the recommended steps provided by my colleague above, @rdl-. I'm here to clarify things for you.
The new experience is indeed for customizing your sales forms more easily in QuickBooks Online (QBO). However, there are specific fields from the Classic Mode that are no longer available and can't be added to the new experience.
Below is the list of classic invoice features that are currently unavailable:
For detailed information, kindly visit: See what’s new with estimates and invoices in QuickBooks Online.
Additionally, you might find it helpful to refer to this article, which explains how to make templates for recurring transactions in QuickBooks Online (QBO): Create recurring transactions in QuickBooks Online.
Whenever you require assistance in managing your sales forms in QuickBooks, I'm just a comment away. Rest assured, I'll respond promptly and offer the help you need.
UN-believable!
We have to use the tracking number box to capture the correct sales tax jurisdiction code because QBO doesn't seem capable of doing that correctly (today, another invoice QBO decided was 8.81% when it should have been 5%) and QBO only provides some weird lable for sales tax jurisdiction that bears zero resemblance to the actual jurisdiction name/number... so now in the "new layout" for invoices, we LOSE a ton of options we previously had?
Please, get it together!
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