Is anyone happy with this new terrible update to the invoices and estimates format? It's like I'm starting all over from scratch. What a headache and disappointment.

Hello there, emerald.

I can see how the new invoice and estimate interface affects your impression when recording your transactions. Let me provide insights on how it works in QuickBooks and ensure you can use the format that you need.

Our product engineers have changed the invoice and estimate interface or format to better suit our customers' needs and to make it more user-friendly. Please know that Plus and Advanced users can still return to the old layout. If you're using the said versions, I recommend switching back by clicking the Old Layout button. This allows you to view the interface that you prefer.

Here's how:

1. Click the +New button and select Invoice.
2. On the top-right corner, click the Old layout button.
3. Tap the Switch layout button.
4. Enter or select the necessary details, and then the click Leave and submit button.

However, Simple Start and Essentials users have been migrated to the new invoice experience with no option to opt out since October 18, 2023. This means the ability to return to the old experience is no longer available.

I suggest sending feedback to our product development team. They'll review your comments about this matter and might consider adding it to future updates.

Here's how:

1. Click the Gear icon at the top.
2. Choose Feedback.
3. Enter your comments or product suggestions. Then, select Next to submit feedback.

In case you need details on how the Sales page gives you a great at-a-glance view of the status of all your sales entries like open and paid invoices, you can read this article: View sales transactions in QuickBooks Online.

You can always get back to this thread if you have any other clarifications or questions about managing your sales entries in QBO. I'm always around to help, emerald. Take care.

it sucks!!! im trying to create an invoice but am unable! The menu selection on the left of my screen is blank. 

Hello, @pacificcoastcrane.

I’ve seen that you’ve posted twice on the Community page. My colleague already addressed this issue with the issue you've encountered while working with your invoices in QuickBooks Online.

You can visit the link to view her recommendation: https://quickbooks.intuit.com/learn-support/en-us/other-questions/i-can-t-create-an-invoice/01/14323... 

Please don’t hesitate to get back to us if you have any other questions or concerns with QuickBooks Online-related tasks. We’re always here to help.

I totally agree , it is a nightmare . The time im spending sitting here playing and learning these new layouts i could be out in the field meeting with customers . I feel like its getting worse and worse as time goes on and from what i hear a lot of local small business dropping quickbooks . I believe im one of the few who still uses it however , I'm not too far behind. 

I totally agree , it is a nightmare . The time im spending sitting here playing and learning these new layouts i could be out in the field meeting with customers . I feel like its getting worse and worse as time goes on and from what i hear a lot of local small business dropping quickbooks . I believe im one of the few who still uses it however , I'm not too far behind. 

Hello there, leading edge.

Adapting the changes within the new invoice and estimate layouts can indeed affect business processes and productivity, as it will take more time and effort. Let me add some details regarding this matter.

As mentioned by my colleague, these updates ensure the software meets different business needs. However, the option to switch to the old layout is available for Plus and Advanced users while unavailable for Simple Start and Essentials users.

Moreover, I recommend sending your insights regarding the new update to our product engineers. They can take notes and consider them when working to further improve the software. Let me guide you on how.

1. Click on the Gear icon, then choose Feedback.
2. Share your product improvement ideas.
3. Click Next to submit.

You can keep track of your ideas or suggestions by visiting this website: Customer Feedback for QuickBooks Online.

On the other hand, you can get familiarized with the latest estimates and invoices experience through this article: See what’s new with estimates and invoices in QuickBooks Online.

Moreover, consider reviewing this material for guidance on personalizing your sales form to enhance business communication: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please keep us posted on this forum if you have additional questions about the new invoice and estimate layout or other related concerns in QuickBooks Online.

NO!!!!!! It's BACK!!!!

It was fine, then they forced it on us, and we complained and for almost a year it was back to normal.  Now it's back to the "NEW" way which SUCKS.

Come on Intuit, QB, etc... stop messing with it!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

I'm convinced they don't want us using their software.  I wrote an article about the New Invoices a while back (https://fieldexit.com/forum/display?threadid=691).  The new "New Invoices" looks to possibly handle a couple of the issues (it looks like you can modify bill to and ship to on the invoice level and add subtotals)

But, the problems I still see:

• I don't want the default to be Review and Send.  Save and Close is fine.
• Saving Invoices as PDFs now resorts to the filename being a random number instead of "Invoice xxxxxx.pdf" which was nice.

Sometimes I think they don't even alpha or beta test their updates at all.

The user experience is absolute s-h-i-t. All the fancy features and functions don't really matter if guys made it more complicated to use with more steps to do simple tasks. Not to mention it's exponentially slower than it was 5-6 years ago.

It’s complete crap like where’s my refund this a joke the estimates and invoices look like a third grader made them.

Almost one week into forced update and both Productivity and Sales are down. 

Lost features on the estimate and invoice screens

Stop reinviting the wheel!!!!

If you want to play with colors and shapes of things then fine but leave the functionality alone. You are affecting my money, which affects my family. 

I have spent more time on the phone and in chats trying to figure out how to do what I was already doing instead of selling new customers  

The new qb absolutely sucks. I’ve been using qb for over 10 years and I’m considering getting rid of it. Everything about the new layout sucks and makes everything more difficult. I hate it!!!

Things we can no longer do easily after this terrible horrible, awful update:

Search for an invoice by the name of the client in the invoice list

Search for an invoice by invoice number in the invoice list

Search for an invoice by dollar amount in the invoice list

I CAN BE LOOKING AT THE INVOICE ON THE SCREEN AND SEARCH FOR THE NUMBER THAT I AM ACTUALLY LOOKING AT AND IT WILL NOT PULL IT UP. (and yes, I have made sure that the filter is set on “all”)

We now have to go to the customer list, search for the customer, and then look at all of the invoices they’ve ever had and find the one we want.

How is that an improvement?

we cannot attach photos flawlessly anymore. About every third one gives an error.  I will sometimes have to try five or six times just to get one photo to attach.  It takes probably triple the amount of time to create an invoice now that it did prior to this update!

We can no longer add photos or notes or anything to an invoice once it has been paid.

Part of our job routine is to attach drop off photos when we deliver a product. We can no longer do that.

once an invoice has been paid, we can no longer even view the notes or open the attachments to look at photos if there’s a warranty issue or any other need.  We have to email it to ourselves and open it as a link to view any of the info we had added to the info.

We used to be able to search all invoices for any line item/product/service that was on an invoice.  That function has completely gone away. There is no ability For product and services. 

example: if I want to look at every job that used product “ABC”, we used to be able to put “ABC” in the search bar and it would pull up every invoice with that part included on it.

The list goes on and on. I’ve spent countless hours online trying to find solutions to these issues, but I’m out.

I’m switching to a company, who hopefully cares a little bit more about what their users need.

No, the new changes make things so much more difficult and time consuming. What used to take just a few clicks now takes at least 5x more click throughs, more time, more headache. Did anybody at QBO test this on actual users and take into account their actual feedback? Why would you make something that was in a single menu and split it into several menus and screens and click throughs? You do realize that means more time clicking, and the fact that the settings don't stick so you have to change them every time now means even more time spent doing the simple things (well, what used to be simple). In accounting, you would think QBO developers would understand that time is money, no?

I have to use my own template instead of QBO because we need differing legal language included on different types of invoices, so it's like being punished for needing to customize the layout by making me select the same things on every invoice because I'm not using the QBO modern layout (for example, we sell marketing - not a physical product - so we will NEVER need a ship to address on the invoice yet QBO forces it on every invoice anyways and I have to go back and take it off, sometimes multiple times, I saw this is a common complaint on the forums yet QBO has not fixed it and probably never will). Seriously?

Now when I accept or record a payment on an invoice, after completing it instead of taking me back to the account I was working on (like it used to), it takes me all the way back out to the home screen and I have to navigate back in to the account I was working on. Another waste of time.

The new invoices and estimates are nightmare. It was released with so many bugs that is shocking for financial software have so many obvious bugs. It looks like was never tested. They keep slowly fixing the bugs, but it is still nightmare and waste time for me and my employees. I am not even going to list all the issues that they have because it is too many to list. I am looking for a new financial solution because it added 20% more time to our productivity. Things were quite simple and it is a nightmare.

Elizabeth

It is AWFUL! There is not one single recent update that has made this product better. It is becoming a functional nightmare, so many added steps to everything and you have to dig to find data that use to be simple. I definitely don't think they consult end users when they do these things. I am keeping an eye out for another product to switch to if anyone comes across anything, please share.

Hell NO! This is absolutely unacceptable! This is not user friendly at all! I will be looking for a new bookkeeping system to use other than Quickbooks! You keep making updates you think are helping people and your not! Because of all the fields in the new invoice, I guess I pay my data entry clerk more time because you have to get through all those hidden fields before you ever get to where you put in the actual invoice information! You can't even customize your own invoice anymore and remove those fields. We will be using something other than QuickBooks after 25 years! 

It's funny how the employees are trying so hard to defend this absolute garbage update when not one single person agrees with them and their argument is simply invalid. Do better quickbooks. Listen to your customers. Thinking of quitting this program. Jobber sounds great right now.

@pristinepowerwashing 

This Jobber?

https://go.getjobber.com/quickbooks

It is a field service management app, not an accounting app like QB Online. You can sync Jobber with QBO if required.

After the invoice update, all but one of the employers I work with were convinced to jump to another accounting system since this was the last straw. 

I also advocated that they all call Quickbooks and demand a subscription discount based on all of the extra hours they had to pay their bookkeeping and accounting teams just to develop workarounds to make Quickbooks semi-functional with these horrible updates.

I recommend everyone call the Quickbooks Sales department and demand your subscription discount for the past few months.

I agree. If they lose enough business, they will stop their craziness! It took me twice as long to enter invoices today, and my customers are fed up!

Unfortunately this doesn't work if you're using the app.

I went into the desktop changed back to the old original layout form and now when all my technicians email an estimate invoice or sales receipt it uses the form layout.

We operate 80% off of the mobile app.

Our objective is to hide and not allow our customers and competitors to see the cost or amount of each line item.

. I might as well just give my business away if you guys can't fix the mobile app to use the form whether it be new or old.

Please tell me someone's working on this.

I have submitted a ticket via phone as well with no response back

I appreciate your feedback on the recent update to the invoices and estimates format, @5star3.Your input is valuable to us, and I want to address each of your concerns thoroughly.

First, I recognize the importance of having the feature to hide costs and line item amounts from customers and competitors in your QuickBooks mobile app.

Secondly, I appreciate your effort in submitting a ticket via phone. For now, the best way to share your feedback is by communicating directly with our Product Developers. They consistently review user feedback to ensure a seamless experience across both desktop and mobile platforms.

To send your input, here's how:

1. Open your QuickBooks Online account.
2. Go to the Gear icon located at the top-right corner of your screen.
3.  Under the Profile section, select Feedback.
4. Type in your suggestions and then click on Next.

In the meantime, you can track feature requests through the Customer Feedback for QuickBooks Online website.

Additionally, you can check this article to learn about personalizing and adding specific info to your sales forms: Edit a sales receipt or invoice payment using the QuickBooks Online mobile app.

We value your patience as we work to improve our product. Your comments are crucial for identifying areas for improvement. Leave a reply in this conversation for inquiries or concerns about your sales entries on the QuickBooks mobile app or any version.

Hello, 

In the last week or so the old layout is no longer an option.  How can we go back to the old layout?  This new layout that you're forcing us to use is TERRIBLE!!!  The addresses aren't viewable in the whole screen and you can't expand the boxes.  We lost the view that we had on our standard template and had to change the invoice just so we could see our product codes, and the printing functionality changed and is completely terrible now.  Please get rid of this new format.  It's incredibly useless and has added SO MANY STEPS to our processes.