new layout issues and reverting

I understand your frustration and can see the impact of these issues on your day-to-day operations, @Matteo_S. I'm here to help and make your experience better.

The option to copy an estimate onto a purchase order (PO) is unavailable in the new QuickBooks estimate layout. All feature changes are made and implemented by our product developers.

The display name is automatically created once you enter your client's first, middle, and last names. This information appears on invoices as the customer's name.

You mentioned that the company name appears twice on the form. Could you please specify where it's duplicated?

I’ve checked here on my end and verified that overdue invoices in the Overview is working properly. You can perform some troubleshooting steps to rectify the issues.

Start by accessing your QuickBooks account in an incognito or private window to determine if it’s related to browser issues. Check out the shortcut keys below for quick navigation:

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

Once logged in, check your overdue invoices from the Overview tab and the company name. If it works and doesn't appear twice, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.

Reverting to the old layout won’t impact your data, such as product categories. It only affects the following:

• Layout and appearance of the user interface
• Accessibility of certain features and functions
• Customizations and settings specific to the new layout

Please note that once you've reverted to an old experience, switching back to the new version may no longer be an option. Therefore, if you decide to proceed and encounter any issues, it's best to reach out to our support team for assistance. They can provide additional solutions to any new circumstances that arise.

You can read these resources to get more insights about the new layout:

• See what’s new with estimates and invoices in QuickBooks Online
• QuickBooks Invoices and Estimates FAQs

If there's anything specific you'd like assistance with, just let me know. I'm here to help in any way I can, @Matteo_S.

hello,

We only save customers as companies, and we imported all of them using a CSV.

What's showing on the invoices is something of the sort:

Company_name Inc.
Company_name Inc.
10535 SOME RD
HOUSTON,, TX 77041 USA

I believe it's because the form is assuming that the company name we uploaded and the customer name are different things, which, in our case, they aren't.
Is there a way to modify the form so it shows only the company name or only the display name?

Again, we don't save any individual person's first or last name, only company names.

I confirm the Invoices page missing was a temporary bug, something you expect from a beta product.

Thanks for the information on the revert, we'll consider whether there's any good reason to stay in the new layout and decide what to do.

Thanks for checking back with us, @Matteo_S.

I wanted to confirm a couple of things. Upon importing your customers, are you saying that in the customer's name field their business name is showing as the first and last name, as well as the company and display name? 

If this is the case, I played around in my test company and noticed if you remove the first and last name, it will not show twice on the form. You can reference my screenshots below.

With the business name in both fields: 

Removing the business name from the First and Last name fields: 

Unfortunately, there isn't a way to edit the form to exclude one of the names. I understand how beneficial this would be for you and your company. With that said, I wanted to let you know I've gone ahead and submitted this suggestion to our Development Team. 

If there is anything else I can assist you with, please don't hesitate to let me know. Take care! 

Hi,

Could you test something for me? 

if we were to revert to the old layout, how would that affect the company names and how they show on QBs?

if we start editing them now, would that transfer to the old layout? if we don't, will we have the same exact problem once we revert it?

Thank you

Hi there, Matteo_S. 

Let me provide you with some information about changing from the old invoice layout to the new invoice layout in QuickBooks Online (QBO).

If you revert to the old layout from the new layout, the company name will stay as they were and show the same on your QB account, just as how you were using the old invoice layout before.

Yes. Editing your company name while using your new layout and transferring the old layout is possible. Know that switching to layouts only changes the interface and your data in QBO won't be affected.

To learn further information on the newest update of the new layout in QBO, you can check out this article that discusses it: See what’s new with estimates and invoices in QuickBooks Online.

Don’t hesitate to comment below if you have other inquiries about managing your invoice in QBO. I’ll be here to assist you at any time. 

Iam experiencing the opposite. it is the new layout that I cannot switch to. I already reached out to the technical support team, and they gave me a ticket and updated me via email. It took 3.5months for them to send me a final update that they fixed the issue, but it is still not working. 

I appreciate your effort in sharing those details and joining this thread, MarlenA2. I can only imagine the frustration you're experiencing with the old layout in QuickBooks Online and the difficulty in reverting to the new layout despite reaching out to our Support Team. Having to put in time and effort to solve the problem only to have it come back must be discouraging.

Since the persists, it is best to contact our Support Team again so that you can continue to provide details about the ongoing issue. This will also allow our technical team to conduct additional investigations and, if necessary, create new open tickets.

To reach them:

1. Log in to your QuickBooks Online company.
2. Click on Help (?).
3. Select the Search tab, then Contact Us.
4. Enter a description of your concern, then hit Continue.
5. Choose a way to connect:

• Start a chat with live support.
• Get a callback from the next available support.

Make sure to confirm their availability by checking the Support hours as well.

Your patience and perseverance in seeking a resolution are commendable, and I'm here to support you in any way I can. If you need further guidance or have additional questions, feel free to share them in the comment section.

Have there been any updates on this issue? My whole experience has reverted to the old version. I cannot seem to get any updates now. All of our forms have reverted to the old format. I cannot update our progress invoice to indicate the next amount due from the client without creating a whole new invoice and deleting the one with the deposit that the client made. 

This is a whole nightmare wrapped in a horror movie.

Hey, @ccba84355tsb. 

Thanks for chiming in on this thread. 

With the details you gave, we recommend contacting our Customer Support Team. They'll be able to review your account with you and see why this is occurring. Here's how: 

1. Go to the Help icon in the top right hand corner. 
2. Press the Contact Us button. 
3. Enter your question and hit let's talk. 
4. Scroll down and choose to Get a callback.

Please keep us updated on how the call goes. I'm only a post away if you need me again. Bye for now! 

Candice, 

I have already done this as well. It seems that they fix something, but then it breaks again. Interestingly, my clients are not having the same issues as I am, so I cannot understand the difference. 

For instance, just this morning, the invoices and estimates are working again, but I am still logging in to the old layout, even though I had the new layout for a short time.