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pat50
Level 2

Original invoice view

How can I get back to the original view and invoicing, the new one is messing all my sales and customers up?
1 Comment 1
jenop2
QuickBooks Team

Original invoice view

We appreciate you taking the time to share your feedback about the new invoice layout, pat50. I see that you want to switch back to the old one. 

 

Can you tell us what type of subscription you're using? QBO Simple Start and Essentials customers have been fully transitioned to the invoice layout. If you're under these plans, you will no longer have the option to go back to the old format. 

 

If you're using QBO Plus or Advanced, follow these steps on how to switch back to the old layout:

 

  1. Click the +New menu and select Invoice.
  2. Once opened, click the Old layout icon located at the top right corner of the page.

 

old layout.png

 

I also understand getting used to the new layout can take some time, but we want to assure you that it offers several benefits that you may find helpful in the long run. 

 

For instance, you can receive alerts when a customer has accepted and paid a transaction, preview what your customers see, and offer more payment options like PayPal and Venmo. 

 

I also recommend that you check out these articles for additional information about this update: 

 

 

Additionally, I'd like to share these resources for additional guidance and information when using the invoicing feature in QBO:

 

 

Remember, you can always drop by if you have follow-up questions when recording invoices and doing any other sales transactions. We're also committed to making your transition to the new invoice layout as seamless and efficient as possible.

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