Return to the classic invoice layout.

Sadly, we're all stuck with this.  QB sees it as an "improvement", when in fact, it is a hinderance.

I understand your perspective regarding the recent changes to the invoice layout, mikemike236. It is natural to feel apprehensive or even resistant to modifications, especially when they involve familiar systems or interfaces you have grown accustomed to using efficiently over time. Your desire for the ability to revert to the old one is a valid and relatable sentiment that I fully recognize and appreciate. 

Before the end of May, new and existing users will be migrated to the new experience with no opt-out, except customers who use Time. They will be held out of the migration until the feature "Group by Time" is built, which is scheduled to be ready at the beginning of June. We are diligently working to improve our products and services to meet your needs.

Refer to this article to learn more about the new Invoice and Estimate layout update: See what’s new with estimates and invoices in QuickBooks Online. 
 

Should you encounter any additional questions or require further clarification related to invoicing or sales form management, please do not hesitate to comment below, mikemike236. I am committed to addressing your inquiries with attention and expertise, ensuring you have a clear understanding of the procedures involved and the tools available to streamline your operations. Take care!  

@Erika_K   RE: I understand your perspective regarding the recent changes to the invoice layout, mikemike236. It is natural to feel apprehensive or even resistant to modifications, especially when they involve familiar systems or interfaces you have grown accustomed to using efficiently over time. Your desire for the ability to revert to the old one is a valid and relatable sentiment that I fully recognize and appreciate. 

You sound like a therapist. We're not here to get therapy.

You know everyone hates the new forms. Just admit it.

" It is natural to feel apprehensive or even resistant to modifications"

It's natural to get defensive about you releasing a half baked product, but it's still a half baked UI update that needs more testing. Using your customers as guinea pigs isn't smart. Maybe you should try actually listening to your customers for a change? Just a helpful suggestion. 

What is this "Time" and how do I transfer my company over to it? I would prefer to use the classic (better) layout over the "modern" (worse) one. Even if it is just until June. 

Thank you for your response,mikemike236. I appreciate you taking the time to reach out and engage with me further. I'll share some information about having the option reverting to the old invoice experience. 

I understand how beneficial this functionality to your business. Your insights and ideas helps us further develop and fuel business growth. In this case, I recommend you send feedback. This way, we can enhance your experience with us and will be shared with our Product Development team.  

Here's how:  

1. Select the Gear icon, then choose Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit.
   

Regarding your concern about QuickBooks Time, it is a different subscription. It allows you to pull employee data for payroll and invoicing, keep track of employee tasks and schedules, and automatically remind employees to clock in or out. This is mainly used for tracking, scheduling, and is generally for managing your employees. Also, you cannot directly transfer your QuickBooks Online (QBO) company file to QuickBooks Time. What you can do is integrate Time into QBO. Refer to this article to learn more: Set up QuickBooks Time in QuickBooks Online or QuickBooks Online Payroll. 

Finally, I've provided an image of the QuickBooks Time interface. This will help you illustrate the layout, features, and functionalities of QuickBooks Time, making it easier for you to understand or get to know the software.

If you have any further questions or require assistance managing the new invoice layout, or any of your sales forms, please share them in the comments section below, mikemike236. I'll provide guidance and support to address your specific concerns. Keep safe always!

"It is natural to feel apprehensive or even resistant to modifications,"

We are apprehensive that you push another disruptive update on a terrible feature that removes capabilities and is buggy. We are not software devs who top priority is chasing the newest shinny object. We are small business owners that need to run our operations without someone breaking systems that we depend on.

I used to work in IT depts of big corporations, and I would have been fired for a boondoggle that disrupted the business like this.

i see it as a DEAL BREAKER.  

if they don't fix it.. i'm OUT. 

the FUNNIEST thing about the new HORRIBLE layout.. 

the BILL TO and SHIP TO fields... 

it only holds 3 1/2 lines.. but most business addresses have FOUR LINES...   how comical!!!

so, when i enter a SHIP TO.. it has to scroll to show the entire thing... 

WHAT A JOKE.

come on Intuit... you MUST have someone who can format a BILL TO / SHIP TO correctly... 

what a clown show. 

Here are our concerns with the "new layout" vs the old layout

On old layout you can see all the details estimate and invoice number, email address, shipping info, etc.. The new layout you can not see any of these without running thru 10 hoops to try and locate and save 100 times before it will show you the numbers and then it will not show the email address until you are reviewing and sending. The shipping is not on the new layout as it was the old layout at the bottom. When we try to add it on it is greyed out as we can not utilize the feature. It says to go to design to fix issues we can not find or access this on any account admin or not. Any idea how to fix these issues and why it seems to be more complicated vs more efficient. 

Hello there, mll24550.

I appreciate you bringing up your concerns about the new layout. Please know that the invoice/estimate number and shipping info are available in the new layout. We'll have to enable them this first. Here's how:

1. Open your estimate or invoice.
2. Click Manage and head to the Customization tab.
3. Turn on the Ship to, Invoice no, Estimate no, and other options, you would like to add to the sales form.
4. Under the Discounts and Fees tab, enable the Shipping fee option as needed.
5. Choose the template from the Design tab.

Note that if you're using the old template, not the modern one, you'll still have to turn on the shipping options from there. Follow these steps:

1. From the estimate or invoice page, go to Manage.
2. Scroll down to the Design tab.
3. Under Other templates, click the Manage link
4. Locate the old template you're using, then click Edit from the Action column.
5. Head to the Content section, then click the form header.
6. Tick the Shipping checkbox at the bottom, then hit Done.

Furthermore, can you provide more details about the situation where the option is greyed out? You can also provide a screenshot. It would be helpful so I can share a more thorough explanation.

In the meantime, I recommend performing browser troubleshooting steps. It could be that the accumulated site data is the cause of this unexpected behavior. Start by accessing your QBO account in a private browsing window.

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

If this works, you can clear the cache to fix any issues or grayed-out areas. Also, you can use other compatible browsers to further isolate the problem.

Regarding the customer email, it will appear below the Name field when you log an invoice. However, it won’t be displayed on the estimate creation page.

To view it, you’ll need to click the Review and send button first. That said, I recommend following the suggestion provided by my colleague earlier, which is to submit feedback directly to our product engineers. This will help enhance your overall experience.

Additionally, you can visit these articles for additional details about handling sales forms:

• Customize invoices, estimates, and sales receipts.
• See what’s new with estimates and invoices.

Feel free to add another post if you have more concerns. I'll be available to provide the details you need.

Great, the feedback black hole where we have been sending complaints about the new layout for the last several months? I am sure your programmers will take what we say into consideration just like the last several months. 

Your new layout lacks a drop down tax menu that shows what tax you are charging your customer (CRUCIAL for business that have different tax rates and tax exempt customers) charging incorrect taxes only to for a mistake to be noticed later is a costly disaster. Who ever made this choice for the new UI shouldn't work for Intuit at all. 

Your new layout does not show Invoice numbers after an Invoice is saved 

Your new layout is clunky has stupid small boxes where the address field is populated.

Your new layout has a stupid small box where the Product/service filed is populated, requiring you to scroll through it to read anything within it. 

All of these mistakes scream "I'm a straight out of college programmer with no real world experience and I know better than you!"

It's a complete mess and forcing it on your customers was stupid. Just so you are aware, we are exploring other options like Frazer because we are tired of Intuit not listening to their customers needs. 

RE: Who ever made this choice for the new UI shouldn't work for Intuit at all. 

Well put!

RE: All of these mistakes scream "I'm a straight out of college programmer with no real world experience and I know better than you!

You think the people who came up with the new invoices went to college? Wow, I wonder how they 1) got accepted and 2) actually graduated. It seems implausible.

RE: Just so you are aware, we are exploring other options like Frazer because we are tired of Intuit not listening to their customers needs. 

At this point it seems that a max exodus might be the only thing that Intuit will pay attention to.

Well said! It takes twice as long to do an invoice now.

Here is a thought QB Stop changing things and raising our prices constantly to justify it. You took a mediocre app and made it worse. At least give us the option to keep the old template because it works for a lot of us.

Well, put because if one of those programmers had to go in the field and create an invoice they would understand immediately. I use the mobile app on my phone and when I go into a customer and then try to create an invoice then I have to choose a customer again. Then, for a customer you already have a tax rate set up for you have to choose a tax rate again. Thanks for nothing quickbooks. 

Trouble is you're not improving it.You're making it harder to use for the people in the field that really need it