Thank you, I found it in the "review and send" button. The response has been great from customer service (thank you for that), however honest feedback for the changes is a big negative. 

This did not work. I now am paying my accountant to figure out where they are going. The accountants copy does not show the downloads either. 

Your solution did not work. My accountant could not get it to work either, and he has the accountant priveleges.

The downloads are not being blocked by any firewalls or security. For now, I am giving up.

Hi there, @PS84.

There's no need to give up, as I'm here to help you locate your downloaded invoice or estimates in an alternative way.

When downloading a transaction, you'll need to print it, and it will be converted into a PDF file opened in a new tab on your browser. The pdf viewer of your browser is responsible for downloading your transaction. The PDF viewer for each browser is different from one another.

Let's start with converting your transaction into a PDF file. Here's how:

1. On the left menu, hover over Sales and select All Sales.
2. Under the ACTION column of your chosen transaction, click the dropdown menu and select Print.
3. You're now redirected to a new tab that converts your transaction into PDF format. Click the Download button (It will vary depending on what browser you're using).

If you're using the Google Chrome browser, you'll see this interface and use this button to download your transaction:

If you're using other browsers, you'll see different buttons like these:

As of now, I recommend using Google Chrome in downloading your transaction so that the steps I provide will match your interface.

Here's how:

1. After clicking the download button (refer to the first screenshot), press Ctrl+J on your keyboard to show your download lists.
2. You'll see the most recent downloads on the top. Click the three-dots menu and select Show in folder.

Clicking the Show in folder option will open your file explorer and redirect directly to the file location of your downloaded invoice or estimate transaction. If the same thing happens, I recommend using another PC, as other external factors could have caused these missing downloads.

Furthermore, you can also consider printing a packing slip in QuickBooks Online.

Please don't hesitate to reply if you need additional assistance or clarification with finding your downloaded transactions. I'm here to help you anytime.

Let's just face facts. Great idea to put everything on the cloud.  But in the process, the product has taken a step backwards.  I have a few divisions and can't even assign payroll into separate divisions now if an employee works in multiple departments.  Lost my ability to track profitability by department.

Furthermore, can't even add a fuel surcharge as a line item without some stupid work around that customers do not understand.  With the difficulty of using this "modern" form over our custom pdf forms, makes this product brutal.  I would recommend going elsewhere if you want flexibility and have multiple departments.  Desktop was awesome.  They took a huge step backwards except for the ability to give customers a payment link.  Only advantage I see.

@SanRoCher 

We have over 20 QuickBooks accounts and I'll be looking for something else.

Convert your data to QB Desktop and you can use the trial version to access your historical data for good. Then you will start from scratch in a new app to lower your conversion costs.

Our accountant figured it out prior this support help posting. Quickbooks has made things so complicated now. Stepping backwards is the wrong way to go. Why change things to make them harder? I can no longer copy estimates and invoices either. I am looking at a new option.

In this new invoice is there a way to separate out multiple projects for one client?  On older versions it was automatic....

I'll provide some insights about how the new invoicing works in QuickBooks Online (QBO), @bbarry.

QuickBooks Online (QBO) offers functionalities to handle projects for a client, but that doesn't directly create separate invoices for each project within a single transaction. You'll have to create individual invoices for each project associated with the client.

Here's how:

1. Go to the +New.
2. Under Customer, select Invoice.
3. Choose Add Customer and select a Project.

4. Review Invoice date, Due date and Terms.

5. Add product or service, select charge calculation.

6. Click Save and Close.

You can check out this article to give you an accurate look at the profitability of each job, including income, expenses, profit margin, and time worked: Project profitability in QBO.

I'm always here to lend a hand if you need additional assistance with projects in QBO. Just leave a reply to this thread, and I'll promptly answer your queries.

It appears you didn't actually read the question I asked.  I have been using projects for years.  I already have them set up.  However, in this terrible new version of the invoice the clients bill is not separated by project.  To be as clear as possible, before this update to the invoices the invoices were automatically separated by project for each client.

Thanks.

We appreciate you getting back here in the thread, @bbarry.

To ensure we can provide an accurate resolution to your query, can you tell us more about the problem? Are you referring to the invoices not separated by project on the Invoice page? Customer List? Or when inside the project itself? 

Feel free to comment below so we can respond right away. Keep safe, and have a good one. 

Download and print does not automatically download anymore, you have to click on either the print icon or save icon and save it to your computer. 

@Christine-K It was true.

@Christine-K In response to your being worried about the frequency of such changes, just know that the new invoice issues are not news to Quickbooks. They started rolling it out in 2023 and the customer feedback was swift and harsh. Quickbooks then delayed the full new invoice rollout, perhaps hoping customers would forget how awful it was, but communicated that they had no intention of fixing the issues customers complained about and would still force the new layout to all users May 2024.

You can search this forum all the way back to 2023 and find complaints about removed features such as price rules, the option to delete the "Make a payment" button from printed invoices, and hiding columns on the new invoice layout. If you call to ask the status on any of these changes, Quickbooks representatives will tell you that there is no plan to reimplement any of these features.

By all accounts, the new invoice layout is in the state they want it to be and will remain for the foreseeable future.

If you want to go back to functional invoicing, you're going to have to look into other accounting software options out there as many of us already have. Freshbooks, Xero, and Netsuite would be good places to start.

I am so glad I am not the only one who is having this issue it’s nuts and im about to have all my clients leave QBO.  You can’t even see which unbilled expenses what projects they go to now when you want to bill them from the invoice screen it’s one big cluster so stupid these changes.  Im constantly fixing my clients workers books because everything is a mess

Can I ask why in this new invoice system every time I save something it shoots me back to the main dashboard?  Why can't I stay in Search or the Customer?  Or is there some setting that can fix this incredibly annoying and time consuming issue?

HELP PLEASE!

Thank you for joining this thread, SHAWNC7.

When saving an invoice in QuickBooks Online, you'll be directed to the main dashboard. We value your ideas and insights about having the option to remain on the Search or Customer page. In this case, you can send feedback to our developer team.

Here's how:

1. Select the Gear icon.
2. Click Feedback under the Profile column.
3. Enter your product suggestions.
4. Click Next to submit.

In addition, here are some articles to help you handle customer invoice payments and keep track of all the transactions you have inside the program:

• Record invoice payments in QuickBooks Online.
• Run reports in QuickBooks Online.

If you have more questions about invoices within the program, the Community team is ready and willing to help you again. Feel free to reach out to us anytime for support. Have a great day!

Our ability to easily edit a template is gone.  We have one choice to use the one "modern view" template and that template is not customizable.  It looks terrible.  Can't make fields any wider so my email address and website address break into a separate line.  I'm not shipping anything I don't need the "ship to" address and the logo is all the way to the right.  Looks terrible.

One template?  That's it?  That's our choice now?  Intuit programmers could learn to embrace the phrase "if it ain't broke don't 'fix' it" !!

Quickbooks makes changes without any warning and without any consideration for customers. I do not like the new invoice layout, but was able to figure out how to print the "standard" version, but it prints a stupid bubble that says "pay invoice" which I am sure makes no sense to my customer. 

They also removed the choice to delete an expense but keep it tied to the invoice, so now there will not be accurate reporting for for jobs/customers profit reports. I was told by QB representative that its been programmed that way and they will not be changing it. So now I will have all these expenses that are not tied to an invoice or customer at all.

We have been a customer for a long time and have used this feature for years. Can not believe they just decide to eliminate something, without considering how it affects their customers businesses. I wish they would give you the option to accept the updates or stay on the existing version. 

Oh even better, now creating invoices from recurring reminder templates does not remove the recurring transaction from the list.  Just a bang up job team.  

I always create an invoice with a recurring transaction that lists our core products with zero quantity.  Then I update the quantity and delete the unused ones.

1. I can no longer update a quantity and hit the down arrow to go to the next cell.  I have to either tab about 5 times or click the next cell with my mouse.  Very inefficient.

2. The trash can icon has gone away, and I have to click the three dots to see delete.  Why did you add that extra step.  Very ineficient.