employmentconsul
Level 2
‎August 09, 2023 07:05 PM

Invoices using the old layout

I am hating Quickbooks. First the ability to print invoices in the new layout stopped working. The only workaround I could find was to print and save to my computer then send using my email. Very inconvenient. Then I was told that the new layout was still beta and to use the old layout. I started using it thinking, surely it will have the same information on the invoice. Nope. I have customers with sub customers. On the old layout, it only shows the customer. I need it to show the SUB CUSTOMER. This was just brought to my attention, so now I have to go and print out ALL the invoices I have sent with the old layout. Nope. Can't figure out how to open the invoices in the new layout to print them.

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Carneil_C
QuickBooks Team
QuickBooks Team
‎August 09, 2023 07:51 PM

Other questions

I understand how convenient the new invoice layout is, @employmentconsul. This isn't the experience we want you to have.

 

Yes, you're right that it is a beta feature rolled out for some QBO users only. Any time you switch it back to the old layout, you're unable to get back to the new one.

 

I encourage you to send this suggestion to our Product Developers. We are constantly improving our platform to ensure the best user experience. Here's how:

 

  1. Click the Gear icon and choose Feedback.
  2. Enter your feedback Suggestion.
  3. Press Next.

 

Also, I'm adding these resources to help you organize your sales forms in QBO:

 

 

I’m always ready to assist you with any other invoice-related questions or concerns. Tag me in your reply, and I'll sprint back into action. Take care always.

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employmentconsul
Level 2
‎August 09, 2023 08:08 PM

Other questions

Is there anyway for me to add the sub-customer onto the old layout?  Without that information, the company will not pay.  My contractors are not going to be very understanding about this.  I just want to cry!  Right now I have Simple Start.  If I upgrade will these issues go away?

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JoesemM
Moderator
Moderator
‎August 09, 2023 10:03 PM

Other questions

Greetings, @employmentconsul. Thank you for responding and sharing more information. I am glad to assist you with the sub-customer feature and processing invoices.

 

When you create an invoice transaction, your sub-customer should appear in the customer list. After reviewing our records, I've discovered an ongoing issue with missing customers in the drop-down options when creating Sales and Expense transactions.

 

To ensure you'll get an update about the resolution status, I recommend reaching out to our Technical Support Team. They have to collect personal data to add your company and product to the list of affected users and provide this investigation number for easy tracking: INV-91127.

 

To reach them, follow the steps below:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

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For more details and support hours open this article: QuickBooks Online Support.

 

If you are considering upgrading your current QuickBooks Online Simple Start subscription to a higher version of the software, we recommend reviewing the information contained in this article. It provides detailed guidance on the process and requirements involved in upgrading, so you can make an informed decision that meets your business needs: Upgrade or downgrade your QuickBooks Online subscription.

 

Once everything is set, you might want to utilize this link for reference in seamlessly managing your receivables: Record invoice payments in QuickBooks Online.

 

Please bear with us as we're working to resolve this. In case you have any additional questions about invoices, you're always welcome to post them in your reply. I'll be here to answer them for you. Keep safe and have a great weekend ahead!

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