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Buy nowWe have two companies, one in WI and one in IL.
One of my QBooks has updated invoice forms/layouts (updated about 8 months ago) and the other does not. When I called into QBooks for help with this about 8 months ago (because it looks stupid to send vastly different looking invoices to customers), I was told that updates just roll out at different times... here we are 8 months later and the invoice layout updates have still not come through on our second company, yet now we have another update. The dashboard has a bunch of widgets and things which seems helpful, yet the second company does not have this update so now we have different navigation systems depending on a state borderline?!
The companies are paid for by the same account. It's getting harder and harder to stay organized and look like a cohesive company when Qbooks doesn't roll out the same updates to every customer. What states get updates? What states don't get updates? Why? Why is there a difference between WI and IL? Our offices are 50 miles apart yet we can't have matching invoices, just because qbooks says so?! Just needed to vent because this is really annoying. I'm sure there is no fix or solution for this. I have reached out to customer support and continue to get "we don't know and we'll basically never know or be able to tell you" as an answer.
We appreciate your perspective and viewpoint regarding the phased update rollouts for QuickBooks Online, customer. Your feedback on this matter is extremely valuable to us.
As shared by the support person, updates to existing features within QBO are strategically introduced in stages to:
The redesigned invoice layout was initially rolled out towards the end of August last year and is still being applied to QBO accounts in phases.
I'd also like to clarify that the rollout isn't influenced by geographical location. It primarily depends on the account creation sequence within the QuickBooks system. This is why the first company already has the updated layout even if both accounts share the same billing info.
Apart from sharing your ideas within the community, you can directly convey your feedback and submit feature requests to the engineering team through your QBO account. Here's how:
Through this, your feedback will be sent directly to QuickBooks' Product Development team.
Feel free to check out these articles as well for additional guidance and resources when adding details to your sales transactions:
We appreciate your input and thanks for dropping by the Community, customer. Don't hesitate to reach out to us again if you need anything else.
Thanks for sharing, this is near verbatim the response I received over the phone, although they said it was geographical. Sequential account set-up roll-outs make even less sense since these companies were created at the same time, but regardless, it's a frustrating 'system'. As you mentioned, it's been about 8 months since the invoice roll-out and with the latest dashboard layout, i'm not hopeful our accounts will ever look similar again. It becomes increasingly difficult to train employees on how to use this software when it does not match across the board, and it's frustrating after reading your response, that engineering or whoever can't simply 'turn on' an update when customers have multiple companies. Unfortunately, this continued mis-match of software and poor customer service is leading me to evaluate other accounting software solutions and I believe we'll be making the switch to Xero.
Thanks for a good 12 years, Quickbooks, but we cannot continue to work with chaotic and uninformed updates that affect workflow.
Did they ever get this fixed for you? We also have 2 companies and I have noticed that one company has nicer newer formatted invoice and purchase order forms and the other company doesn't. It is very annoying and doesn't make sense to me because both companies have the same version of online quickbooks.
Hi there,
I noticed you posted a similar concern on the forum regarding a different form interface in another QuickBooks account.
A colleague has already responded to that post. If you haven’t seen their reply yet, you can view it here: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-purchase-order-issues/01/157399....
Feel free to reach out to the Community anytime with questions or concerns about QuickBooks. We’re here to assist you.
Is there any way I can requested my company's software version to be updated? as you can see from the post I commented on this was also happening to her over a year ago and obviously it still hasn't been resolved because its happening to me too.
Intuit is rolling out this update in batches. Soon, all company files will use the latest interface. We'll explain why some of your QuickBooks Online (QBO) accounts still use the old interface.
Improvements to features, the interface, and the system are made gradually. This gives users more time to finish their tasks using their preferred interface before it's updated to the latest version. Rest assured, once your company file is added to the next batch, you'll be able to use the new design and features in QBO.
You can also check this page to learn more about the changes: https://quickbooks.intuit.com/au/blog/product-update/quickbooks-new-interface-updates-faqs/
If you have other questions about QuickBooks or need assistance accomplishing a task inside the program, please don’t hesitate to revisit this thread. We’ll gladly extend a helping hand to ensure your inquiries are resolved.
I do have that new desktop when I log in. I think it updated to that a couple weeks ago so shouldn’t I have the new forms? Is there a way to upload new invoice templates to use? Maybe I can find a template online to use.
It's great to know that you already have the new QuickBooks interface, Yaks2much.
When you mention new forms, are you referring to sales forms such invoice templates? If that's the case, you can create and customize your forms while creating them. You have several options for personalization including:
While uploading a new template is unavailable, you can create a custom template by clicking the Design dropdown and select the template you want to use. I've added these steps for you:
If you have any questions about customizing or working with your invoice template, feel free to let me know. I'm here happy to assist you and make sure everything suits your needs perfectly.
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