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Other questions
I appreciate you for posting your concern here today, @Chris__. I'm here to provide some insights about the tag feature in the new invoice layout format of QuickBooks Online (QBO).
You can freely switch back from the old to the new preferences at any time. Just click Try the new invoices from the invoice window and you can continue with your business.
If you are unable to see the button, let's take this to our Customer Support Team so they can investigate what's causing the issue. They can use their tools to look deeper into the system and fix this for you.
Follow the steps on how to reach them:
- Sign in to your QuickBooks Online company.
- Select Help (?). Then, click Assistant.
- Enter a brief description of your concern, and click Continue.
- You may choose either to Start a chat or Get a callback.
Refer to this article for more information about the feature: See what’s new with estimates and invoices in QuickBooks Online.
Additionally, you can check out this guide, where you can customize invoices, estimates, and sales receipts in QuickBooks Online.
Don't hesitate to reply anytime if you still have questions or concerns about managing invoices. I am always here to help. Take care, and have a great day ahead.