I can only imagine how challenging these changes must have been for you, RC125.
I can see how the new estimate and invoice layout affects your experience when creating sales transactions, as working with the interface we got used to is indeed more convenient. Allow me to provide an overview of these latest improvements and changes introduced in QuickBooks Online (QBO).
Effective May 6, 2024, all Plus and Advanced users will be migrated to the new invoice experience. The changes will be mandatory, with no option to change back to the previous layout. The rollout aims to ensure that all QBO users are operating on the new invoicing experience before the end of May.
Meanwhile, Simple Start and Essentials subscribers have already transitioned to the new experience, effective April. Reverting to the previous interface is unavailable.
Moreover, you can get acquainted with these invoice updates to get the most out of your experience by reviewing this article: See what is new with estimates and invoices in QuickBooks Online.
To ensure you stay updated on all the changes and beta tests for upcoming features in QuickBooks Online, I recommend visiting our Firm of the Future page.
You can also share the issues you've encountered with the new layout. This way, I can provide solutions or workarounds to maintain accurate records and ensure business continuity.
Additionally, I've added this resource to help you personalize and add specific info to your sales forms that matter most to your customers and business: Customize invoices, estimates, and sales receipts.
I'm ready to help you again if you have more questions about managing your sales transactions. Would you like to learn more about other processes in QuickBooks? I'm with you every step of the way.
