Kurt_M
Moderator

Other questions

Yes, Mandi. Opting out and switching back to the old view will only affect the company file you're using. I'll provide more details below to resolve your inquiry.

 

Opting out of the new experience and reverting to the old one will only affect the account where you performed the steps, not the other company files associated with the same credentials. Also, please know that you can switch back to the new experience anytime if you decide to explore its latest offerings.

 

On top of that, here's an article to help you handle clients more efficiently in QBO: Manage your clients.

 

I'm ready to provide further assistance so you can switch back to the old experience, Mandi. I also recommend utilizing the comment section if you have other QuickBooks inquiries. This way, I can provide a prompt response. Stay safe, and have a good one.