I heard your opinion regarding the changes in the custom sales form or the new experience in QuickBooks Online (QBO), @TeleToast. I can also see how the changes affect your business and the challenges that you’ve been through.
However, the old experience in QBO has retired which means it can no longer be brought back to the application. Although the functionality has changed, I recommend you contact our Technical Support Team. This allows our support to check any possible workaround that may apply to send your customer’s invoices according to your preference.
Contacting them will let them check your account securely while maintaining your privacy. Here’s how:
- Sign in to your QuickBooks Online account.
- Click the Help button.
- In the QuickBooks Assistance chat box, select Talk to a human and or tap the Contact Us button at the bottom.
- Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
- From there, choose a way to connect with us; either to Chat with us, get a Callback, or call our support line directly by getting our Phone number.
Additionally, refer to this article for other options when contacting them. You can also scroll down to the bottom to see their support schedules and hours: QuickBooks Online Support.
Let me know if you have more concerns about connecting bank accounts. I’ve always got your back. Stay safe!
