This isn't the kind of impression that we want you to experience with the new estimates and invoices layout in QuickBooks Online (QBO), El. We all want to give our customers a comfortable and convenient experience in utilizing the product features.
I acknowledge that tags and attachments from estimates on the classic layout carry over when converted to an invoice. As we establish this modern layout in the application, we always strive to improve QuickBooks by introducing new features and enhancements. Our top priority is to provide our customers with the best possible experience.
Since these are new, features such as carrying over the tags and attachments are still unavailable. Thus, I recommend sending this suggestion to our product development team. Our product development team is responsible for evaluating and implementing new enhancements, so they would be better equipped to determine the feasibility and benefits of your suggestion for our users:
- Go to the Gear icon.
- Select Feedback.
- Enter a brief description of your product suggestion.
- Click Next to submit feedback.
In the meantime, I recommend continuing your workaround by reattaching tags and attachments to your transactions. I'll also add these articles for reference:
I'll keep this thread open if you have further questions or clarifications about the new layout. The Community always has your back. Stay safe!
