Hi there, I see that this is all new to you.
I'm here to explain to you everything. At the moment, there's an update for the QuickBooks Online (QBO) estimate and invoice display and features. And what you're experiencing right now is one of the updates.
However, you can still access the old layout. But, the request to deposit is no longer available. Here's how to switch the old feature:
- Select + New.
- Select Invoice or Estimate.
- Select Old layout.
And if you're ready to use the new feature, you can switch back anytime:
- Select + New.
- Select Invoice or Estimate.
- Select Try the new invoices.
You don't need to worry about your existing estimates and invoices since QBO will save all of the info inside it. Also, ensure to review the differences before sending it to your customers, because every time you switch the new and old features, the design shown to your customer will change as well.
Check out this article for more details: See what’s new with estimates and invoices in QuickBooks Online.
If you want to learn how to add specific info to your sales forms, feel free to read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Click the Reply button below if you have additional questions about managing your estimates. I'll be happy to help. Keep safe and have a blissful week!
