I understand your frustration and can see the impact of these issues on your day-to-day operations, @Matteo_S. I'm here to help and make your experience better.
The option to copy an estimate onto a purchase order (PO) is unavailable in the new QuickBooks estimate layout. All feature changes are made and implemented by our product developers.
The display name is automatically created once you enter your client's first, middle, and last names. This information appears on invoices as the customer's name.
You mentioned that the company name appears twice on the form. Could you please specify where it's duplicated?
I’ve checked here on my end and verified that overdue invoices in the Overview is working properly. You can perform some troubleshooting steps to rectify the issues.
Start by accessing your QuickBooks account in an incognito or private window to determine if it’s related to browser issues. Check out the shortcut keys below for quick navigation:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
Once logged in, check your overdue invoices from the Overview tab and the company name. If it works and doesn't appear twice, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.
Reverting to the old layout won’t impact your data, such as product categories. It only affects the following:
- Layout and appearance of the user interface
- Accessibility of certain features and functions
- Customizations and settings specific to the new layout
Please note that once you've reverted to an old experience, switching back to the new version may no longer be an option. Therefore, if you decide to proceed and encounter any issues, it's best to reach out to our support team for assistance. They can provide additional solutions to any new circumstances that arise.
You can read these resources to get more insights about the new layout:
If there's anything specific you'd like assistance with, just let me know. I'm here to help in any way I can, @Matteo_S.
