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Replying to:
ChristieAnn
QuickBooks Team

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Hello there, emerald.

 

I can see how the new invoice and estimate interface affects your impression when recording your transactions. Let me provide insights on how it works in QuickBooks and ensure you can use the format that you need.

 

Our product engineers have changed the invoice and estimate interface or format to better suit our customers' needs and to make it more user-friendly. Please know that Plus and Advanced users can still return to the old layout. If you're using the said versions, I recommend switching back by clicking the Old Layout button. This allows you to view the interface that you prefer.

 

Here's how:

 

  1. Click the +New button and select Invoice.
  2. On the top-right corner, click the Old layout button.
  3. Tap the Switch layout button.
  4. Enter or select the necessary details, and then the click Leave and submit button.

 

However, Simple Start and Essentials users have been migrated to the new invoice experience with no option to opt out since October 18, 2023. This means the ability to return to the old experience is no longer available.

 

I suggest sending feedback to our product development team. They'll review your comments about this matter and might consider adding it to future updates.

 

Here's how:

 

  1. Click the Gear icon at the top.
  2. Choose Feedback.
  3. Enter your comments or product suggestions. Then, select Next to submit feedback.

 

In case you need details on how the Sales page gives you a great at-a-glance view of the status of all your sales entries like open and paid invoices, you can read this article: View sales transactions in QuickBooks Online.

 

You can always get back to this thread if you have any other clarifications or questions about managing your sales entries in QBO. I'm always around to help, emerald. Take care.

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