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Hello, everyone.
I recognize how the new layout affects your experience using QuickBooks Online (QBO). Let me provide additional insights about this matter.
Beginning May 6, 2024, QuickBooks migrated all users to the new invoice and estimate interface. There'll be no option to switch back to the old layout. This update aims to improve the back-end technology and enhance the customer experience with more features and faster development. While some old features may not be available, the new version offers improved functionality and customization options.
To help you familiarize with the new layout, check out this article: See what's new with estimates and invoices in QuickBooks Online.
Regarding your concern, to view the original estimate link to an invoice, you can follow these steps:
- Navigate to the Sales menu, then click Invoice.
- Select and open the Invoice.
- You can see a link icon on the line item and click on it to access the estimate.
On the other hand, you can get back to your invoice from the estimate by clicking on the Linked invoices on the right panel.
Furthermore, check this article to help you personalize your sales forms: Customize invoices, estimates, and sales receipts.
You are always welcome to revisit this page if you have additional questions or concerns about accessing your sales forms. We got you covered.