Anyone have a problem with invoice format since the update?

I can be of assistance in matching your invoice format in QuickBooks Online (QBO), @mockdistributors. 

To ensure we are on the same page in fixing your concern, are you referring to an unmatched invoice template from what you have sent to your clients? Is it different from what you have set as default? If so, I can lay out a reason for this and how QuickBooks works with sales forms.

When using the modern invoice layout, there are alterations we need to consider when setting the default template. In your case, let's ensure your desired format is set as the default in the Custom Form Styles. You can follow the steps below:

1. Go to the Gear icon and select Custom Form Styles.
2. Locate the template you want to be the default.
3. Click the dropdown arrow under the Action column.
4. Select Make default.

After that, let's go to the invoice design section to ensure that your desired format is applied. In the modern invoice layout, the application sets its format to the Modernized template by default.

To prevent us from selecting our preferred template every time we create a transaction, let's remove this as the default, and then QuickBooks will automatically set what you have assigned as default from the form styles selection.

Let's begin by following the steps below:

1. In your invoice transaction, click the Manage button.
2. Navigate to the Design dropdown, and click the Remove default beside the Modernized template.

QuickBooks will then follow the default settings you have specified under your form styles. Additionally, you can use this resource to record payments from your clients once they have settled their balances: Record invoice payments in QuickBooks Online.

You can always drop by the Community if you have additional questions about managing forms or any QuickBooks transactions. I'm just a few clicks away to help you. Take care!

I cannot seem to move any invoice line items into my set up bundles since the invoice update. Anyone else having similar issues?

Yes they have messed up the description box. I can only get half the width of a 8x11 invoice. The other half is for rate qty and amount. I am very pissed off over the changes. I need to write detailed descriptions on the work I perform which I could do before with no issues, but since they changed the format I can no longer write my invoices as I use too. I been through many tutorials online and none of the help fix the problem. I know how to expand the boxes but it’s still is not enough. QUICK BOOKS SUCKS in this area!!!!!!!!!!!!!!!!!!!!!

Hi there,

It sounds like you’re experiencing issues with the invoice format since the recent update. This can sometimes happen when changes in the system affect how invoices are generated or displayed. A few things to check:

1. Template Changes: If the update included modifications to the invoice templates, verify that the correct template is still selected in your system settings.

2. Compatibility Issues: Check if the update might have affected compatibility with any third-party tools or customizations that were previously used to generate the invoices.

3. System Settings: Review the formatting settings in your invoicing or accounting system. There may be new settings that need to be adjusted post-update.

4. Error Logs: Look into any error messages or logs generated during the invoicing process to pinpoint where the issue might be coming from.

If the issue persists, reaching out to your support team or checking with others who’ve experienced the same update could help pinpoint a solution.

Let me know if you need further assistance!