Question

Can I switch back to the new experience for estimates? Where is the "try the new invoices" button?

Forum|Forum|3 years ago
July 21, 2022
6 replies
24 views

I have accidentally switched to the old experience and I hate it. I've researched articles and asked two different people in the chat and I cannot get back to the new experience.

QuickBooks Online

A

Anonymous

Let me share some insights about sales forms in QuickBooks Online (QBO).

Beforehand, are you referring to the new interface when creating sales transactions?

If so, the option to restore to the new interface is currently unavailable.

Rest assured that our product developers are always open to suggestions to improve our products and can meet our customers’ business needs.

Thus, I recommend you send your feedback directly to our product engineers. They will be able to consider this option and assist you with your business demands in this manner.

Here’s how you can submit feedback in QuickBooks Online (QBO):

Go to the Gear icon.
Under the Profile column, click on Feedback.
Share your feedback. Then, click Next.

Furthermore, I added this article for your reference about customizing invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to add a comment if you need further assistance with any QuickBooks concerns. Stay safe!

P

PBMB

My account Was utilizing the new experience invoice and estimates. When I logged in today it reverted back to the old experience on its own and I cannot get all of the new forms I created with the new system. Is the whole new experience gone for everyone?

C

Candice14

Level 8

Good morning, @PBMB.

Welcome to the Community. Thanks for chiming in on this thread as well.

At this time, you won't be able to switch to the new experience once you're back on the old one. However, there's a workaround that you can use to access the new invoices and estimates. Follow these links each time you want to create one using the new format:

Also, send feedback to our Product Developers if you'd like the new experience to come back permanently.

This should answer your question. Feel free to come back if you have any other concerns. Happy Thursday!

Fiat Lux - ASIA

Level 14

Consider migrating your data to a new account with a workaround.

C

Christopotamus

I had the new experience as well, but the links sent for the beta stuff do not look identical to what I had, they're a bit different.

Looks like they're launching something soon hopefully...

E

EndpointIT

I too have now been added to the ranks of users that now can't run their company the way they used to because of the exile from "new experience" land.

I was just trying to find a way to disable the auto convert estimate to invoice feature... now there is no point because the customer can't accept the estimates from the emails anymore. I've only ever used the new experience, and the old is horribly unfriendly.

O

oriley126

I am now having the same issue. I went to create a message that would show up on all my invoices moving forward using the new experience. Today, I logged in and its been removed. I cannot figure out how to switch back to the new experience. This is so frustrating!!

T

TeleToast

This rollout process has to be the worst, most bizarre reckless rollout ever considering it's your business and customers on the line. Just after taxes were due in April I logged into QuickBooks and everything was different. It would've been fine if everything functioned properly but I'm having all kinds of malfunctions. When going through help I came across "new experience" I've spoken with tech support numerous times and can't get a straight answer as to what's going on or if the changes and problems on my account are to do with new experience. They've told me that only some customers are on on new experience, and also everyone is on new experience and old experience is completely gone. They've told me while doing screen share that my account looks they way their's has since 2017 yet mine wasn't like this until a few weeks ago. I've been told that I changed too many times from new to old experience that it locked, which is crazy because I never changed it or even knew about it to change it. It was just different and nothing worked right one day. Tech support keeps trying to deal with each individual malfunction which they aren't able to fix after hours on the phone. They deny that it's an overall issue causing many problems resulting in a product that practically unusable. They've told me that nothing is deleted and they have a record of all changes but they won't allow my account to go back to the way it was when it was functioning. I'm so frustrated and at this point that I'm going to need to switch to something else because every time I try to do anything I find more bugs and malfunctions.

M

mares22

Is there a way to export the information in my current qbo account to a file, set up a new one with the old settings that allow the new experience with accept decline estimate emails, import my customer, invoices, transactions, etc and start over. This is extremely frustrating.

\

Thank you for your consideration.

M

MirriamM

QuickBooks Team

Welcome to the thread, mares22.

You can get your data out of QuickBooks Online, like several forms, lists, and reports. And save copies of these onto your computer's hard drive.

In addition, you can delete your data if you need to start fresh with a new QBO company. And if your data is less than 60 days, you can purge your account if you're using the Plus, Essentials and Advanced versions. By doing this, the system deletes all data entered into the company, and you're unable to restore or reverse them.

To purge the data, see the below steps:

Log in to your QuickBooks Online account.
Change the URL to include /purgecompany.
Example: URL shows https://...qbo.intuit.com/app/homepage, change to: https://...qbo.intuit.com/app/purgecompany.
The next screen will provide a summary of the items to be deleted.
Type the word “YES” once the data gets deleted, then click OK.
Click Wipe Data once your selections are complete.
Once the deletion is complete, you will be rerouted to your home page.

However, if your books are over 60 days old, you need to cancel your account and start a new subscription. For more information about this process, read this article: Delete your data and start over in QuickBooks Online. For your visual reference, see this link: How to erase your QuickBooks Online data and start over.

After that, you can import your data to your new QBO account. For more details how and what you can import, see this article: Common questions about importing data to QuickBooks Online.

Get back to me if there's anything you need assistance with. I'm more than happy to help. Have a good day!

M

MrE23

I have had the same issue with getting stuck in the old layout. I have called QB and even had two supervisors attempt to repair with no resolution. They told me I have to work with what I have for now until their engineers fix the issue. Unfortunately they have not given me a timeframe. This old layout feels very outdated and has too many limitations.

I called again today and the Rep told me that everyone by the end of 2023 will be migrated over. I'm hoping it does if not I'm jumping ship to Xero.

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