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How do I find my invoices and check my business info after the new invoice layout update?

Forum|Forum|2 years ago
May 10, 2024
42 replies
118 views

My Business information is inaccurate. I had to update everything. I can't find previous invoices from clients. its just not working right. I've spent over 3 hours on the phone with intuit and no one resolves it. its been a waste of my time. I need this resolved asap.is anyone else dealing with this?

QuickBooks Online

Best answer by katelynner

Finding your invoices

Go to Sales, then Invoices.
Adjust the Status and Date filters to see invoices from an earlier period.

Checking if your business information changed

If details like your business address or settings look different than you remember, check the audit log to see whether something was changed, and by whom. You can also review your information by heading to Settings, then Company Settings.

Understanding the new invoice layout

To take a deep dive into the new invoicing experience and what you should know about it, check out See what’s new with estimates and invoices in QuickBooks Online. If you would like to see a specific feature or change, let our engineers know by following the steps below to submit your feedback.

Select the Gear icon, then Feedback.
Enter your comments, then select Next.

Helpful resources: See what's new with estimates and invoices in QuickBooks Online, Customize invoices, estimates, and sales receipts in QuickBooks Online, Use the audit log in QuickBooks Online

Running into something specific that's missing or not working? Tell us which feature and we'll point you in the right direction.

Show previous replies

P

pdup

Do not like the latest changes. I feel like the updates are just to justify continued subscription cost hikes, but do little to improve the ease-of-use and only add time and frustration to features and functions the user has already spent hours and days learning. Quickbooks, just leave well enough alone and stop raising the price.

F

Flhiatt

Opened my app today, and 75% of it is missing. All of my shortcuts, and now I don’t even have the ability to create and send estimates or invoices using the app.

E

ErwinQ

I know the importance of accessing your transaction in the QuickBooks Mobile app, @Flhiatt

I'd like to understand your concern better. Could you let me know if you're using an Android or iOS device? This will help me check for any ongoing investigations related to your issue and the software you're using.

In the meantime, let's perform the basic troubleshooting to isolate if it's a mobile app-related issue.

For iOS

Go to Settings, then tap General.
Click iPhone Storage, then tap the QuickBooks Online app.
Select Offload App.

This will free up the storage without deleting your app's documents and data.

For Android

Go to Menu ☰, then tap More Options ⋮.
Select Settings, then Refresh Data.
Click YES to confirm.

If the issue persists, you can uninstall and reinstall the Online mobile application. Otherwise, you can create and send estimates in QBO using other supported browsers.

If you need further assistance, let me know in the comment section. I'll be here to help.

J

jneto9508

This new app update is HORRIBLE. Cant see past invoices. cant add an overpayment to current invoice so shows as credit. creating an invoice is just too many steps that we didnt have before. Juat bad this new update QB needs to do something about this asap. I always ran company via app 95%, now i cant do simple things and finding myself bringing out my laptop alot more often. Its really frustrating.

A

Aldren18

QuickBooks Team

This is not the impression I want to leave you with, @jneto9508. I'm here to provide some clarification and details about the invoice feature in the new QuickBooks Online app interface.

First and foremost, I want to assure you that your feedback is invaluable to us, and we take it seriously. The recent update to the QBO mobile app was designed to enhance the overall user experience and provide a more streamlined invoicing process in the long run.

In the latest QuickBooks Online app update, you can still view your past invoices by accessing the Invoices menu. However, the new update only allows filtering the invoices by status and no longer supports filtering the invoice list by date.

I've included screenshots below for your reference:

You are correct that the updated QBO mobile app only allows for exact payment and does not support recording overpayment or partial payment. In the meantime, I recommend using the website to access your account and add an overpayment to the current invoice.

I understand that the transition has been challenging. However, for now, it would be most effective to communicate your feedback directly to our Product Developers. They are genuinely interested in hearing your input and highly encourage you to share your suggestions by providing feedback.

To send your input, here's how:

Tap the Menu ☰ icon
Click Help & Feedback.
Type in your suggestions and then click on Next.

I'll share the link to our QuickBooks Blog so you can stay updated on the product's latest releases and updates: What’s new in QuickBooks.

Furthermore, I've attached some articles to help you manage your invoices and learn about the supported mobile app features of QuickBooks Online:

The QuickBooks Community is here to support you throughout this transition. Feel free to reach out if you have any other questions or concerns about managing invoices in QBO. We appreciate your patience and understanding as we work to improve the invoicing experience for all our customers.

A

APCS2018

I cannot find anything for my independent contractor input for my 1099s. This is horrible. The old was easy to use and now i cannot find anything. Let alone I cannot get anyone on the phone and I am still paying big money for something I cannot use. Every July I come in and do my input and there is nothing here. This is pretty disqusting. I used refer people to quick books but not anymore. I know your platform, make it harder so we have to pay for book keeping. Not happening.

This is horrible and noone to talk to.

K

kdsgreenville

You are definitely not the only one. The new QuickBooks online updates have more than tripled the time I previously spent on invoicing. The recent updates are trash and absolutely must change or we are hitting the road and will move our three companies to a new platform. It is insane!!

C

cher941265

Thank you for your response. It is extremely frustrating. I noticed a couple of days ago while I was invoicing it became EVEN MORE TIME CONSUMING. I use to be able to tab through the invoice without having to actually use the mouse to click on the fields. I could type a few letters and it would populate the item I am looking for. I can still do that. BUT, Now, if I don’t use the mouse to click on the field I am typing in, when I get to the end of that line item it does not add a new line.I have to click the “+” to get a new line everytime.
Have you looked at other programs?

H

HaataeQ-B

One of the things they took away was a crucial field we used to use on forms for internal notes. Please see screenshot. Is there any way for us to get this functionality back again?

As far as Intuit goes I can only laugh about the claims that you "value feedback". The only thing you "value" is turning our software into a 24/7 advertisement machine trying to shove new services we don't want down out throats. Care about our feebback LOL. What an insult to our intelligence.

H

HaataeQ-B

well of course my comment probably got deleted by your AI

J

joneslawnmowing

I am also dealing with this. I was able to change the invoice layout online but it doesn’t transfer to the app and I cannot change the layout in the app. I have talked with 3 different agents and they cannot help. I have requested IT call me but we’ll see. I wish they wouldn’t have messed with it before consulting us.

katelynner

Answer

Community Manager

Finding your invoices

Go to Sales, then Invoices.
Adjust the Status and Date filters to see invoices from an earlier period.

Checking if your business information changed

If details like your business address or settings look different than you remember, check the audit log to see whether something was changed, and by whom. You can also review your information by heading to Settings, then Company Settings.

Understanding the new invoice layout

To take a deep dive into the new invoicing experience and what you should know about it, check out See what’s new with estimates and invoices in QuickBooks Online. If you would like to see a specific feature or change, let our engineers know by following the steps below to submit your feedback.

Select the Gear icon, then Feedback.
Enter your comments, then select Next.

Helpful resources: See what's new with estimates and invoices in QuickBooks Online, Customize invoices, estimates, and sales receipts in QuickBooks Online, Use the audit log in QuickBooks Online

Running into something specific that's missing or not working? Tell us which feature and we'll point you in the right direction.

Finding your invoices

Checking if your business information changed

Understanding the new invoice layout

Finding your invoices

Checking if your business information changed

Understanding the new invoice layout

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