As of May 6, 2024, Intuit QuickBooks Online released a new layout for estimates and invoices built on an enhanced tech platform for faster feature delivery. Don’t worry, your existing data will remain intact and easily accessible. If you receive QuickBooks payments, you can also add options like PayPal and Venmo, along with other available payment methods allowing your customers to pay online directly right from the invoices you send, getting you paid faster.
Users now have access to multiple views, such as the “edit view” when creating an invoice and can easily switch to an “email view” to see how it will appear as an email to their customers. Users can also switch to a “PDF view” or “payor view” to see exactly what the recipient will see when they are looking at an invoice.
To access the new layout, locate the gear icon on your invoice screen to open the “Manage” panel. Here lies the ability to customize invoices to fit your needs. The “Actions” menu is within the Manage panel and this will be your “go to spot” for common invoicing tasks.
The new layout also allows you to convert an estimate to an invoice without the need to enter the infor-mation twice. When you convert to an invoice, the estimate and the invoice are linked. QuickBooks automatically populates the invoice pulling the information from the estimate.
For more information, contact Karen Schott, Senior Accounting Analyst, at Tronconi Segarra & Associates. kschott@tsacpa.com
