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New Invoicing

2/25/2024

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Hello!
The news this month is all about the New Invoicing.  Effective May 6th, all QBO users will be switched to the new invoicing layouts permanently.

In light of this, for those that use invoicing I am recommending that you go ahead and make the switch in the near future.  This will give you time to adjust to the new experience and make the transition as smooth as possible.

There are still some functions you may be using that are not yet available in the new layouts.  For this reason, I think it would be best to choose a time when invoicing is least busy to try things out so you have time to adapt and adjust if needed.
Also, please give QBO Feedback!  They need to hear from you if there are improvements that you need.

Here is a link to a short (under 4 minutes) YouTube video that can help familiarize you with the new invoicing experience.  I recommend watching it when you're ready to make the switch.
https://youtu.be/F_2ip47oO8Y?si=OpUR5NK2Lc9Pcgnc

Besides that news, I am still working to wrap up everything for 2023.  I expect for scheduling to go back to normal by the end of March.

Thank you all!
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