QuickBooks' New Invoice "Experience"

We'll be discussing the Modern View vs the Classic View changes coming to  the Invoice experience updates.

QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.

Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blog

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Transcript

0:06

You are listening to the audio portion of the QB Power Hour webinar series. The QB Power Hour is a free, bi weekly webinar series for accounting professionals presented by Michelle Long and Dan DeLong, who are very passionate about the industry, QuickBooks, and apps that integrate with QuickBooks. You can find out all the details about the webinar series at qbpowerhour. com. So without further ado, here's Michelle and Dan.

Dan DeLong: 0:30

Welcome to another QB power hour. Today we're going to be talking about modern view reports and the new invoice. Quote unquote experience because it has, it is an experience. These are the core functions. These are some core functions that, that are definitely necessary, necessary for for accountants and small businesses. So we want to make sure that we unpack. What's changing and and what's been moved and what you can't do with some of these functions. And it's a, it's gonna be a jam packed today with the with the content. So let's just go ahead and get right into it. Michelle, introduce yourself.

Michelle Long: 1:11

Welcome everybody, and I have my video off today because I'm at the Lake of the Ozarks on a little camping trip this week, and unlike Dan, I don't have that cool Starlink internet. I just have the Verizon hotspot, and my Verizon hotspot works pretty good, but not good enough for the video, so I won't have my video going today, but anyway, I am Michele Long, owner of Long for Success, and very glad to be with you guys all today, you guys know me, so Dan, go ahead.

Dan DeLong: 1:42

Yeah, my name is Dan DeLong, owner of Danwidth and School of Bookkeeping. Worked at Intuit for nearly 18 years, co hosting today also at the Workshop Wednesdays over at School of Bookkeeping as well. A couple of the details where every other Tuesday at noon eastern, our upcoming webinars, we're working on a CPE sponsor and hopefully that will turn into. The first webinar of each month will be eligible for CPE. So look forward to those changes so that you can get some CPE credit just by coming to the QB Power Hour. You can always check the website for upcoming events. But our main focus is, of course, QuickBooks tips, tricks, what's new, troubleshooting, but also, we want to make sure that, that people are aware of the marketing practices and pricing and apps that work with QuickBooks as well. If you need PDFs of the slides, recordings, a podcast, you can join us today and you want to. Catch us up, catch up with us later. You can always go to qbpowerhour. com slash resources for that. Some of the Q and a, or some of the housekeeping today if you are have some questions Q and a please use that so that it makes it easier for us to monitor that and respond to it and follow up with that. If. That is indeed the case. If you have some comments, some general grumblings about the changes that we're talking about, which is totally fine, please put those in the chat, and then of course we have the link there for the handouts as well. Something new for this year, we are simulcasting, which is what causes the awkwardness when we, after the video and sharing Where we have to share it into the Facebook group as of 422 last month, we can't stream directly into the Facebook group. Thank you, Mark Zuckerberg for that. So we have to do some extra gyrations in order to get it into our Facebook group as well. If you do, and if you are watching it on, in the Facebook group, You want to be able to engage in the conversation and we know who you are. You will need to scan that QR code and allow Facebook to be able to see who you are. Otherwise, it'll just show up as a Facebook user. And then that's really a ne nebulous thing, right? We also have a QB Power Hour store. We invite you to check that out as well. So our agenda today we're, we want to lead off with the changes to the invoicing templates and the changes, changes to the invoice experience because this is a core function, not just for accountants, but also for small business owners. The money inside of things is really what people get into business for. So this, these changes and these. Are pretty drastic and we want to make sure that we cover and unpack that where we'll talk about the new features. Where did it go? Those types of things. I I used to use it here. Where did it go now? Because that is part of the challenge of when there is a change like this. And in this case it's a very drastic change to make sure that, some of that functionality, just moved as opposed to be to going away. And then unfortunately, because of this, there is what can't I do now? And we want to talk a little bit about that, and then we'll talk about the modern reports and open it up for Q& A. Hopefully we'll get through. These these questions as we unpack this, there, there's always the water cooler discussion that goes on with I'm trying to do this and this doesn't work. So we put that in the Q& A for that. Now let's launch the first poll, what platform do you use? This is a two parter. And what are your, what are your primary interactions with your client or the services that you offer?

Michelle Long: 5:37

While you're looking for the poll to launch, I'll just mention, I am covering reports. It's launched. Okay. I am covering reports at one of the QBO, at one of the sessions at Scaling New Heights on QBO Advanced. I'll be covering some of the reports if you guys want to join me. It's a QBO Advanced session on Sunday and I'm doing tips and tricks and hacks on Wednesday. If you want to join me and I know Dan's doing some sessions at Scaling Heights as well So I hope we're going to see some of you guys there.

Dan DeLong: 6:09

Absolutely. There we are Yeah, I just had an extra slide in there for some reason. And I hopefully I didn't delete some important content, but so we wanted to lead off with the new experience of invoices and estimates this all started. It's been ongoing but around may 6th It was like The threshold or the cutoff date where new companies are getting the new experience you can now opt in but that's a one way ticket to update it it affects the invoices and estimates there's some payments enhancements, which, if we look back or try to contemplate why make all these changes to invoicing? The payments is part of that. But it's always been. And I guess Michelle, you probably speak to this as well. The invoice template customization has always had. It's fair share of feedback, especially when you compare that to the desktop, right? In, in QuickBooks desktop, you have a, the layout designer. You can be very prescriptive on the size of the column, the position of the column, the color and all of those things. So especially for desktop migrators who are coming from desktop that's part of the surprise of QuickBooks online is that of what the things that you can't do when it comes to sales for forms customization. Would you agree with that, Michelle?

Michelle Long: 7:34

I would agree. That is one of the things is you can't get as precise and as particular on the invoice and things. And one of the things that, I remember having a conversation with one client in particular because they were Just really freaking out over it. And I finally had a little talk with him. I said, when you get a bill from one of your vendors Do you really care? That much what it looks are you not gonna pay the bill because it doesn't look a certain way Or are you gonna pay it, and I said really just sleep on it. How critical is it if it's On this line instead of that line or if it's in if it's over A half an inch instead of you know there or whatever and really we talked about, you know Choose your fight and pick your battles, just like in anything in life. You have to pick your battles And you know a lot of time like parenting Exactly. And when you're looking at an accounting package, 10 most important things? Please And your invoices is that really number one most important thing is how the appearance is are you going to get paid? Regardless of what it looks like and most of the time. Yeah, they're still going to pay you, you know So you really sometimes have to Put it in perspective because it is shocking to them that they can't get it exactly the same. Is it really that critical?

Dan DeLong: 9:02

Yeah, I guess that kind of boils down to, like their branding, first, first impressions type of thing where we're, With regards to that, but, I can spot a QuickBooks user just by the invoice that they send me. Oh, yeah. Yep, that's from Desktop 2021. Or, something like that. Or they haven't gone in and customized their invoice from Desktop.

Michelle Long: 9:23

And customizing it is important, and you got to get the logo on there, you want to get the colors on there, you want to try to get the fonts right, and you want to get the colors and things right, and you do have to put a PO number on there if that's required, and certain things that you do have to get right, but certain, formatting to be exactly, Sometimes. They just won't give up. And part of it is just the change. They just don't like the change and that's what it comes down to. There's really no real reason. They just don't like the change, but it is a lot different, but it is shocking.

Dan DeLong: 9:59

Yeah, Jen is mentioning in the chat that progress invoicing formatting is really important. Especially for, those that are doing, like a third, or. A portion invoicing, they want to see that or the customers kind of demand to see that as well. So that has been, part of the frustration of this new experience. But the main goals, besides the payment enhancements is you're able to customize it while you're editing the transaction. So you don't have to go navigating somewhere else to the sales form customization center to, to be able to modify what on the screen. There's a three, I call it a 360 degree view where you'd be able to see what's on the screen. What's also what the payer will view when you email. Email the invoice. What does that look like? And then what does it look like when they go to pay it? Because that's ultimately that, you want to be able to speak to what those look like for your customers, right? When they say I never got it. Or I never what am I looking for? To be able to see what that looks like right there on the screen before you send it is nicer than now I got to go check my own inbox because I may be BCC myself or something like that. So I can see what you see when I send it to you. And then, some of those. Features that are currently are unavailable. And I think that is that's part. And I think that's what the, what is the root of the matter of the frustration around this sort of change. We're just going to contemplate and for my history working at Intuit, um. This this sort of thing, and especially because it's QuickBooks online they're not going to wait for a yearly release, for these things where they can, two months prior to that, they can beta test these sorts of things. And with QuickBooks online, these changes can be implemented. And to its credit, some of the feedback that has occurred about these, this new invoice experience has already, been implemented. And that's part of the double edged sword of doing things in a, in an online, right? So you make some changes. You hear from the customers that are using them and, prioritize and implement that feedback. And they are making those changes. Like a lot of the initial grumblings about it have taken place and are already, part of the new experience, right? So let's talk about the good, the bad, and the ugly, right? So the the good view, the good, I would put it in the good is the 360 view, right? So you're going to see these four tabs top edit, email, view, PDF, view, and pay your view. So edit is what you can do directly on the screen. So you can make those changes and we'll go through a high level demo as well inside of QuickBooks email view is what the customer sees. invoice. PDF view is what the transaction looks like as a PDF, right? So when they download it and view it, what does that look like? And then pay or view is what the screen should look like when the customer would click, review and pay. And then one of the major changes is this whole idea of adding them on PayPal and Venmo. And this is part of a, I think, Part of the confusion because not only is Venmo and PayPal confusing in and of itself, but now adding this as an option in your invoices adds another layer of complexity to that, right? Look, they already have a PayPal or Venmo account that they accept payments through that makes it a little bit more challenging, right? So PayPal and Venmo can be additional payment methods. When you're receiving a payment if you're using QuickBooks Payments, right? If your invoices are payment enabled using QuickBooks Payments, then as long as you're on this new format, you're able to check off the ability to have PayPal be a payment method. So that doesn't mean that you have to sign up for a PayPal or Venmo business account because part of the challenge of PayPal is sometimes people use that to skirt paying the fees or just PayPal it to me or Venmo it to me. But actually that's a violation of the terms of service because PayPal and Venmo from person to person is It's free, right? But if you're paying for services it's not, right? Then that turns into more of a merchant account, type of thing where the transactional fees are necessary. In essence, you have to have a Venmo business account and a Venmo personal account for either of those two things. And sometimes people would take a Venmo payment. As a way to, just put it to person, me, and then that skirts the whole idea. But again, that, that sort of business practice is outside of the terms of service for the person to person type of thing. That means that people need to have business accounts for PayPal and a Venmo, which then. Can be confusing michelle. Were you going to say something or add something to that?

Michelle Long: 15:18

I just I don't know. Maybe it's just me. I've discovered it's another way for more Problems with commingling business and personal now We've got clients using venmo for business and personal In addition to all the other things where they commingle business and personal it just makes it even harder For us to identify and track business and personal now that they've got This in there, it makes it harder. And I've seen people agreeing with me because they don't do that. It's just yet one more place where we have to go look for commingled business, personal transactions.

Dan DeLong: 15:58

Yeah. And especially if you have this if you have multiple entities or something tied to your one PayPal. Or Venmo email address, then, the resulting funding or transactions needs to be, it's just more convoluted, right? So this avoids having to set up a PayPal or Venmo account to be able to receive. So now the fees are going to be consistent with QB payments. With the credit card. And if you're on the new pricing the screen chat that I'm showing here is my own account and I'm not on the new pricing yet, which I noticed by doing this Hey, I thought I was supposed to get a better rate but it's actually 2. 8 percent for email invoices and no transactional fee. After this webinar, guess who I'm calling? Into a payment. Why am I not on the new structure yet? All credit card payments are, whatever that is, is the same fee structure for PayPal and Venmo, and then it's just not a need to, for you to set up a separate account because the experience of that payment coming in as regardless of however it was paid, whether by credit card, Venmo, PayPal is going to happen the same way, right? So it's all going to go into the. The payments to deposit or undeposited funds automatically, because your payment is recorded as soon as it's paid, regardless of how it's going to get paid, and then once it's funded, it will be deposited in your QuickBooks, the fees will be tracked, and in a perfect world, the deposit will be auto reconciled. When it goes into your bank account, right? So you don't need these Venmo or PayPal business accounts which will help to, to Michelle's point, segregate out. The money coming in versus the PayPal account that they might be using for for expenses. And worst case, if they use personal Venmo or personal PayPal for expenses, that makes it even worse. So this is a nice new feature, right? Because we do I do like QuickBooks payments and the experience that you have, because once you email the invoice. You're done, right? Assuming that they pay it right once they pay it, the payment, the deposit, the fees are tracked, and it's auto reconciled everything after that, right? One action ultimately creates multiple transactions inside of quickly. So now we want to understand and unpack. In this experience, where did blank go? When you ask I just was used to the more button for, for the transaction journal because more doesn't make sense in my opinion. Like what, that's like a miscellaneous button at the bottom. So there being a little bit more explicit into, what these things actually turn into and where to actually find them. So most functionality is still there. It's just in a different place. So everything is going to be on the right side, there's going to be a manage gear because there's not enough gears inside of a QuickBooks online. So we need to make more gears. But this one actually has a label. So you don't have to call it the baby gear or the big gear or the gear in the upper, right? It's the one that says manage. So when you click on manage, you'll get this slider from the right. And it will have most of the things that were that were available from before, right? So you have the link to the settings, right? So you don't have to go navigate the accounts and settings to change your sales preferences in order to impact the things that are on the screen. You can go for it right from here. Actions is where you're going to find most of the things that were previously under the more menu at the bottom. And those are going to be actions to take, like copying, voiding, deleting, viewing the transaction journal or the audit history status. That's just going to be What the current last status of it is and all of these are expandable so that if you need more information, you can do that. Customization. This is a part of the part of a confusion because you have customization and design. Customization is more for fields and columns. What do you see on the screen? And then of course the payment options. We'll talk about those design is more for how does it look. Colors, fonts, those types of things. Now, the 360 view is only going to be available in the new modern experience, which now seems like for a lot of people, hey, this is a step back. I had, six designs to choose from, and now I only have modern again. This happens a lot when there's a fundamental change like this Into it has to take. The foundational things and sometimes, and this is one of those things that has gone away, but not forever they have to lay out a foundation of the feature set and then they can add on once they've. I don't want to say perfected or at least improved or enhanced that experience with that foundation. So I, I would fully expect that the friendly or the airy or whatever the design that you were using is is still there. That being said, all of your other templates are still there. They just don't have this 360 view. If you were to use that, the older template that you'll have, and you'll see those alerts and those types of things. And then scheduling is where you would set up. Recurring transactions and automatic payment reminders. It's an invoice as well as a print later. Hold on a second, going too far. And then there's a place there for to access customer reports right from the invoice. Very similar to what with that side panel on desktop where it comes in shows related transactions and those types of things. All right. I want to ask this polling question. Do you feel that these changes into its making is a hindrance to your practice? Where is it? Launch it. There we go. And then there's a follow up as to why do you feel that way, right? So it's the crucial workflows are being affected, these changes increases I can see this change is gonna, A customer, and then the customer is either gonna call into it or they're gonna call their accountant. So that, that could be an increased call volume to, to the accountant because they're their first person that they talk to, which is now a distraction of your focus of work. So Michelle, do we have any questions or

Michelle Long: 22:41

We do Dan? Initially, so first of all, yeah, we have a question that I think you're going to get to in just a minute. I think when people first start using it, there's the frustration because everything's changed and they don't know where to find things and how to do things, and that's always a frustration for everybody. Then there's the frustration of, I can't get it to look the way I want it to look. So that's a frustration. One of the things I found is after I started working with it, I do being able to do those customizations and those. The under the manage and doing all those things right there all together, it is more convenient and it is time saving having that all together where you can do the invoice on the left and you have those settings and the customization things over there on the right hand side of the manage. We can do some of those things. Having it all together is more convenient. But Cheryl has a question, how do I void an invoice now? How do I see the audit trail? Like you said, where'd the morphite go? How do I see the transaction journal or the audit trail? And I know you're going to show that. Those kinds of things where people can't find things. How do I do this? That's where the frustration comes in. I can't find how do I do this? How do I do that? That's where the frustration comes in. And I know you're going to help show them how to do that. To alleviate some of that frustration.

Dan DeLong: 24:06

That is my main goal of doing this doing this webinar today is that, help you helping you find where into it moved the cheese. There's a book called who moved my cheese. Actually when I Work there. They gave it to everybody a Porsche, a foreshadowing of Hey, if you don't like the way things are, way weak they'll change, right? So things are going to change into in these things. And, if anybody loves change, it's accountants and bookkeepers that is sarcasm. So if so those things are diametrically opposed. And so when something like this changes and it's a, and it's a core Workflow that causes quite a bit. So let's go ahead and dive into into this. I did write a pretty snarky blog about these initial changes. There's a link to it on the, on our website as well. Yeah, no, yeah. We can imagine that, but I love this image of this person looking at this update layout. Should I do this? Am I, did I click this sort of thing? But we have a video on there and we talk through, a lot of things that we're talking about today. But let's just jump into QuickBooks. Go ahead and pop over here. Hopefully it's not as slow as it was yesterday. Go ahead and pop on into an invoice. First thing is you have this 360 view up here at the top. It's click on it. Oh, no It's not available with this template, right? Someone had mentioned well, can I use my old templates? You can still use your old templates you just don't have the pdf view the payor view or the email, view Of what that's gonna actually look like. So here's our manage button, right? So our everyone down here was like, where'd the mo where'd it go? Where the, where'd the make recurring button go? Where'd the more button go? They're here. Everything should be if it's there it's gonna be under this manage button, right? Because now this slide shows up. I've got. Four options here. I only have four options on new invoices. But if I were to go into a previous one, actually, let me go into this one. Right now I have this was a previously recorded transaction. So I, I have more information more options here on a previously recorded transaction, my actions, right? So now I have. Receive payment which was a button in the upper right of the invoice. So any kind of action that I want to take on this invoice is going to be under here, right? Making a copy deleting, voiding, and then our favorite, audit history. And the transaction journal, right? So these these were things that were missing for a period of time, but they found their way back into this action. So this is where I would suspect that if there was anything that, and anything that is still missing converting estimates to purchase orders. That's one of those things that you can't do that you used to be able to do on estimates. We'll show up here, right? So the actions is the first place to look and of course they made it the smallest thing to find, right? So you learn nothing else today. Actions is where is the former more so the status you'll be able to see that it was opened and then you can view that activity. It's just a larger slider. So this is very similar to the the invoice tracker, right? So rather again, than going to. The Sales and invoices to see the path of this. It's right here on the invoice as well. Then we have customization, right? So this is where you're going to add columns. One thing that is still missing from from this experience. And I assume that this is going to be expanded is is what you can see on the screen versus what or what you send to the customer, right? So yeah, you may want to know the service date, but the customer doesn't need to know that. Or if you want to have the shipping address on there just for sales tax purposes, the customer doesn't necessarily need to see that. For whatever reason, right? But if you show anything up on here it's going to show on the to the customer, so if I actually change the design to them, our modern design, I will actually be able to see the email view and what the PDF looks like. So actually the, I probably didn't save it. Does that shipping address? The shipping address was blank. Let me fill that in PDF. Yep. It did show up over here. And I may have missed it because I was looking for it on the left side if it wasn't there before but here's your other invoice templates to look at as well. So if you have other sales templates, they would be still listed here and you could choose it If you wanted to but now that pdf view and the email view is no longer available You can still look at it from this perspective Your items are listed here And let's go back here. So that's those customizations and design options. So here you're going to have these fields and you don't have anything else other to choose from unless you're using advanced and you have, a multitude of custom fields choose from where you could add those to your forms as well. But again, you show them on the screen, they're going to show on the, to the customer, unless it says, right? You're going to be able to see the class or location or business and QuickBooks has made it nice enough to let you know that it's hidden from the customer so they won't see your tags, they won't see the location tracking that you might have specified or the class. I would hope and suspect That as feedback is given that there will be the ability to have that distinction where you can be prescriptive as to what those what those actually are. Then your payment options, right? So this is where, again, you would enable PayPal, Venmo as a payment option or turn off on and off tips if you're taking those sorts of things bank transfers or credit cards, right? So you can expand those or turn those on and off on a, on an individual transaction if you'd like but also you're going to have these options for payments of the invoice total, whether you want to show that we're not. If you're going to want to use a deposit or take a deposit you can do that as well and then just, again, by clicking manage, it takes you right to the preference of where do you want that payment meth what do you want that payment method to be, what do you want that deposit amount. To be so that they can pay that deposit. And you can do also do these things now on estimate. So if the estimate is requiring a deposit or an upfront deposit, you can accept that from emailing the estimate. So once they've accepted it, you can then you can also, they can accept it online and then make that deposit right away. And then you can specify where that's going to be deposited you all without leaving. Leaving the transaction itself. Shipping fees, if you want to add those add those to the bottom and then setting up more multi currency, if that's the case. What's that? And then we talked about design and then scheduling. And I think this is still one of those step backwards types of things, because if I want to make this a recurring invoice I would click on this, and then. No, hold on a second. Where did it go? Now it brought up another screen where before when I clicked on that now it's gone. Hold on a second. Go back and begin scheduling, set up a recurring invoice. Yeah. So now this experience is Odd because now it's taken me to a brand new invoice instead of a doing it right on the last time I clicked on it, it just expanded. Just like the activity where I can, I could set up those changes right there. But this is actually creating a brand new one, which now takes more time. Which is again, not an improvement when you're taking more time to do the things that you were doing before Like Hector would say we're not spread. We're not valuable and precious seconds. We're wasting here, but also you're going to have, whether or not you go ahead

Michelle Long: 33:09

and I'm sorry on that recurring. Okay, there's okay. On the recurring invoice, I did see where you could include unbilled charges. Can you still have it automatically send and automatically include. Unbilled charts like your delayed credits and things like that so that you can automatically have it send those recurring invoices and unbilled charges and credits and things your delayed charges and credits and unbilled things I thought I saw that box on there. It said include and bill. Yes

Dan DeLong: 33:42

Okay. Yeah, that was for the recurring that was for the recurring setup But yes, that's actually a workaround because when we talk about what you can't do Price rules is one of those things that is Fallen off. And this is one of those things and the challenge of when it, you don't realize or they don't realize until it doesn't really realize the impact that, that these changes are making to the people who are using the functionality until they make this change and they hear from those people that are doing it. Oh I didn't know that we couldn't do that. That's actually one of the workarounds that I'll talk about in a second here. And then the invoice reminders you can set up automatic reminders to send an in, an email to the customer three days before it's due or on the due date or three days after it's due so is a time saver when it's after, if something is due. You don't want to be hounding them and managing that from within your QuickBooks if you could just send a, have QuickBooks send an auto reminder if it's not been paid, right? Now, that can get complicated if they're not paying you through payments, right? So that means if they sent you a check and they paid it and you're sending them a reminder to pay it you want to make sure that you've marked it as paid. Inside a QuickBook so that you don't get the reminder but you can't change the frequency here, right? It's either going to be three days before or it's going to be all potential, right? Three days before, on the due date, and three days after, unless you're using Advanced and you set up your own workflow templates. To be able to send out those auto reminders for you, but this is a plus company. Doesn't have those workflows built in, and then we have access to custom customer reports. So your open invoices and all transactions are listed right here. So that's the sidebar, right? Where most things are going to be available to do. And as things get, or are added, because I see on Facebook modern is the only invoice where we get to see the previews. And that's true, right? So as long as you're you only have this modern view, modern template to be able, or style, I guess that's probably the better way to describe it. You have to use this template. Template the modern template in order to see those email view pdf views. So if you're not using them Using one of your older Templates you won't see that Here, but that's where I did discover that and I don't like

Michelle Long: 36:17

I don't like that at all. I wish you could see the email view and the PD view of my templates as well because I don't like that.

Dan DeLong: 36:25

Yes. My, my guess is, cause you can look in here like this, my invoice template, this was something that I imported. So back when you had the lab and you can turn on being able to import from a Word doc. That was the solution by Intuit to say, Hey, if you really want it to look a certain way, make it in Word and import that into QuickBooks. Which this is like the Pandora's box, right? This could be anything. As long as it's mapped appropriately, it'll look right. But I can see that the email view and the PDF view is probably too difficult to put in here if you're using something like that in in your template design. So you'll have modern you have modern for now. But I would fully, I can't say it fully expect and suspect. That you'll see other files in here eventually that are totally customizable. So let's talk a little bit about what you can't do, right? The MAD, right? So known limitations. So reference links that are displayed for matched online transactions don't show price rules. Is you can create, you can still create and manage price rules, but the new invoice experience Currently doesn't support those price rules now. I'll talk about that because I think I have workaround for the time being adding previous attachments. I'm not 100 percent sure what that actually means. Which if you had previous, what qualifies as a previous attachment and you can still attach things, right? So if I go into down here, you've got your attachment here. So I don't know what qualifies as a previous attachment. Billable mileage tracking. So if you are using the mileage tracker to track your mileage through the app and you make that billable, it will bill that back to the customer currently. And then copying estimates to purchase orders is missing from estimate. And then with the mobile app multi currency. So what this is only when you do using the invoicing experience on the mobile app itself. multi currency, classic sales tax, and subtotals, right? So if you're using those those functions, don't do it in the, don't do it in the app but you can go to the website and use those as well. I know on a phone, you only have so much real estate but if you can go to the QBO website in the mobile browser and use those functions, which, Might be a little challenging to do on a smaller device. Maybe an iPad will be better for that if it's if it's necessary. So I want to talk a little bit about the price rules workaround that that I discovered here. So the issue here is that, you can have a price rule. Let me go into the rules here. Actually, this is, I'm going to go back to the, my example company here. That's where I have these rules set up. Wait. Price rules is a list, right? And this is available from all lists from the big year. You've got your price rules. I've got a, I've got a 10 percent discount here and I'm going to take a look at it. It's 10 percent for all customers and all inventory items. It's a 10 percent percentage, decreased, no rounding, and I don't have dates associated with that, right? If I go to a new invoice, we'll show the problem first, and, not doing that, okay. Let's choose a customer, one, two, three schedules, and then we'll put in this inventory item. My rate is not inclusive of that 10%, right? My regular price was 10. 69. And here it is, right? So I don't have the ability to, to change that, right? Or see what the other price levels were to be able to choose that, that price level. So if I am using price rules, they're really, it's not available from this from this workflow, which is super frustrating for those that are using it. That I can't use it. What is, what I what I was pondering here is that, there is an unused feature because I know it's unused because nobody ever knew about it when I told them about it. Was that without saving this new not new feature has been here forever, delayed credits and delayed charge. They still are in the old temple, right? So this is the old experience of of QuickBooks of those sales transactions. So if I choose the exact same thing, one, two, three schedules, we need to delete those items. And I'll add that first item again, the five beachments. It automatically put in the price rule, which was 10 percent off of 10. 69. And I have this dropdown to choose the different price rules. So I have my default rate, I have my test 10 percent discount to choose. And if I have any other rules, for that matter, they would be available here to choose from, right? So this has already given me the right price for that customer based off of that rule. So if I go ahead and do a bunch of other ones, right? So these are a different inventory item. It's choosing the test discount and price rule. Choose another one. This is expensive candy, by the way. Those are choosing the right the right price based off of the rule that you had set up. Go ahead, save and close. So now if I go and create an invoice. Now, granted, This is an extra step in this whole process, but it's unusable at all when you're using price rules on the new invoice experience. So now I'm going to choose one, two, three schedule, and there's my target, my delayed charge number five for, 2913. I can view it pop out to another, a new window. To make sure that this is exactly what I was referring to, there's those three items. Hooray, I just click add, and now the price that it brought in is the price rule price from the delayed charge. And it's now got a link back to that delayed charge. So this is a way that you could actually still use price rules while Into it is compiling the feedback about how do we get price rules to show up back on the sales transaction anyway to be able to use price rules as part of the new invoice experience. Because once you cross the threshold and update to the new experience because of May 6 that has that ship has sailed of switching back and forth. And I've seen. People have been making the, or, have part of an open investigation or an escalation through into it where they've rolled it back for them, but you don't have the ability to flip flop back and forth between these two. So this is a way to. To work through this process, the root of workaround is work. So it does add an extra step, wasting precious seconds, but it's better than wasting precious hours and getting nowhere by trying to get into it to roll it back forth. So these are that's the way to to handle that. So that was something that I wanted to make sure that people were aware of. Michelle, was there any. Other questions that went through, and we're probably not even going to talk about the modern reports. We'll probably have to save that another.

Michelle Long: 44:23

For another Power Hour, come to my session on Sunday at Scaling Knots. And Alicia's got a session on reports there, too. Anyway, okay, Danielle wants to say, okay, on the new invoice template, do you need to create a new template for the modern view, or can you take your old template, will it automatically default to the modern view? And my answer to that is no, because I can't view it. In the preview, like you were saying, because it's the old format, and so you can't see it in those other views, like you were saying, is there a way to convert it to modern view or anything without starting over anything?

Dan DeLong: 45:06

Not currently, but I would suspect through feedback that these things will come to the surface. And that is that is the main thing that they. This is we get it, we understand that it's totally frustrating for people. And, Michelle and I don't work for Intuit. We used to, or I used to have a bad, I understand both sides of the fence here. And I hate the answer of send in feedback, but that is the answer. And it's unfortunate that, they can't respond to every single piece of feedback, but it's important to, to have your voices heard. And when you send in feedback, make it actionable, right? This suck is not actionable feedback. Is reactionable feedback. Know, I love the saying that I heard from a data analyst when I worked there. He was He said in God, we trust all others bring actionable data. Yeah. Yeah. Trust, but verify. So all of these things about, about that. So if you can provide a screenshot, if you can give steps to duplicate that, that is actionable feedback that somebody can actually see the problem and then work on ways to remedy that. Michelle, were you gonna add something to that?

Michelle Long: 46:31

I had a question for you. I was answering some questions in the chat and Q& A or whatever, and so I probably missed this. I'm sure I did. Did you show us how to get to the more audit trail and the some of those things? Yeah. Because that's important. I know everybody likes to see that. All those things that used to be in the bottom, where you saw them at the bottom before, how do we access those things now?

Dan DeLong: 46:59

Yes, that's going to be on the action dropdown. So you're going to have your audit history. Ah, there

Michelle Long: 47:04

they are! See that little tiny actions button. I would have been looking for hours and other people too. So thank you for pointing that out

Dan DeLong: 47:14

And it's not like it's huge. Like that is very huge.

Michelle Long: 47:20

I'm sure you need to show that again because I'm sure somebody missed that. So could you please do that again? This is if you want to delete the invoice, void the invoice, see the transactions log, audit trail, right? What else is in there?

Dan DeLong: 47:38

It's a spinning wheel of death here. Okay.

Michelle Long: 47:43

You think that's bad. Come down to Lake of Ozarks and try it on a hotspot. Mine's really slow. Okay. Everyone look real close. Right up there at the top.

Dan DeLong: 47:59

On a saved transaction, this little tiny thing here. Let me just make sure I've got the right thing. But yes, I can zoom in. This guy gives you the ability to make a copy, delete, void audit history and your transaction journal. So this is the, where did it go thing, right? And it's this tiny thing, but this is a consistency from. Other areas of QuickBooks Online. The things that are inconsistent across different workflows, this is actually a consistent thing, right? So you have that action drop down over on the right for pretty much every other table, right? So when you're looking at sales or bills or, customer transactions or vendor transactions, you have that. edit drop down, an action column. So this is a consistent C. So kudos to it and to it for making something consistent in, inside of it. It's on the right. It's it's called actions array. But before, just as soon as you got used to more at the bottom, now they go ahead and move it. They've also done things with this save, right? So save is now all in one drop down or drop up, I guess in this case is at the bottom. You got to save and new, save and close, and just save. And then this Other green option, which did have save and close, save a new now it's just review and send and share a link. So I would suspect you'll see some changes to this as well, because they was always like the God's country of green money's going to come in. If I save it but save and, if you're asking we're saving clothes, it's not under here anymore. Now it's under the save stacked stacked option. Did you have another? Yeah, too many clicks. That is the that is the challenge of this. And I think as time goes on either, either Hector and Mark with RightTool are going to save us those clicks or Intuit will actually be able to consolidate the feedback and make those changes. Any other questions that we missed and might have missed there, Michelle?

Michelle Long: 50:21

Somebody wanted to know if you could remove the product and description column from the invoice. In this new format. That is one thing you can't do. Yeah, I

Dan DeLong: 50:36

know that's one of the problems I've always heard complaints

Michelle Long: 50:40

about. Yeah,

Dan DeLong: 50:43

there'll be a, there'll be a step back. This is one of those step back things. And on the the sales form template, you have, you still have the option I believe this is something I'll double check, but I think you should be able to still go into the modern style and make some changes to it. As far as your column width and activity rows and those types of things. So I'll play around with that and And maybe report back on that as well because we are at the top of the hour. I did want to throw up that last poll if you don't see it after this webinar, has your opinion of today's topic changed? So has this helped? Is really what I'm asking is this better made a positive impact to you? Because again, the main thing that we want to ensure is send feedback to Intuit about the new experience so that your experience can actually be better as well, but don't expect them just because you entered in feedback to take action the following day. So that's gonna, it's going to take a lot of feedback to prioritize and back and then see what it would actually take to make those changes, because the worst thing they want to do is break something else. That's. In service to trying to fix something. That's that's our webinar today. We appreciate you. Michelle, any closing thoughts.

Michelle Long: 52:12

We've had a lot of complaints about that change and how come into it keeps changing all these things and stuff. And it reminded me his name was Shane has the 1 of the product managers. And I remember at 1 of the conferences, Shane was up there presenting how the drawer would slide out. when you're entering an invoice so you can see comments about them or anything like that about the customer because that was the most requested thing that people had been putting in, right? And then at the next year's conference, the most requested thing was turn it off. I hate it. So the poor product managers, they never win. We are never happy. So they do our best to store feedback and things like that. So continue to send your feedback and so it continues to listen. They never get it right the first time, so keep sending your feedback. Dan, thank you for telling us all these little things and the little buttons that we can't find because they just don't show up until you point them out to us. Thank you for helping us with all that, as always. And thank you, everybody, and keep sending that feedback in to them.

Dan DeLong: 53:17

I love Karen's note there. I'm getting even more excited about my decision to retire. Too much change is is certainly too much sometimes. Alright we'll see you next time on the Community Power Hour. And if you're coming to Scaling New Heights we hope to see you there as well. Everybody have a great day.