Clicking the Save button will automatically save your newly created quote, Anne.
Since you're unable to do so, possible causes for this could include an excessive amount of cache or a browser-related problem. I can offer you a set of instructions to address common browser-related issues and resolve any unexpected outcomes that arise while using the program.
To begin, let's initiate the process by signing into QuickBooks using a private or incognito window. Here's how:
- Google Chrome: press Ctrl + Shift + N
- Safari: press Command + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
Next, log back into your QBO account and perform a test to determine if you can successfully save the quote. If you do, return to your usual web browser and clear the cache and cookies to resolve any potential issues caused by cached data. Alternatively, you can use other supported and updated browsers.
I'm also sharing an article on personalising your sales forms for detailed instructions: Customise invoices, quotes, and sales receipts in QuickBooks Online.
You can provide specific details below if you need more help with saving quotes or other related concerns. I will be glad to give you the necessary guidance. Take care!
