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robbie2
Level 1

What happened to auto label the estimate with correct number when generating pdf??

Now when I create an esrinate after finally breaking down and accepting the new layout, when I generate the pdf it labels it with the most generic label.... transation_temp-1 .... nothing to do with the estimate. So now we are expected to go back amd rename our estimates and invoices adding more chance for errors when we know this was a feature we already had? How is this such a complicated thing??

1 Comment 1
ElykaJen_A
QuickBooks Team

What happened to auto label the estimate with correct number when generating pdf??

Hello there, Robbie2. I understand how this change adds extra steps to your day just to get your files named correctly.

To help us narrow down the cause, are you seeing this happen on a web browser or are you using the QuickBooks mobile app?

If you are using a browser, please try opening QuickBooks in an incognito or private window. This can help clear out old site data from the previous layout. However, if you’re using the mobile app, you can follow the steps in this article to refresh your app’s data and improve performance: Fix common issues in the QuickBooks mobile app.
 

If the issue persists, I suggest reaching out to our Live Support team, as they have the tools to review your account, ensuring that the new layout continues to evolve and meet your professional needs.

Don’t hesitate to reply to this post if you have more questions. We’re here to assist you. 

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