Hello Nathan,
I love the amount of detail you've provided here and I want to make sure you get this sorted out. You're right, once you've entered in details for your products and services, those details should automatically populate, no matter which form you're choosing to fill out. For that reason, we'll need to take a look to see if there's something else going on.
The great thing about using QuickBooks Enterprise, or ProAdvisor if you happen to fall into that category, is that support costs are included in the subscription you already pay. In light of that, this is something I'd like for you to take advantage of in this situation. Our phone support team has tools such as screen sharing that allows them to take a closer look at your setup as well to check for things like making sure you have the correct dates entered on rules and items and overall configuration.
If you'd like to take a stab at some troubleshooting before calling in, here's one thing you can try: open a sample company file and create an estimate. If you're still having the problem, it could be something with the program overall that's causing this behaviour. If you're not seeing the same outcome in a sample file, it could be something with the company file. Knowing this can help an agent determine the next steps when you do call. Here's how you can open a sample file.
- If your company file is currently open, click File then Close Company.
- From the No Company Open window, click Open a sample file and choose one.
Our Intuit QuickBooks Desktop software support policies article lets you know things like support hours, support options, and other important details, so feel free to check that out and then give us a call.
We're here to help you get back on track.
