Estimate - New Experience

Hello, Bruce.

I understand your challenges with the "check out new experience" link appearing and disappearing. I'll address each of your points to help you understand and resolve the issues.

The link should allow you to preview the new estimate layout. If it's disappearing quickly, it could be due to outdated or corrupt cache files in your web browser. These files are stored to help websites load faster when you revisit them. Clearing them should help address the issue.

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If it works, you may have accumulated too much historical data in your browser. I recommend clearing its cache so you can access QuickBooks with a clean slate. 

If you continue to experience the same thing, there's no need to worry. As we continue to roll out this feature, some users might experience temporary glitches. Rest assured, you will have the opportunity to migrate to the new experience eventually.

Regarding the Accepted by field in the PDF estimate:

• New Estimate Experience: With the new experience, the "Accepted by" field is automatically filled when your customer approves the estimate through email. Once approved, their name and the date will be recorded automatically.
• Old Estimate Layout: In the old layout, you need to manually enter the customer's name into the "Accepted by" field and update the status to "Accepted" to indicate approval.
  

If your estimates appear as text-only emails, you are likely still using the old experience. Once you're migrated to the new experience, your customers will have the Review and Approve option (see screenshot below) directly from the email they receive. The new experience provides a more professional and interactive way to handle estimates.

After a customer accepts your estimate, you can convert that estimate directly into an invoice.

If you have any further questions or encounter any other concerns, please don't hesitate to let us know. We're here to assist you throughout the transition to the new experience. Thank you for being a valued QuickBooks user. We appreciate your understanding and patience as we work on improving our services.

Thanks for offering solutions -- nothing worked. Please forward to the developers to make this feature available to all paying customers.

Thanks,

Bruce

Hello there, Miller. Thanks for getting back to the thread. We understand the relevance of performing any activities you need within your program. 

We're still rolling out comments and suggestions concerning the estimate's new experience and its "check out new experience" link. Your feedback would be much appreciated since this will enhance the QuickBooks experience. Let's forward this feature request to our product developers so they might consider including it in upcoming updates. Here's how:

1. Click the Gear icon, then select Feedback.
2. Type in your feature request.
3. Click Next to submit.

The following articles will guide you in managing your estimates moving forward: 

• Create and send estimates in QuickBooks Online
• Convert an estimate into an invoice in QuickBooks Online

Please don't be hesitant to click the Reply button below if you have any further questions. Please know that we're here 24/7 to assist you. Have a successful year!