Thanks for posting here, Vintage. Let me share more details on managing your estimates in QuickBooks Online (QBO).
Yes, being a company admin has the access to every part of the QuickBooks account. However, please make sure that you're the company admin.
In the mean time, if you're having the same error when creating an estimates. You can try logging in to your QBO account using a private browser as it ignores websites from using cookies and doesn’t record any history and data. You can save time by using either of the following keyboard shortcuts:
- Google Chrome: Press Ctrl+ Shift + N
- Safari: Press Command + Shift + N
- Mozilla Firefox: Press Ctrl+ Shift + P
If it works fine, clear the cache of your original browser to refresh the page.
Additionally, you can visit this article to learn how to personalize and add specific info to your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please don't hesitate to reach us again by leaving a comment down below if you have additional queries about editing your estimates. We're always here to help. Stay safe.
