Question

Estimate issues

Forum|Forum|3 years ago
March 3, 2023
4 replies
0 views

THE VIEW APPROVE BUTTON IS NOT WORKING ON ESTIMATES. IT HAS BEEN A MONTH AND THIS NEEDS TO BE FIXED.

Has anyone been able to get an answer on this? It has been since Feb 6th that this problem exists.

QuickBooks Online

C

CharleneMaeF

QuickBooks Team

This is unusual, glenathomerr.

Let me make it up to you by ensuring this gets resolved.

The issue in your Review and approve button in your estimates could be browser-related. The outdated stored cache can affect the performance of the program.

To rectify this, let's access your QuickBooks Online account via a private window. This is a good place to determine if there's an issue with the browser. Here are the keyboard shortcuts:

Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

Once logged in, try printing your invoice. If it works, let's clear the browser's cache to ensure the program performs efficiently. Otherwise, you can use other supported browsers. They also provide the best and most secure experience with QuickBooks.

In case none of this fixes the problem, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

Additionally, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

Please keep us posted if you have other questions or concerns about working with your sales transactions in QuickBooks. We're always here to help you keep your record accurate.

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glenathomerrAuthor

Hello CharleneMae_F. Thank you for replying. However, as part of the "quickbooks team" I would think that you should know that this problem exists and that Case # 1595220755 has been active since 02/06/2023. That is nearly 1 month without having this resolved. I have called and spoken to the quickbooks support team. And much like yourself, they seemed to know nothing about it. They had me clear my browser, etc......until all fo the ideas were exhausted. They them reached out to another department that did indeed tell them that this problem exists and that the case # was active. This was Feb 17th that I spoke to them. They gave me a ticket #83194 and attached my email to the problem so that I would get a notification once this was resolved. It has been another 3 weeks and no notification and the problem still exists. WHY? This is a major feature of quickbooks for small business. This should have been fixed right away. Instead, when I reach out, it seems as though most of the "Quickbooks team" is unaware. Perhaps quickbooks needs to make this known organization wide? As they obviously have not, maybe this is why the issue still exists. And by the way:

I tried an incognito window just know for the small chance it might work now. Still NOTHING!

Now, who do I talk to? Who do I call? Who can I contact so that I don't go through an hour of screen sharing, cursor pointing and browser clearing only to get to the admission that there IS A PROBLEM WITH AN ACTIVE TICKET THAT HAS NOT BEEN RESOLVED IN NEARLY A MONTH?

If it appears as though I am angry and frustrated, it is because I am.

S

Steven Ca

When I got off the phone with them for a second time yesterday they said they had "removed" the feature. What kind of service removed the ability for a customer to approve an estimate?

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CaWerks

My company is having the same problem! The Estimates function and the ability to approve or decline them from within the document is critically important to our daily business! I am extremely disappointed in QBO after being a long-term desktop version user. I see no point in contacting Support after reading the experience(s) here. The constant glitches in the Estimates and Invoicing features of QBO is embarrassing! It gives an unprofessional look to my business and I no longer have confidence in the experience my clients will receive on their end. I didn't even know that this was happening until I received multiple emails and complaints from clients. I am considering other accounting software if this continues much longer. This is ridiculous, frustrating and borderline infuriating! Just wanted to add my experience to the conversation.

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reido11

I finally gave up and moved my estimates and invoices to Square. I exported my list from Quickbooks and then imported the correct headers into Square and got the estimates and invoices working flawlessly. This way it looks way more professional for FREE. Then I just create the same invoice in Quickbooks and do not send it. Then when the deposit hits, I just match them up. I know it is extra steps, but least it makes me look more professional and the ability to accept the estimate like Quickbooks used to do. You can also add contracts in Square for FREE.

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Zed5

I finally figured it out. I called qb many times and none of them could help. The issue is the template you are using for the estimate. They did this major update and jumbled up a bunch of our settings. We were using an older version of estimate. We changed ours to the new templates through the forms and styles settings and that solved our issue. Hope this helps.

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