I'll ensure you can create an estimate without this error showing, @Jpenney53.
The document number you're trying to use is assigned to an existing estimate. That said, we need to use a different document number for the new estimate you're trying to create.
However, after confirming that the number has changed and the issue persists, I recommend performing the troubleshooting steps.
Here’s how:
iOS
- Go to Menu ☰ and tap Help & Feedback.
- Tap Refresh Data.
- A message will appear that says, Caution. If there was a problem getting your latest QuickBooks Online data, you can refresh it now. It may take a few minutes.
- Tap Refresh to confirm.
Android
- Go to Menu ☰ then tap More Options ⋮.
- Tap Settings, then Refresh Data.
- Tap YES to confirm.
Once done, you can close and reopen the mobile app and create an estimate. Also, I suggest restarting your phone. If you continue to get the same result, uninstall and reinstall the application to start fresh.
Additionally, you might want to check this article and learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Let us know whenever there's anything that you'd like to ask about estimates and any QuickBooks-related queries. We'll ensure to provide the necessary help in any way we can. Have a good one.