Let's get your new customer to appear on estimates in QuickBooks Online (QBO), elanitlcohen. I've got some troubleshooting steps for you to perform to fix this issue.
First, ensure that your customer is saved. You can check this on the Customers tab in the Sales menu.
If it still doesn't appear, this may be a browser-related issue. We can access your QuickBooks Online (QBO) account in an incognito window. It could be that your browser's cache and cookies are corrupted, causing unexpected behavior on the Banking page. Refer to these shortcut keys:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The collection of data can create corruption over time; however, removing this should fix it. You can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue.
For more details about creating and managing estimates, check out this helpful reference: Create and send estimates.
Moreover, these handy articles can help you with keeping track of your business and handling reports as well as saving their current customization settings:
Also, we have QuickBooks Live Expert Assisted, who are always available to help you with best practices in setting up and making the most out of QBO.
You can post anytime if you still have queries about your sales transactions in QBO. Please know the Community has your back, elanitlcohen. We're determined to help you in any way we can.
