Welcome back to the QuickBooks Community, JenHgts. This isn't the kind of feeling that I'd wish you to have with the new feature. With this, let me share details about the new estimate in QuickBooks Online. Then, ensure to provide different instructions on how it works in our program.
QuickBooks is continuing to roll out new versions for estimates and invoices. However, we aren't able to provide a specific time frame as to when this will be rolled out to all QBO users. For now, we have 14 thousand US customers who currently have this new experience.
On the other hand, if you're trying to send an estimate and your customer didn't receive the entry via email, there are three possible reasons why. Then, how to fix them.
First, reset your email address if you recently imported QuickBooks Desktop data into a QuickBooks Online company. This is to ensure that the info is updated and accurate.
Here's how:
- Go to the Gear icon ⚙.
- Under Your Company, select Account and settings.
- Choose the Company tab and select the edit icon in the Contact info section.
- Review each email address and make changes as needed.
- Click Save and Done.
If the issue persists, you can ask your customers to check their junk mail and spam folders. If the email is still not found, you'll have to clear and then re-enter your email address. You can open this article to see steps on how to perform the process: 3 solutions for you when customers aren't receiving your emails.
However, if you're referring to having an additional custom field in your estimate, you can always personalize this using our Custom Form Styles feature. To view further details, you may click this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Lastly, you can refer to this article to see various information on how the Sales page gives you a great at-a-glance view of all the status of sales transactions including open and close estimates: View sales transactions.
If you mean to do something else, don't hesitate to click the Reply button below and add extra details. I'm always here to help with any customer-related issues.
