PDF preview is unavailable with this template

Thanks for sharing your concern on the QuickBooks Community page, @ecarrillo1983.

For me to provide you with the right troubleshooting steps, can you share where exactly you're unable to preview the PDF? Any additional info would be much appreciated. 

Please add your details to this thread and I'd be happy to help you out. Have a good one.

When about to email an estimate this pops up:

”PDF preview is unavailable with this template.  You’re using an old template. Print or download the pdf to view it.”

It’s the same template and format I have always used.  

Hi there, @VonGecko.

Let me provide you with troubleshooting steps so you'll be able to preview an estimate before sending it to your customer. 

I suggest accessing your QuickBooks account via a private or incognito window to check if this is a browser-related issue. At times, data stored for a long period causes unusual behavior in the browser. Doing so helps disable the cache from saving your browsing data.

You can use either of these keyboard shortcuts:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

If it works, go back to the regular browser and clear its cache. This is done to clear them out periodically to prevent and fix web issues.

Once done, I suggest updating the Adobe Reader/Acrobat. The majority of printing or previewing PDF issues in QuickBooks Online can be resolved by updating Adobe Reader/Acrobat to the latest version or by repairing your Adobe installation. You can check the Adobe website for detailed instructions.

Please refer to this article to see steps on how you can customize, attach files, and email sales forms to your customer within QuickBooks Online: Customized invoices, estimates, and sales receipts in QuickBooks Online.

Please feel free to leave a comment below If you have further concerns regarding estimates and invoices. I'm always here to help. Have a good one!

Let me clarify,  this is happening in the app, on iPad so those instructions w I’ll not help

Thank you for replying to this thread, VonGecko.

We're currently investigating this issue where QuickBooks Online (QBO) users can't preview their estimates in PDFs using their QBO iPad app.

Please contact our support so we can add you to the list of affected users. 

Here's how:
 

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select:

• Start a chat with a support expert.
• Get a callback from the next available expert.
• Ask the community to get help from businesses like yours.

For your future reference, you can also read this article about running reports: Run reports in QuickBooks Online.

If you still have concerns about estimates or anything QuickBooks-related, you can always reply to this thread, or you can start a new post. Thank you for your patience while we're working on a fix.

Thanks for all the help.

I have already reached out for support from you because your software has ongoing issues.  Then you state you know there is a problem but want the me…the customer to reach out further.

It would be good for you guys to handle the list of things you ask the customer to do when your software is the problem.
1. You can put my name on your list,

2. You can chat with somebody about resolving the issue.

3. You can contact me when you have the answer

I am having the same problem suddenly. I have always been able to preview estimates and invoices on my phone, screenshot them, and text them to my customers on the fly. I do this constantly as I most often do not have my customers' emails. Please fix this! I don't understand why this feature is suddenly not working.

[email address removed]

It isn't the experience we want you to have when using QuickBooks Online (QBO), @ElisaC1.

We've received similar cases about being unable to preview estimates, invoice, and their templates or when downloading them as PDFs. Rest assured, our Product Engineers are aware of this situation and are working on a fix.

To help speed things up, we recommend contacting our Customer Care Team so they can gather more information about your experience and determine the root cause of the problem. Here's how:

1. Sign in to your QuickBooks Online company using a web browser.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

For support availability, please see this page: QuickBooks Online Support.

In addition, here's an article to help you manage invoice payments using mobile app: Receive an invoice payment using the QuickBooks Online mobile app.

You can always count on the Community Team if you have any follow-up questions related to sales forms inside QuickBooks. Keep safe.

Why can’t we just go back to the old setup! Even getting customer signatures is a pain with the new layout 

Are we still not able to resolve this quickbooks??

Yes, the issue has been resolved, @danorion. Let me help you out on how to work this out.

To fix this, you'll need to ensure you're using the Modern design to preview your PDF successfully. To do so, here's how:

1. Open your QBO account.
2. Go to + New and choose Invoice.
3. Select Manage, then Design dropdown.
4. Tick the Modern radio button from the Modernized template section.

Once done, you’ll be able to see the PDF view option at the top of your invoice page.

If you’re already using the Modern design and still can't preview your PDF, please contact our support team. They have the tools and expertise to investigate this issue further.

Here are helpful articles you can read if you want to personalize and learn more about recording customer-based payments:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

Please reply to this post if you need more help previewing your PDF in QBO. I'm always here to assist you.

great.. thank you for the resolution.  If anyone else has the same problem, be sure to make the template change in the browser version on QBO and not on your mobile app.

Mobile apps overall still have a lot of cleaning up to do so for those deciding to use quickbooks, don't expect everything to be perfect, even some of the basic stuff. 

You're welcome, @danorion. 
 

It's great to hear that you were able to find my colleague's post helpful. We're more than happy to help you if you need more assistance.

Keep us posted if you have other questions or concerns. I’m here to help you out. Take care and have a great day!