Creating Estimates

Thanks for posting here, Vintage. Let me share more details on managing your estimates in QuickBooks Online (QBO).

 Yes, being a company admin has the access to every part of the QuickBooks account. However, please make sure that you're the company admin.

In the mean time, if you're having the same error when creating an estimates. You can try logging in to your QBO account using a private browser as it ignores websites from using cookies and doesn’t record any history and data. You can save time by using either of the following keyboard shortcuts:

• Google Chrome: Press Ctrl+ Shift + N
• Safari: Press Command + Shift + N
• Mozilla Firefox: Press Ctrl+ Shift + P

If it works fine, clear the cache of your original browser to refresh the page.

Additionally, you can visit this article to learn how to personalize and add specific info to your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please don't hesitate to reach us again by leaving a comment down below if you have additional queries about editing your estimates. We're always here to help. Stay safe.

With no changes to QBO on my end, it is now working. 

With no changes to QBO on my end, it has decided to work today.

This is happening to me as well.  I am the company owner and admin and received the same message.  This is so frustrating.

Hello there, michell.

I can see how vital it is to create an estimate without error in QuickBooks Online, michell. Let's go over some troubleshooting steps to ensure you can record the specified entry.

To start with, a cache full of history and temp files can cause unexpected behaviors, such as getting an error while creating a transaction in QBO. I recommend logging in to your QuickBooks account using a private browser. Then, create an estimate from there. This is to rule out the possibility of a webpage issue, and incognito doesn't store local files or cache. You can use the keyboard shortcuts provided above based on the browser you're using.

If the issue persists, I suggest contacting our QuickBooks Online Support Team. They're the best support group for such inquiries as they can request account information. This way, they'll be able to identify the cause of the error and fix it as soon as possible.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click the Help (?) icon.
3. On the Assistant tab, enter Talk to a human.
4. Enter a short description of your concern and press Enter.
5. Select Contact Us to connect with a live support agent.
6. Choose how you'll want to get in touch with the support.

• Start a chat with a support expert.
• Get a callback from the next available expert.

In case you need details on how the Sales page gives you a great at-a-glance view of the status of all your sales entries, you can read this article: View sales transactions in QuickBooks Online.

I've got your back if you have more questions about managing estimates in QBO. Just add your reply in the comment section so I can assist you further, michell. Take care!

I just want to create a estimate template with my logo etc. On it to print

Welcome to the Community, Lisa. I'll ensure that you can include the logo when creating an estimate template and print it in QuickBooks Online (QBO).

In QuickBooks Online (QBO), you can utilize the Custom Form Styles feature to add a logo.

Before that, below are the things you need to consider to avoid issues when performing the task:

• It should be a .gif, .bmp, .png, .jpg, .jpe, or .jpeg file.
• The file should be smaller than 10 MB24-bits or less in a bit of depth.
• Square-shaped.

Once everything is in order, please follow the steps below to create an estimate template:

1. From the upper right side, click the Gear icon.
2. Select Custom Form Style.
3. Click the New style dropdown and choose Estimate.
4. Click the Design tab, then go to the Make logo edits section.  
5. Add a logo by clicking the Plus Sign. You can adjust its size and placement.
6. Enter the name of your template.
7. After reviewing everything in your template, press Done.

I've included this brief video clip for visual reference.

After saving, return to your Estimate and perform a print test. The logo should appear on your printed estimates. Additionally, you can make it the default template by choosing the dropdown in the Action column and clicking on Make Default.

I'll leave these resources for you to use as you upload, edit, or delete logos from your invoices, estimates, or sales receipts in QuickBooks Online: Add, customize, or remove logos on sales forms.

Lastly, I'm adding this article to help you manage your estimates and other sales forms: How to Customize Invoices and Sales Forms.

Should you need further assistance handling estimates or have follow-up questions related to QuickBooks? We encourage you to comment below so we can respond and provide the details you need to address your questions. Have a good one.