Estimate issues

This is unusual, glenathomerr.

Let me make it up to you by ensuring this gets resolved.

The issue in your Review and approve button in your estimates could be browser-related. The outdated stored cache can affect the performance of the program.

To rectify this, let's access your QuickBooks Online account via a private window. This is a good place to determine if there's an issue with the browser. Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + N

Once logged in, try printing your invoice. If it works, let's clear the browser's cache to ensure the program performs efficiently. Otherwise, you can use other supported browsers. They also provide the best and most secure experience with QuickBooks. 

In case none of this fixes the problem, I'd suggest contacting our QuickBooks Support Team. They're equipped with tools to check the cause. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.

Additionally, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

Please keep us posted if you have other questions or concerns about working with your sales transactions in QuickBooks. We're always here to help you keep your record accurate.

Hello CharleneMae_F. Thank you for replying. However, as part of the "quickbooks team" I would think that you should know that this problem exists and that Case # 1595220755 has been active since 02/06/2023. That is nearly 1 month without having this resolved. I have called and spoken to the quickbooks support team. And much like yourself, they seemed to know nothing about it. They had me clear my browser, etc......until all fo the ideas were exhausted. They them reached out to another department that did indeed tell them that this problem exists and that the case # was active. This was Feb 17th that I spoke to them. They gave me a ticket #83194 and attached my email to the problem so that I would get a notification once this was resolved. It has been another 3 weeks and no notification and the problem still exists. WHY? This is a major feature of quickbooks for small business. This should have been fixed right away. Instead, when I reach out, it seems as though most of the "Quickbooks team" is unaware. Perhaps quickbooks needs to make this known organization wide? As they obviously have not, maybe  this is why the issue still exists. And by the way:

I tried an incognito window just know for the small chance it might work now. Still NOTHING! 

Now, who do I talk to? Who do I call? Who can I contact so that I don't go through an hour of screen sharing, cursor pointing and browser clearing only to get to the admission that there IS A PROBLEM WITH AN ACTIVE TICKET THAT HAS NOT BEEN RESOLVED IN NEARLY A MONTH?

If it appears as though I am angry and frustrated, it is because I am.

Hello CharleneMae_F. Thank you for replying. However, as part of the "quickbooks team" I would think that you should know that this problem exists and that Case # 1595220755 has been active since 02/06/2023. That is nearly 1 month without having this resolved. I have called and spoken to the quickbooks support team. And much like yourself, they seemed to know nothing about it. They had me clear my browser, etc......until all fo the ideas were exhausted. They them reached out to another department that did indeed tell them that this problem exists and that the case # was active. This was Feb 17th that I spoke to them. They gave me a ticket #83194 and attached my email to the problem so that I would get a notification once this was resolved. It has been another 3 weeks and no notification and the problem still exists. WHY? This is a major feature of quickbooks for small business. This should have been fixed right away. Instead, when I reach out, it seems as though most of the "Quickbooks team" is unaware. Perhaps quickbooks needs to make this known organization wide? As they obviously have not, maybe  this is why the issue still exists. And by the way:

I tried an incognito window just know for the small chance it might work now. Still NOTHING! 

Now, who do I talk to? Who do I call? Who can I contact so that I don't go through an hour of screen sharing, cursor pointing and browser clearing only to get to the admission that there IS A PROBLEM WITH AN ACTIVE TICKET THAT HAS NOT BEEN RESOLVED IN NEARLY A MONTH?

If it appears as though I am angry and frustrated, it is because I am.

This is happening to me too. Also when a customer approves and estimate it automatically turns into an invoice due in 30 days. Also estimates are not updating as being approved on my estimates page despite the fact that I have gotten the approval conformation in my email. QuickBooks sucks

My company is having the same problem! The Estimates function and the ability to approve or decline them from within the document is critically important to our daily business! I am extremely disappointed in QBO after being a long-term desktop version user. I see no point in contacting Support after reading the experience(s) here. The constant glitches in the Estimates and Invoicing features of QBO is embarrassing! It gives an unprofessional look to my business and I no longer have confidence in the experience my clients will receive on their end. I didn't even know that this was happening until I received multiple emails and complaints from clients. I am considering other accounting software if this continues much longer. This is ridiculous, frustrating and borderline infuriating! Just wanted to add my experience to the conversation.    

When I got off the phone with them for a second time yesterday they said they had "removed" the feature.  What kind of service removed the ability for a customer to approve an estimate?

This isn't the kind of service we aim to provide, Steven.

Your customers have the option to review and approve your estimates online, directly from the email you send them. You'll be notified as soon as they reply.

If this option is no longer available on your customer's end, I suggest sending feedback to our software engineers. Discovering new ways to adapt to our customer’s needs is how QuickBooks gets even better. Your feedback helps our Product Development team determine which feature will be implemented in the next future update. 

To proceed, here's how: 

1. Go to the Gear icon at the top. 
2. Click Feedback.
3. Enter your comments or product suggestions.
4. Then choose Next to submit feedback.

Your relevant feedback goes to our Product Development team to help heighten your experience in QuickBooks Online (QBO). You can track feature requests through the QuickBooks Online Feature Requests website. 

In the meantime, you can manually update the status of the estimate in your QuickBooks account:

1. Navigate to Bookkeeping.
2. Select Transactions then select All Sales (Take me there).
3. Choose the Estimates tab.
4. Locate the estimate.
5. In the Action column, click the dropdown▼ and then Update status.
6. Select Accepted or another status. Then click OK.

Moreover, I'll be sharing these resources to help manage your estimates in QBO: 

• Convert an estimate into an invoice
• Customize invoices, estimates, and sales receipts.

Please keep me updated on the progress following the steps I provided above. I want to make sure that this is resolved. Take care!

I used the estimate feature in quickbooks Online (QBO) to create and email an estimate to a client. The message they received does not have the ability to click to view the estimate online nor click to approve the estimate. 

Hi there, @HeartsAndMinds. I see how important to let the customer view the estimate right away. I've got steps you can consider performing. 

Let's make sure that your estimate is set to PDF.  To check this you can follow the steps below:

1. Click the Gear icon, and then choose Account and Settings.
2. Select the Sales tab, and then navigate through the Online delivery section.
3. Make sure to check the PDF Attached box, and then choose Online invoice from the drop-down.
4. Click Save, and then Done when you're ready.

See the screenshot below for your reference. 

Then resend the estimate, if the issue persists, we can go ahead and let your customers open the invoice in a private window. This type of window doesn’t store any cache that causes a browser to load slowly or experience unusual behavior. 

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

If they are able to view the estimate, ask them to go back to their regular browser and clear its cache to prevent any unexpected behavior. They can also use other compatible browsers in QBO.

To learn more about how the estimate feature works in QuickBooks Online, see this article: Set up and use estimates.

For future reference, you may find below articles helpful:

• Copy an estimate to a purchase order
• Customize invoices, estimates, and sales receipts in QuickBooks Online

You can count on me if you have more questions about managing your estimates in QuickBooks. I'd be glad to help you some more.

AbegailS_, It appears as though the QB wall of denial is alive and well. Why do you not speak to the "click to approve" feature question? It was clearly asked and yet you completely ignore it. This still does not work and it has been 3 months with no answer. I and many others are beating our heads sgainst the wall while you and your team continue to side step this. So, again:

WHAT IS THE ISSUE WITH RESUMING THE THE VIEW/APPROVE FEATURE FOR ESTIMATES? EMPHASIS ON THE "APPROVE"?

Where is the "Approve" button

Hello there, HeartsAndMinds.

The Approve button is no longer available. I understand how important this feature is. Still, I recommend submitting your feedback straight to our Product Development team. Please follow the steps provided below. Our team of developers will carefully evaluate your suggestion. Here's how:
 

1. Go to the Gear icon.
2. Click on the Feedback button.
3. Provide a detailed description of your suggestion.
4. Submit the feedback through the designated channel or form provided by QuickBooks.
5. Our Product Development team will review and assess your feedback, taking it into consideration for future updates or improvements.
   

If you have any further concerns, please feel free to reach out. I'm here to provide assistance and support. 

What if we don't want them to receive a PDF??  Why cant they view it online in a professional format??

If Quickbooks understands how important the feature was, why was it removed in the first place?

See issues annotated in the attached.

Following up - the "Approve Estimate" functionality does exist at the online estimate page, but this link is not included in the email. The workaround is to either:

FOR OTHERS READING THIS AND HAVING THE SAME ISSUE HERE IS A WORKAROUND:

1. Do not use the "Send" function from Quickbooks, but instead manually send a pdf AND link to the estimate to your potential clients.

Or

2. Use the "Send" function which will email a pdf and an ugly/unformatted email to your client, and follow up with a link to the online estimate where they can approve it.

To find the link to the online estimate use "SHARE ESTIMATE LINK" from the Sales --> Estimates view - see screenshot

Thanks for finding this.  

For a company like intuit this seems like a horrible mistake.  The free services now look so much more professional.  Looking back, they actually reverted to a version from 3 years ago...  Why?

Thank you Steven Ca for responding. I really hope to gain momentum with this as the root of the problem appears to be adversity to accountability on the part of QB/Intuit.

I have had this start happening in December. I am getting the same run around. Every quick books support I talk to tells me something different; not an option anymore, clear cache, use a different browser, etc. 

it’s worked fine in the year I’ve used it but it is crucial to me. I’m at the point of looking for another program 

I finally gave up and moved my estimates and invoices to Square. I exported my list from Quickbooks and then imported the correct headers into Square and got the estimates and invoices working flawlessly. This way it looks way more professional for FREE. Then I just create the same invoice in Quickbooks and do not send it. Then when the deposit hits, I just match them up. I know it is extra steps, but least it makes me look more professional and the ability to accept the estimate like Quickbooks used to do. You can also add contracts in Square for FREE.

I finally figured it out. I called qb many times and none of them could help. The issue is the template you are using for the estimate. They did this major update and jumbled up a bunch of our settings. We were using an older version of estimate. We changed ours to the new templates through the forms and styles settings and that solved our issue. Hope this helps.