Major Issue with Estimates

smoky989 · ‎June 16, 2024

I'm hoping someone has experience this and has a solution, as it's a pretty bad problem and Intuit should be ashamed!!!

There are 2 major issues when sending an estimate.

1) When I click Save and Send, the email preview shows up with the option for the customer to hit "Save and Print", which is the way it always was. However, when the customer receives it, it instead says "Review and Pay". This is an estimate and I've already had a handful of customers reach out in confusion. It's embarrassing for my company to send out estimates with such misleading instructions.

2) On top of that, in my template, I do not show to the customers "Product or Service", "Qty" or "Rate". Most of my items are simple, such as "Provide and install light fixture, in place of existing light fixture." where I don't need to jumble up the estimate with unnecessary information... Similar to problem number 1, when I hit Save and Send, everything looks normal. However, when the customer receives it, regardless of what template I'm using, the estimate shows all columns, which actually includes a "product or service" I created called linebreak to make blank lines between groups of items. (Why QB doesn't allow you to use a line space is laughable.

FYI, when sending an invoice, everything works normally as it did before the update. Any help would be much appreciated. Right now I'm essentially forced to save my estimates as PDF's and send them outside of QuickBooks.

Thank you!

smoky989

Additionally, if the customer clicks on "Review and Pay" just to look at the estimate, it automatically marks it as accepted. This is basic functionality and a major failure.

ArielI

I can see the challenges you're facing when sending estimates through QuickBooks. Let me help you handle this.

To begin with, when you're sending the estimate, are you using a customized template in QuickBooks? If so, there's an ongoing investigation about this issue under INV-103186.

Regarding your second concern, let's ensure we uncheck that specific button to remove the quantity, Product & services and rate. Let me show you how:

Go to the Gear Icon.
Click Custom form styles.
Choose the estimate you want to make changes.
Click Edit.
Hit the Content tab.

After that uncheck those options and finally click Done.

However, if you're already done taking these steps and those changes did not apply. I encourage you to reach out to our support to make an investigation about this matter. Also to consult about the possible ongoing investigation regarding your first concern.

Furthermore, about the Review and Pay concern, we can temporarily change the Online delivery on your Account and settings and choose HTML on Additional email options for pledges dropdown if you are about to send an estimate. However, if you're about to send an invoice you can revert the changes.

Additionally, you can check this article to save time in the future in converting estimates into invoices: Convert an estimate into an invoice in QuickBooks Online.

I appreciate your understanding, @smoky989. If you have any further questions about managing your estimates in QBO, please let us know.

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Major Issue with Estimates

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