New Update - Please put email address field back onto Estimate home page

mbutler22 · ‎May 20, 2024

This edit is so very frustrating. When we go back and forth to view an estimate, we cannot see who it has been emailed to without clicking the bottom drop down and hitting send and seeing the email field. We send estimates several times, sometimes changing the email address. The big problem here along with the inconvenience, is that if the estimate status has somehow been changed to "accepted", we can no longer to to the green dropdown at the bottom right, act like we are sending again, and view the email address. UGH. So frustrating. So then we have to go back and change the status back to "Pending" to be able to go back to the bottom dropdown to pretend we are sending to view the email. This results in if the estimate was already invoiced, the invoice link dissapears and it looks as if the estimate hasn't been invoiced and can end up getting invoiced twice. Please help. This is taking so much time with all the clicks and screens.

Please put the email address field back like it was on the home page.

ShaniamarieC · ‎May 20, 2024

Hello there, @mbutler22.

I understand the frustration you may be experiencing due to the changes in the process. It's clear that having the email address field back onto the Estimate home page would greatly improve your workflow. Unfortunately, this feature has been changed to the new estimate layout in QuickBooks Online.

I would recommend sending a feature request through the Feedback section within QuickBooks. Our product development team will carefully review your suggestion and may consider adding it in future updates. Here's how to send Feedback:

Select the Gear icon, then choose Feedback.
Enter your comments or product suggestions.
Select Next to submit.

We'll share these articles to help you see what’s new with estimates and invoices that can help you land jobs, keep work moving, and get paid faster. Also, personalize and add specific info to your sales forms in QuickBooks Online:

Thanks for dropping by here today. Feel free to leave a comment below if you need help accomplishing goals inside QuickBooks. As always, I've got you covered. Take care!

jessica_ppc · ‎May 20, 2024

We need this as well! I don't know why they removed it.

mbutler22 · ‎May 20, 2024

Oh, I have submitted about 5 feedbacks since this update with estimates and invoices and all the time and frustration this has caused our business. Only thing is, it seems they go unaddressed and unanswered.

It is sad that that is the only advice you can give. I've also called and talked to customer service, and they are stumped with issues as well. again. frustrating.

kdubnicek · ‎May 31, 2024

I agree wholeheartedly. There is NO part of this "update" which makes my life easier. Not one. In fact, removing the email field had upended our entire workflow. To the point of us now looking to switch platforms. I've also submitted "feedback" to them. Apparently none of their engineers actually understand how their customers use estimates in the real world.

Topics

Training

Community

Resources

New Update - Please put email address field back onto Estimate home page