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jered2
Level 1

When writing/editing estimates, the description field is jumping to quantity field? any suggestions? I'm not able to send customers estimates.

 
4 Comments 4
CamelleT
QuickBooks Team

When writing/editing estimates, the description field is jumping to quantity field? any suggestions? I'm not able to send customers estimates.

Let's work together to resolve the issue where the description field jumps to the quantity field while editing your estimates, so you can get back to sending estimates smoothly, Jered.

 

First off, the behavior you're experiencing could be a browser-related problem. Sometimes, accumulated cache files in your browser cause unexpected behavior in the program.

 

To rectify this, we can perform some basic troubleshooting steps. Start by logging in to your QuickBooks Online (QBO) account using a private or incognito window. Depending on your browser, you can use the following keyboard shortcuts:

 

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

 

Once done, attempt to edit your estimate. If this resolves the problem, return to your default browser and clear its cache to refresh the system and start with a clean slate. Alternatively, you may use other supported browsers.  

 

Additionally, I've added this article to help you seamlessly transition your estimates into invoices, saving you time and ensuring accuracy in your billing process: Convert an estimate into an invoice in QuickBooks Online.


Finally, you can check out our QuickBooks Live Expert Assisted team for assistance with best practices in setting up and making the most out of QBO.

If you have other questions about managing estimates in QBO, comment below. The Community team is always here to help.

jered2
Level 1

When writing/editing estimates, the description field is jumping to quantity field? any suggestions? I'm not able to send customers estimates.

Hello, Icognito worked, but clearing the cache didn't. Thanks for getting me going this evening! I'll follow up with tech/support tomorrow. 

 

jered2
Level 1

When writing/editing estimates, the description field is jumping to quantity field? any suggestions? I'm not able to send customers estimates.

Hello Camelle, I'm using chrome, Incognito worked, but clearing the cache didn't solve the problem. I'll follow up with customer service/tech support tomorrow. I really appreciate your help and getting me going this evening, Thank you!

 

MariaSoledadG
QuickBooks Team

When writing/editing estimates, the description field is jumping to quantity field? any suggestions? I'm not able to send customers estimates.

Hello there, Jered.

 

I'm glad that incognito works for you and that we have resolved your estimate issues. And that you're back on track and will be able to work with your QuickBooks again. 

 

You may also want to change how your sales forms look to improve your business communication. Read this article for more details: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

Additionally, I've provided this article so you'll know the process of how the estimate is converted to an invoice after a customer accepts it. I've added this article for reference: Convert an Estimate Into An Invoice in QuickBooks Online.

 

If you have any further questions or require additional assistance in the future, please do not hesitate to reach out. We’re here to help all the time!

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