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pranay-bonala-ap
Level 1

I'm having trouble viewing the estimated number when I create an estimate?

 
3 Comments 3
Nicole_N
QuickBooks Team

I'm having trouble viewing the estimated number when I create an estimate?

I'm here to ensure you can view the estimated number in QuickBooks Online (QBO), Pranay.

 

If you're referring to the Estimate no. field that is used to track each estimate, this field can be found under the Add customer section when creating the transaction. Make sure first to enable the Custom transaction numbers feature from the settings to make it appear on the page. I'll guide you on how:
 

  1. From the Cog Wheel, select Account and Settings.
  2. Click Sales, then from the Sales form content, hit Edit ✎.
  3. Toggle the Custom transaction numbers on.


     
  4. Click Save, then Done.

 

Once the option is enabled, the Estimate no. field will now display when you create a new estimate. Then, you can edit it manually based on your numbering preference. Refer to the screenshot below for your reference.

 

 

If you're referring to something else, we would appreciate it if you could send us a screenshot of your concern. 

 

Moreover, I'm adding this article in case you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.


I'm all ears if you have further questions or concerns about managing estimates in QuickBooks, Pranay. Just leave a reply below and I'll be sure to get back.

pranay-bonala-ap
Level 1

I'm having trouble viewing the estimated number when I create an estimate?

Hi 

it is enabled but still cannot see the number.

Kurt_M
QuickBooks Team

I'm having trouble viewing the estimated number when I create an estimate?

Thanks for getting back here in the thread, Pranay.

 

Since you already turned on the Custom transaction numbers in your Account and Settings page and still it doesn't show inside your estimates, we can perform the browser troubleshooting to ensure this has nothing to do with your current browser.

 

You'll want to access your company file in an incognito or private browser through these shortcut keys:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

Once you're in, check if Estimate no. field shows inside your estimate. If it shows, proceed to clear your cache. See this article for the steps: Clear cache and cookies to fix issues when using QuickBooks Online.

 

If the problem continues, we recommend contacting our Customer Care Team for assistance. They can access your account and conduct a thorough investigation. For additional details, please refer to the following page: QuickBooks Online Support.

 

Moreover, here's an article to help you transform your estimate into an invoice inside QBO: Convert an estimate into an invoice in QuickBooks Online.

 

If you need help handling estimates or have any additional questions, please don't hesitate to comment below. The Community team is available to assist you. Have a good one.

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