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I was preparing an estimate When I tried to save it the QB program took me to the "sign in page" Now I cannot find my estimate How I can retreive my estimate?

 
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QuickBooks Team

Re: I was preparing an estimate When I tried to save it the QB program took me to the "sign in pa...

Scenarios like this happen when QBO times out, amigos-landscapi.

 

QuickBooks Online has a built-in feature called Automatic timeout. This prevents unauthorized users from gaining access to your QBO account when you're away from your PC. When this happens, the program will automatically close when inactive and will not save pending activities.

 

The time of inactivity is based from the time that you last clicked Save. So if you walked away from the computer for 20 minutes, you could be signed out when you get back. Because even if you only left for 20 minutes or less, it has been longer since you last saved a transaction.

 

If you're the Master Admin of the company file, you can set the company settings to keep you logged in for 3 hours. This is to avoid the program from closing unexpectedly and losing all your work.

 

Here's how:

  1. Click the Gear icon.
  2. Under Your Company, choose Account and Settings.
  3. Go to the Advanced tab.
  4. Click the pencil icon to edit the Other Preferences section.
  5. Set the hour in the Sign Me Out If Inactive for section.
  6. Click Save and then Done.

But if you didn't leave QBO open for a while and this happened, then you can try out these steps:

  1. Access your account using a private window to see if it closes when you save a transaction.
  2. If it doesn't, go back to regular browsing and clear out the cache.
  3. Use a different browser to open your account and create transactions.

Don't hesitate to get back to me if you need more help. Thanks for dropping by.