Is anyone else experiencing major issues with the newly released quickbooks estimate format particularly on the project cost estimate?

I appreciate your elaboration and sharing a video regarding your experience with the new estimate layout particularly on the project cost estimate, @likemike8507. This is one of the updates that have been made to the program, and I would like to provide more details on how this new rollout works in QuickBooks Online (QBO).

As QuickBooks is in the process of introducing new estimate updates to customers, there have been changes made to enhance the user interface and improve the overall experience with the program.

Firstly, the program utilizes the same method in calculating the total amount of items in the estimate. It calculates the Quantity with the Rate and adds all the products together. Therefore, it's important to ensure that the quantity and rate are correct to come up with an accurate total amount.

As for the items included in the bundle, if they are from inventory or service items, QBO automatically uses the Sale price/rate you've entered on these items and not its cost. This is to avoid inaccurate recording of sales once the bundle is sold.

On the other hand, the option to reorder the items from the bundle once you select and add them to the estimate is unavailable. It follows the order you set when you add them when you create the bundle. However, if you like to change its order, you can go directly to the Product and Services tab and arrange them as desired. Here's an image for your guidance:

Lastly, the Rate is a default column in all sales forms in QBO. Thus, if you want to remove it from the estimate, you'll have to create or customize the template using the Custom Form Style feature within the system as an alternative. I'll guide you through the process:

1. Go to the Gear icon and select Custom Form Style.
2. Click the New Style button, then choose Estimate.
3. Go to the Content tab and hit the pencil on the middle section.
4. Uncheck the Rate and hit Done.
   
   
5. Move back to the estimate, then tap Design in the Manage gear icon.
6. Pick the template you created and save the changes made.
   
   

Please note that while the Rate column will appear on the estimate page, it will be removed once you print or download the estimates.

For more details on the new estimate and invoice release, you could read this article: See what’s new with estimates and invoices in QuickBooks Online.

Additionally, once the estimate is approved, converting it to an invoice will be easier by following this reference: Convert an estimate into an invoice in QuickBooks Online.

I hope this information helps you understand the workflow of the new estimate updates so you'll get back to managing your business smoothly. If you have other questions about this, let me know by clicking the Reply button. I'll get back to you to answer them.

Unsolved..

Julia, I appreciate your professional response, however, let's please not gloss over QBO's inability to do basic math. Please watch the video again... this is a major issue.

Please respond more in depth to issue #1. 

The qty's and rates are correct. The problem is that $2000 + $2000 + $100 + $300 does NOT equal $84,000. (QBO is saying it does). 

Also please respond more in depth to Issue #2

The product and services are in fact setup correctly with the "cost" and it is not being brought over to the project estimate.

Hello there, mikedfarrell.

Thanks for joining us here in the Community. I want to make sure these issues are resolved in your QuickBooks Online account.

In this particular scenario, I recommend reaching out to a member of the QuickBooks Online Support Team. Agents have specialized tools, like the ability to share your screen, to take a more in depth look at what's causing the miscalculation and problem with the cost on your project estimate. They will also be able to get the issue escalated if need be, as well. Here's how to get in touch with the team:

 1. Click the Help (?) button.
2. Select either tab to get started:
  - Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  - Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    a. Start a chat with a support expert.
    b. Get a callback from the next available expert.

The following article provides these steps if you ever need them again in the future: QuickBooks Online Support

Please feel free to reach back out if you have any other questions. I'll be here to help in any way that I can.

Yes, I have. I actually submitted a ticket on May 6th and have heard nothing. My entire sales team is standing by and I have no clue when this will be fixed at this point. I am looking elsewhere to potentially purchase a different software and move away from QBO unless this can be fixed like "right away". 

I'm reaching out to the community to see if anyone else is experiencing these same issues. I originally thought it was a bug on my system so I created a brand new account with no pre existing data. The issues still were there. There has got to be some resolve soon. How can I expedite this request and/or check on the status of a ticket?

Thank you for getting back to me with those details, mikedfarrell.

The best way to check the status of your current ticket would be to call in to the QBO Support Team once more. An agent will be able to gather your personal details, as well as your case number, to give you the most up to date info.

Don't hesitate to drop a comment below if you have any other questions for me.

Has or does Intuit plan on a formal National Press Release?  The impact of this software glitch is large and I would rather you tell the crowd about the issue than have me figure out which of my customers are seeing the quantity column errors on invoices.  Today is day 6 of the software failure, what is Intuit's  corporate communications team doing?

@mikedfarrell Actually, you can find threads here on this forum from as early as last year complaining of the accounting bugs in the new invoice layout. Quickbooks has been aware for months. I know we submitted our feedback multiple times.

However, if you call and check on the tickets created regarding these issues, Quickbooks representatives will tell you that there are currently no plans to implement these features or roll back the new layout. This is permanent and by all accounts exactly how Quickbooks wants it to be.

So, Quickbooks has made it pretty clear that they're not interested in maintaining customers that actually do real accounting. This realization last year is what helped our team to decide to finally jump ship to another accounting software. Depending on your invoicing needs Freshbooks might be a simpler solution, or you can look into Netsuite or Xero's more all-encompassing options.

I am wholeheartedly on your side with the glitches and have been exploring other estimating tools to try to perform basic functions like sending estimates and invoices.

The part on hiding the rates was helpful. Thank you, Julia. I spent hours with customer service on this issue.

The one pointer I wanted to provide as someone who is going through it is that when we invoiced 20% of an estimate and the math did not calculate correctly, I found that saving it, closing the invoice and reopening it would then show the correct price.

Not a solution but possibly a work around until it gets fixed.