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cards1313
Level 1

On Estimate Page, after typing up the quote there isn't the green Save button on the bottom of the page. I have no way to save or email the quote

 
1 Comment 1
JenoP
QuickBooks Team

On Estimate Page, after typing up the quote there isn't the green Save button on the bottom of the page. I have no way to save or email the quote

I'll help you sort this out so you can save and email your estimates to your clients, cards1313.

 

Let's start by making sure that you have the entire QBO page maximized to see all the buttons. Follow the steps in this article for more details: Unable To See The Entire Page In QuickBooks Online.

 

You can also check if this is caused by a browser issue in case you can't still see a Save button. Start by using an incognito/private browsing session just in case the same issue appears. Use these keyboard shortcuts to initiate an incognito browsing session:

 

  • Ctrl Shift N  for Google Chrome
  • Ctrl Shift P  for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

You can also delete cache or use any of browsers that I've enumerated above. They all work well with QBO. 

 

Once done, go back to QBO and open the Estimates window to check if you can already see the Save button in the lower-right hand corner. 

 

You'll also want to run an Estimate by Customer report after recording the transaction. This is for you to see the list of Estimates made for a specific customer and review them as well. Just go to the Reports menu and type in the name of the report in the Search bar.

 

Keep me posted if you still need more help with this. 

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