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stephanie-gpicon
Level 1

QBO Project Estimate over 100 lines. Will not load to create invoice. How can I create the invoice from the estimate if it will not load in any browser?

Firefox browser says - The page is slowing down Firefox.  To speed up your browser, stop this page.  I have tried everything in Firefox and Chrome and NOTHING helps.  I have to create an invoice from this exact project estimate.  Can't make it have any less lines.
3 Comments 3
jeanbiverly_
QuickBooks Team

QBO Project Estimate over 100 lines. Will not load to create invoice. How can I create the invoice from the estimate if it will not load in any browser?

Hi, Stephanie. We appreciate your efforts in resolving the issue by performing troubleshooting steps.

 

The problem is likely caused by an overload of data in the system. Allow me to provide you with alternative steps to complete your task.  

 

You can use the progress invoicing feature and add estimates to your progressive invoices. This will keep your customers informed and updated on how much they’ve spent on their projects. You can begin by converting half of the estimates to avoid any errors.

 

Here's how:

 

  1. Turn on progress invoicing
  2. Go to the Gear icon and select Custom form styles.
  3. Choose Edit on the template you use for progress invoicing.
  4. Open the Content tab, then click the Edit icon on the third section of the form.
  5. Tick the Estimate summary checkbox, then hit Done.
  6. Go to the + New menu, then choose Invoice.
  7. From the Customer dropdown, select the customer you created an estimate for.
  8. From the Add to Invoice section, choose Add on the estimate you want to add to the invoice.
  9. Choose the option on how much you want to invoice, then click Copy to invoice.
  10. Select Customize, then pick the template you use for progress invoicing. Hit Save.

 

For more detailed information regarding the process, you can refer to this article: Add project estimate summaries to a progress invoice in QuickBooks Online.

 

In case you want to personalize and add specific info to your sales forms, you can check out this article for guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You can get back to this thread if you have any other concerns besides creating an invoice from an estimate. The Community is always around to help you out.

stephanie-gpicon
Level 1

QBO Project Estimate over 100 lines. Will not load to create invoice. How can I create the invoice from the estimate if it will not load in any browser?

I did everything you said and it does the same thing.   If I try to remove a line from the invoice it locks up

  When I change the percentage to invoice for on a line, it locks up.  Neither of those changes are even accepted.  QBO just sits there.  Still get the same message from my browser that page will not load.

Irene R
QuickBooks Team

QBO Project Estimate over 100 lines. Will not load to create invoice. How can I create the invoice from the estimate if it will not load in any browser?

Hello there, Stephanie. 

 

I appreciate you returning to the thread and updating us on what you've done in an attempt to resolve this problem of creating invoices from exact project estimates using your QuickBooks Online QBO.

 

Let me help you by guiding you to our live support team, as this requires checking your account. Since the Community is a public forum, we can’t access any information in your account or share classified information. Our experts can look into your account in a secure environment and assist you in processing your invoice. 

 

To reach our support team, you can follow the steps below:

 

  1. Log in to your QuickBooks Online company.
  2. Click Help (?).
  3. To get started, select one of the tabs:
  • Assistant: Get quick, personalized answers by selecting a suggestion or typing a question. Talk to a human for further help.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

In addition, you can refer to the Frequently Asked Questions page for more information on technical restrictions, file sizes, transaction volumes, and data entries.

 

Don't hesitate to ask if you have further inquiries regarding producing invoices in QBO, just leave a comment below. I'll be here to assist you at any time. Have a good day!

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