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I'm here to provide information about the undone tasks for your estimates in QuickBooks Online (QBO), @jen-greenfernstu.
In QuickBooks Online, the auto-save feature is currently unavailable. If you have an unfinished task, it's important to manually save your progress before leaving the task or the page to avoid losing any unsaved changes.
Moreover, you can check out this article for future reference on how you can record your payments from your customer: Record invoice payments in QuickBooks Online.
You're always welcome to post to the Community if you need additional help recording transactions. Feel free to click the Reply button to start posting here. I'm always available to help.
This has happened to me so many times! It's so frustrating and such a time waster. And the busier you are multi-tasking with your business the more it happens, so it's exactly when you're too busy to deal with it.
Yea, that would make a lot of sense and would solve the many complaints like yours. But, Intuit has never bothered to create such functionality.
I understand that, ideally, I should save my work...but sometimes life happens, and you get called away. Additionally, every other paid service/system/program that I have used in the last 15 years has an auto-save feature. I do not understand how a company as big as QB does not have this as part of it's paid subscriptions. It is frustrating.
Thanks for validating that this is a wanted feature. It is disappointing that it is not an option.
I know the advantages for businesses like yours to auto-save your work when creating an estimate in QuickBooks Online, @jen-greenfernstu.
I want QuickBooks Online (QBO) to have this feature as much as you do. Thus, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.
Here's how:
For future reference, here is an article you can refer to when converting an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.
Let me know if you require further assistance managing estimates in QuickBooks Online. I'm here to help anytime. Have a good one.
Ethel, thank you, I have submitted the feedback.
It sounds like this has been a long-wanted/requested feature. I do hope that this will be considered and implemented sooner than later by the engineering team.
Jen
It does not matter. This feature has been requested by countless users since the very beginning.
Whoever is in charge shouldn't be. Whoever you are, you deserve all the four-letter words for taking up space and collecting a salary while being useless and insensitive to your subscribers' needs.
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