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S
selfservicesucks
March 23, 2021
Question

On open estimates, almost completed, almost everything gets deleted

  • March 23, 2021
  • 1 reply
  • 6 views
No text available

1 reply

S
selfservicesucksAuthor
March 23, 2021

I'm not sure why, but my entire message didn't get posted. So here it is. Hope someone sees it and helps!

 

On open estimates, almost completed, almost everything entered gets deleted & all of the columns are shrinking their widths for no reason. Any idea why? Can you help, please? Thanks!

T
TirzahC
Level 4
March 23, 2021

Welcome to QuickBooks Community! I'm here to clear things out for you, @selfservicesucks.

 

You can pull up the list of open estimates you entered by Customer report in QuickBooks Online and filter it by status.

 

Follow these steps: 

  1. Go to the Reports tab, and then select Estimates by Customer.
  2. Click the Customize button and set the right reporting date, columns, and Filter it also.
  3. From the Filter section, find the Estimate Status drop-down any of the options.
  4. Select Run Report. 

 I've added a link as your reference: Run reports in QuickBooks Online. It covers the links to do more with reports.

 

 

If you have additional questions, please place a comment below. I'd be happy to help anytime. Take care, as always!

G
Giovann_GModerator
Moderator
March 23, 2021

Hello, @LollyNino_C .

Thanks for your detailed response.

But no, I haven't clicked "Save and new". Simply "Save", or "Save and close", but sometimes I can't even save it. It just doesn't save anything, and also all of the columns shrink their widths. Any idea why?


Thank you for reaching back, selfservicesucks.

 

I can share some insights about how to handle this issue.

 

This happens when you experience a bug in your browser that makes it tricky. The stored internet files can cause bugs in QBO. Let's perform some troubleshooting steps to fix it.

 

Here's how:

 

1. Use a private/incognito window.

  • Google Chrome: Press Ctrl + Shift + N.
  • Mozilla Firefox: Press Ctrl + Shift + P.
  • Safari: Press Command + Shift + N.
  • Internet Explorer: Press Ctrl + Shift + P.

2. Clear your cache and cookies.

3. Use a different browser.

 

Also, you can adjust the column widths by clicking and dragging the column dividers.

 

I'll include this article in case you want to convert the estimate into an invoice in QBO. 

 

Let us know if you have further questions about QuickBooks. We're always here to back you up.

 

 

 

 

 

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