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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!

S
selfservicesucksAuthor
March 30, 2021

Thanks for getting back to us, selfservicesucks.

 

I can tell why you have to keep adjusting the column on the estimate. 

 

Columns on sales forms are set by default. Why there isn't a permanent way to save the changes of the column, you can adjust it anytime you want.

 

You can visit again this link to personalize the estimate: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

Also, I suggest using supported browsers to get the best out of your QuickBooks experience. Check out this article to find out what browser to use: System requirements for QuickBooks Online, Accountant, and QuickBooks Self-Employed.

 

Keep me posted if there's anything else you need by commenting below. I'l be right here to help you.


Hello, @MaryLandT.

 

Thanks for your message, but it doesn't answer my question at all. I know that I can adjust the columns. That's not the point. Again:

Why do I have to adjust them??? Why can't the columns stay the way they are by default? Why, sometimes, as I try to save an estimate, Quickbooks doesn't save anything and shrinks the widths of the columns at the same time???

And yes, I am using supported browsers. 

 

 

 

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