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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!

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
March 30, 2021

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. 

 

 

 


Thank you for providing us more details about the concern you're having, @selfservicesucks.

 

If you’ve already tried clearing your browser’s cache and using other supported browsers and still your columns are shrinking, then I suggest reaching out to our Customer Support. They can check your account in a secure environment and verify why you’re encountering this and help you resolve it.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

 

  1. Go to the Help icon to connect to a live support agent. 
  2. Provide us with some information about your concern.
  3. Select the Contact Us button and provide some details about this concern, then on the Let's talk button. 
  4. You'll now be provided options on how to connect to our Customer Support.

 

Here's the contact the QuickBooks Online Customer Support team article for more information. 

 

You can also use this link for reference: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You might also want to try importing your own template in QuickBooks Online. You can browse this article for more information: Import custom form styles for invoices or estimates.

 

I'm always here if you still have questions about your estimates. Just let me know in the reply section below. Take care and have a great day!

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