The New Estimate Format fails to launch.

Hello there, @milleremedia. Let's configure your account to ensure you'll able to create an estimate using the new format in QuickBooks Online (QBO).

I know how difficult it is when something doesn't work as expected. To verify if this issue is related to your browser, we can perform some troubleshooting steps. Let's start by accessing your QBO account through an incognito mode. This does not store cache which has the potential to become corrupted and cause unexpected behavior.

Below are the shortcut keys you can use:

• Google Chrome: press Ctrl + Shift + N
• Mozilla Firefox: press Ctrl + Shift + P
• Microsoft Edge: press Ctrl + Shift + N
• Safari: press Command + Shift +N

Once signed in, create estimates again. If you're able to use the new layout, I recommend clearing the cache of your regular browser to eliminate piled-up data that might result in odd behaviors in running web-based sites. If not, you can use another supported browser or device. Might be that the current one you're using has a temporary issue with the program.  

For reference, check out this article: Create and send estimates in QuickBooks Online.

I'll include this resource that you can use as a guide in customizing your estimate forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Please keep in touch if there's anything else I can do to help you with accessing your estimates in QuickBooks. I'll be more than happy to assist you again. 

What is the method to escalate this issue? I have been trying to find the solution for about three months. In that time:

- Tried different computers in different states with different Internet services.

- Tried different browsers, clearing the cache, Incognito

- Each time, the New Estimate format is offered and disappears/

My needs:

- Allow the client to accept an estimate. 

My understanding is that this is included with my subscription.

Thanks,

[removed]

Hi there, Bruce.

I understand the importance of using the features that your business needs. Since the new estimate feature is still unavailable after performing some troubleshooting steps, I recommend contacting our Customer Care Team. They have the tools to pull up your account to investigate the root of the problem and why the issue keeps appearing.

To reach them, click the ? Help button at the top-right corner and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

For future help, see this resource for steps in recording payments: Record invoice payments in QuickBooks Online.

If you have any further concerns, feel free to reach out. Have a great day.