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david145
Level 1

When I go from Sales tab to Customers tab, the Customer tab does not open. I am unable to create an estimate for a new customers. Rest of your site works great.

 
2 Comments 2
vpcontroller
Level 11

When I go from Sales tab to Customers tab, the Customer tab does not open. I am unable to create an estimate for a new customers. Rest of your site works great.

@david145 

 

As a workaround, you can try "Ctrl+Alt+e" on your keyboard or select "+New" from the left Dashboard and select Estimate under Customers. If you want to add a new customer, select "+ Add New" from the Choose a Customer field. Select "+Details" if you need to fill out Customer Information.

 

Hope this helps!

estimate_Ctrl+Alt+e.PNG

 

 

Mark_R
QuickBooks Team

When I go from Sales tab to Customers tab, the Customer tab does not open. I am unable to create an estimate for a new customers. Rest of your site works great.

Hi there, @david145.

 

Let's perform some troubleshooting steps so you access the Customers tab and create an estimate for your new customer.

 

To check if it's a browser data issue, let's try logging in to your QuickBooks Online account using a private browser. There are times that the browser stores a frequently-accessed data, thus websites, like QBO, to act weirdly.

 

To use a private browser, here's how:  

 

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + N
  • Safari: Command + Option + N

Once logged in, go back and try to access the Customers tab and create an estimate again to double-check.

 

If this works, it means that you need to clear your browser's cache so the system can start fresh.

 

If you get the same result while using a private browser, I recommend switching to a different one. 

 

I'm adding these articles for your reference:

 

Please let me know if you need further clarification about this, or if there's anything else I can do for you. I'll be standing by for your response. Have a great day.

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