Apparently I’m using an old template for my estimates and cannot preview them. Can anyone help me with instructions on how to update so I can preview again? Thanks!

I'm really glad you've found your way here. You’re in the perfect place for support,@englewoodhomegrown. I would be absolutely delighted to guide you through the Sales section, where we can update and preview your estimates together.

Here's how you can update and preview your estimates using the old template:

1. Select the Sales menu and proceed to the Estimates tab.
2. Pick the estimate you want to update and click Edit to reopen it.
   
   
   
3. Go ahead and update the information.
4. Scroll down and hit Print or Preview.
   
   
   

As you manage your business finances, being able to customise invoices, estimates, and sales receipts in QuickBooks Online will be very helpful. This guide will show you how to adjust these documents so they look just the way you want, helping you present a professional image and strengthen your connections with customers, making sure you're ready to handle your accounting needs smoothly in the future.

If you have any follow-up questions or need clarification about updating and previewing your estimates or other sales forms, please feel welcome to get in touch. I'm here to help and make sure everything meets your needs.

That doesn’t seem to help. My problem is in the mobile app when I tap Preview and Send I get this message:

PDF preview is unavailable with this template

You're using an old template. Print or download the PDF to view it.