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Hello there, @hpsailo.
The QBO mobile app uses cache to speed up your experience in performing your tasks. You'll experience some unusual behavior from the system when it's full.
Since your estimates aren't saving, you'll need to refresh the system and remove the older files that cause the behavior.
Here are the steps to clear your app data:
For Android device
For iOS device
In case the issue persists, I'd suggest uninstalling and reinstalling the app to ensure the version you're using is updated.
For future reference, read through this article to learn more about customising invoices, estimates, and sales receipts in QBO.
Let me know how the fix goes for you. I'm always here to guide you in managing estimates and sales transactions in the QBO app.
Thank you for the reply. But unfortunately there was still no option to choose the status after 'Refresh Data'. And yes, I've also reinstalled the app. I think there might be a major bug or error of some sorts in the app. Attached a screenshot of how the estimate create screen looks (with no status selection option). Again, thank you.
Thanks for sharing more details and following my peer's suggestion, @hpsailo.
Normally, we can save the estimates using the mobile app once all the details are entered and hit the Save button on the upper right of the phone screen.
Since you have confirmed that you're still getting the same hurdle, I recommend contacting our Care Support team through chat. From there, they can investigate this by pulling up your account and helping you resolve this on time in a private session.
In the meantime, you can also run a supported web browser like Google Chrome or Mozilla Firefox and then log in to QuickBooks Online from there to create estimates.
Here's how:
I've got a handy article for more information about sending and using customer estimates: Create and send estimates in QuickBooks Online.
Feel free to share here if you have other concerns about features in QuickBooks Online. We're always ready to lend a hand. Have a great and nice day ahead!
Thank you @Jovychris_A and @katherinejoyceO. Yes, I believe its best to bring this issue to the support team. Will do that ASAP. Will try to update.
Hi
Did you resolve this issue as I'm also having this same problem
Andy....
Hi there, @Andrew15533, and Welcome to the Community.
I'm here to help and share some insights about saving estimates using the QuickBooks Online Mobile App. As stated by my colleague above, you can easily save your estimates by entering all the necessary details and tapping the Save button on the upper right corner of your phone screen. However, if you're still encountering issues, let's try some troubleshooting steps by following the steps provided by my colleague, @Katherine, to clear your app data refresh the system, and remove the older files that cause the unexpected behavior with the product. In the meantime, you can log in to QuickBooks Online to create and send estimates to your browser.
If the problem persists, I advise reaching out to our support team to obtain further assistance. They are experts in troubleshooting issues and can provide you with the most accurate guidance to resolve the issue. We're committed to ensuring that you have a seamless experience using our app.
Here's how:
Please note their supported time to correctly connect with them.
You can also check this article for more details about QuickBooks Online templates, you can unleash your creativity and personalize your invoice, sales receipt, or estimate template to match your unique style: Customise invoices, estimates, and sales receipts in QuickBooks Online
If there's anything else you need to save your estimates on the QuickBooks Online Mobile App, please let me know by leaving a comment below. Happy New Year!
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