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hpsailo
Level 2

Cannot save estimates on mobile app

On the mobile app, After entering all details to create new estimate i cannot save to complete the process. "Select Terms No terms selected" message appeared. Looked it up, found out there was supposed to be a menu to select status (pending/accepted/closed/rejected) which i cannot find. Why? Same issue after reinstalling the app.
6 Comments 6
katherinejoyceO
QuickBooks Team

Cannot save estimates on mobile app

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

  1. Go to the More icon at the top right corner of the screen.
  2. Choose Settings.
  3. Select Refresh Data and choose Yes.

 

 For iOS device

  1. Go to the Menu icon at the top left corner of the screen.
  2. Choose Help & Feedback.
  3. Select Refresh Data and Refresh.

 

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.

hpsailo
Level 2

Cannot save estimates on mobile 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.

Jovychris_A
Moderator

Cannot save estimates on mobile app

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:

  1. Click + New on the upper right and then select Estimates.
  2. Enter necessary details like customer name, products/services, and amount.
  3. Hit Save and close.

 

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!

hpsailo
Level 2

Cannot save estimates on mobile app

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.

Andrew15533
Level 1

Cannot save estimates on mobile app

Hi 

 Did you resolve this issue as I'm also having this same problem

Andy....

ShaniamarieC
QuickBooks Team

Cannot save estimates on mobile app

Hi there, @Andrew15533and 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:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. In Search, select Contact Us to connect with a live support agent.

 

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!