cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
inandoutproservices23
Level 1

I can't pull up my estimates

 
1 Comment 1
Bryan_M
QuickBooks Team

I can't pull up my estimates

Let's ensure that you can access your estimates after reading my response to continue with your daily sales tasks, @inandoutproservices23.

 

Before anything else, I'd like to know if there's any error shown on your end.

 

As a workaround, you can run the Estimates by Customer report to find the transactions you want to access. Here's how:

 

  1. Go to Reports.
  2. Enter the Estimates by Customer in the search field, and click it once it shows.
  3. After that, customize your report to show specific transactions from the correct date.

 

In the meantime. we can perform some basic troubleshooting steps. Let's start by logging in to your account via private or incognito mode to avoid storing cache data files that can cause lag when using a web-based program.

 

Feel free to use these shortcut keys: 

 

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

 

Then, access the Estimates section. Once this works, clear the cache of your default browser to remove accumulated data. If the error persists, you can utilize another supported browser or device.

 

You might want to learn how to split your estimate into as many invoices as you need instead of having a full payment. Feel free to visit this article: Set up and send progress invoices in QuickBooks Online.

 

I'm thrilled I was able to assist you today with accessing your estimates. We'll ensure to answer more of your questions about it and work on it together. Just click the Reply button below. Keep safe, and enjoy the rest of your week.