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englewoodhomegrown
November 21, 2024
Question

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!

  • November 21, 2024
  • 1 reply
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Original commenter did not share additional details

    1 reply

    S
    ShangY
    November 21, 2024

    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.

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    englewoodhomegrownAuthor
    November 22, 2024

    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.

    C
    Carneil_C
    November 23, 2024

    Thanks for getting back on this thread, @englewoodhomegrown. Providing additional details surely helps us get on the same page.

     

    The option to modify your template in your QuickBooks Online (QBO) account using your mobile app is currently unavailable. I encourage you to submit product suggestions regarding the ability to update templates in your QBO app. Customer suggestions are forwarded directly to our engineers for their review.

     

    You can perform the steps to send your feedback in QBO using your mobile browser. Here’s how to do it:

     

    1. Click the Gear icon and choose Feedback.
    2. Enter your feedback Suggestion.
    3. Press Next.

     

    In the meantime, you can download or print your estimates using your mobile app browser to view them.

     

    I wanted to share this helpful article to personalise your sales transactions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Should you have any further questions about templates, please feel free to leave a comment below. The Community always has your back.

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