How can I set up my estimates and invoices to save automatically while I am working on them so that I don't lose them.

I'm here to provide a helpful overview of how the online software works about saving invoices, Lem3. Let me share some key details to clarify the process for you.

In QuickBooks Online, the option to automatically save invoices while you work on them is currently unavailable. Therefore, it's essential to manually save each transaction once finished to prevent losing your progress. With this, you can choose Save, Save and Close, Save and Share Link, Save and Send, or Save and Share.

For more information, refer to this material: Create invoices in QuickBooks Online.

Moreover, consider browsing this material for guidance on recording customer payments: Record invoice payments in QuickBooks Online.

Please notify us anytime you need assistance with your invoices in QuickBooks Online. We are always here in the Community to address your queries.