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D
dtoczko
January 4, 2024
Question

How can I make the actual email match the email preview for estimates? Email surprise to see "review and pay" action button when the email review says "print or save" .

  • January 4, 2024
  • 3 replies
  • 0 views
when reviewing an estimate before sending the action button in quicbooks shows "print or save" action button, but when it comes across as an email the action button has changed to that like an invoice, although it is surely still an estimate, it says "review and pay". How can I change this. I called in for help and was told I can just ignore it.

    3 replies

    H
    Heide DC
    January 4, 2024

    Thank you for taking the time to post your concern here in the Community, @dtoczko .

     

    Allow me to provide you with the troubleshooting steps to fix the option when sending your estimates.

     

    Sometimes, too much cached files can cause the browser to behave abnormally. Let's access QuickBooks Online through a private window.


    Here are some key shortcuts for accessing a private window.

     

    • Mozilla Firefox: CTRL + Shift + P
    • Microsoft Edge: CTRL + Shift + N
    • Google Chrome: CTRL + Shift + N
    • Safari: Command + Shift + N

     

    If print or save is visible after this, the root cause of the issue must be from your regular browser. You'll want to clear the cache from your regular browser. However, if the issue persists, I'd recommend deleting the estimate, manually creating a new one, and resending it.

     

    Additionally, you can check this article to save time in the future in converting estimates into invoices: Convert an estimate into an invoice in QuickBooks Online

     

    Please don't hesitate to go back to this thread if you have more questions regarding estimates and any QuickBooks-related concerns. Stay safe.

    R
    rustyplumbs
    January 27, 2024

    I am having the exact same problem and it is causing customers to not want to view the estimate because of it saying review and pay.  This is not a cache issue.  The estimate email when in quickbooks before hitting send says Print or save.  When you open the actual email received it instead says review and pay.  The cache on your browser would not cause that change especially if it is being opened through email service and others computers/phones, etc.  How can this error be fixed?  Thanks!

      H
      Heide DC
      January 28, 2024

      I understand how important it is for you to match your email transactions, rustyplumbs. We'll ensure to take this matter seriously.

       

      However, I recommend contacting our support team to add you to the list of affected users and receive email updates.

       

      Here's how:

       

      1. Log in to your QBO company.
      2. Select Help (?).
      3. Click Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

       

      Also, you can check out this link to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

       

      Feel free to ask questions about estimates and any QuickBooks-related concerns. Don't hesitate to comment down below. Stay safe.

      H
      Hazel2019
      May 22, 2024

      It's almost June and I am still having this same issue. I don't understand why it takes them so long to fix these issues. This is terrible.

      T
      tightcraft
      June 18, 2024

      I see the same issue.  This is a bug.  I hope Intuit fixes it soon.

        T
        tightcraft
        June 18, 2024

        The "Modern" or new estimate experience doesn't have the same problem, and it has better tracking.  However, it's not as customizable as the older template is.

          H
          Hazel2019
          February 7, 2025

          This issue is still happening a year later. Very frustrating that it is not fixed yet.

          MorganB
          MorganB
          February 7, 2025

          Thank you for following up on this thread, Hazel2019.

           

          I truly hate to hear you're still running into the same issue with the estimates in QuickBooks Online.

           

          The best way to get this problem addressed is to reach out to the QuickBooks Online Support Team once more. This can be done with the steps mentioned previously by my colleague above. A Support Team agent will be able to look into the investigation to give you a progress update and get this issue further escalated if need be.

           

          Please don't hesitate to reach back out if you have any other questions or concerns. I'll be here to help in any way that I can.

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