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smoky989
June 17, 2024
Question

Major Issue with Estimates

  • June 17, 2024
  • 2 replies
  • 0 views

I'm hoping someone has experience this and has a solution, as it's a pretty bad problem and Intuit should be ashamed!!!


There are 2 major issues when sending an estimate.


1) When I click Save and Send, the email preview shows up with the option for the customer to hit "Save and Print", which is the way it always was. However, when the customer receives it, it instead says "Review and Pay". This is an estimate and I've already had a handful of customers reach out in confusion. It's embarrassing for my company to send out estimates with such misleading instructions.


2) On top of that, in my template, I do not show to the customers "Product or Service", "Qty" or "Rate". Most of my items are simple, such as "Provide and install light fixture, in place of existing light fixture." where I don't need to jumble up the estimate with unnecessary information... Similar to problem number 1, when I hit Save and Send, everything looks normal. However, when the customer receives it, regardless of what template I'm using, the estimate shows all columns, which actually includes a "product or service" I created called linebreak to make blank lines between groups of items. (Why QB doesn't allow you to use a line space is laughable.


FYI, when sending an invoice, everything works normally as it did before the update. Any help would be much appreciated. Right now I'm essentially forced to save my estimates as PDF's and send them outside of QuickBooks.


Thank you!

    2 replies

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    smoky989Author
    June 17, 2024

    Additionally, if the customer clicks on "Review and Pay" just to look at the estimate, it automatically marks it as accepted.  This is basic functionality and a major failure.

      A
      ArielI
      June 17, 2024

      I can see the challenges you're facing when sending estimates through QuickBooks. Let me help you handle this.

       

      For your first concern, please know that we have an ongoing investigation about this issue under INV-103186. This is the reason why your estimate are automatically marked as accepted when your customer clicks the Review and Pay button. To be added to the list of affected users, I recommend contacting our Customer Care Team. Here's how:

       

      1. Select Help at the top.
      2. Click the Search tab, then choose Contact Us.
      3. Select a topic or enter a brief description of your concern.
      4. Hit Continue, then select Start a chat and Get a callback.

       

      Regarding your second concern, when you customize or remove the columns of the custom estimate template but your online delivery setting is set to Online invoice, the changes you've made to the custom template will reflect on the body of the email. However, once your customer clicks Print and save, the estimate will still display all the default details as the program automatically applies the modern template, not the custom one you've selected. As a workaround, you'll have to set the online delivery setting to HTML. This way, the attached estimate will follow the custom template you've selected.

       

      1. Click the Gear icon.
      2. Choose Account and settings.
      3. Head to the Sales tab, then scroll-down to Online delivery.
      4. Choose HTLML from the drop-down.
      5. Hit Save, then Done.

       

       

      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.

       

      I appreciate your understanding, @smoky989. If you have any further questions about managing your estimates in QBO, please let us know.

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