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userjsamotta3
January 20, 2024
Question

new layout experience

  • January 20, 2024
  • 1 reply
  • 0 views

My client cannot get the new layout experience and has lost the ability to send out estimates with the approve/decline button.  We have cleared cache and cookies.  Have disabled unsupported features and even upgraded to Plus Online.  Nothing is working.  QB support only says they are still rolling it out.  How long is this going to take.  Not efficient for running a business in this day and age.  I have researched all avenues on the web with no solution.  

    1 reply

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    GlinetteC
    January 20, 2024

    I understand the challenges you're experiencing with your client being unable to get the new estimate experience, userjsamotta3.

     

    It could be that your client has chosen the old layout, which may be why the new experience feature isn't visible on their account. 

     

    You can rest assured that we are moving forward with implementing the new Estimate experience, which comes with enhanced functionalities. Once the update is complete, your client will be able to use the new experience automatically.

     

    I've also included a detailed resource about the new estimate or invoice layout:  See what’s new with estimates & invoices.

     

    Moreover, you can convert an estimate directly into an invoice, linking them together to ensure accurate bookkeeping and eliminate the need to enter the information twice.

     

    If you have any additional questions about the estimate feature, please feel free to ask. I'm here to help.

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