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Skottydawg1
April 19, 2024
Question

Newest version of quickbooks is the absolute worst

  • April 19, 2024
  • 5 replies
  • 0 views
The last update of quickbooks is awful. Now after adding estimate info, you need to go to settings and refresh data before it will show up on the customer record?? Why?? I don't understand how this even makes sense to add this to an update. It was beautiful before.

    5 replies

    R
    Rasa-LilaM
    April 19, 2024

    Thank you for raising your estimate concern here in the Community, Skottydawg1.

     

    We recognize the inconvenience you're experiencing when adding estimates to the mobile app version. This prevents you from completing your accounting tasks and other business process. Let me help and provide clarification about this matter. 

     

    We've received similar cases or reports about the latency of displaying estimates in the mobile app version. Let's uninstall and reinstall QuickBooks Online (QBO) from your device to start on a clean slate. 

     

    Simply drag the app to the Uninstall section and click Yes to confirm. Refer to the following links to reinstall the QBO mobile app:

     

     

    Take a look at this article for detailed instructions on installing the program: How to download the QuickBooks Online mobile app.

     

    After performing these steps, create an estimate again. If there's still latency in displaying the sales entry, I recommend contacting our QBO Care Team so they can add you to the list of impacted users. 

     

    On the other hand, access the online program via browser to check the estimates from there. Furthermore, open each reference below to learn more about the tasks you can do using the mobile app version as well as instructions to improve the working performance of your QuickBooks:

     

    Feel free to return to this thread if you run into hurdles while working in QuickBooks or adding estimates. I'll be sure to provide the assistance you need, Skottydawg1.

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    Skottydawg1Author
    April 19, 2024
    Yes. I realize this is a "duplicate" question. However, the response from your colleague said to contact you if.the issue persists after following her instructions, which is what I have done with the "duplicate" question.
     
    Please provide another solution, as hers did not work.
    C
    Carneil_C
    April 19, 2024

    I recognize the urgency of getting this issue fixed, @Skottydawg1.

     

    I'll lay down a few alternatives to help you sort out this query about adding estimates in the QuickBooks Online mobile app.

     

    Have you tried logging into your QuickBooks Online account using a browser to check the estimates? If done but the issue persists, we recommend contacting our Customer Support Team, as my colleagues suggested since we've also received similar cases about this latency of estimates in QBO. This way, they can further investigate what's causing this problem and guide you on a possible fix.

     

    Here's how you can reach out to them:

     

    1. Log in to your QuickBooks Online account on a browser.
    2. Click Contact Us from the Search tab.
    3. Enter your question and select Continue.
    4. Review and select from the following: Have us call you, or Chat with us.

     

    You can view this link for other ways to contact them: QuickBooks Online Support.

     

    Moreover, please head to this article if you want to modify your estimates to have professional-looking sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    It's my priority to ensure that your concerns are fixed. Please don't hesitate to add your concerns about sales transactions or other QBO-related tasks. We're always here to help. Keep safe always.

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    Terri227
    May 12, 2024

    This new software release is the final blow in our company moving away from Quickbooks. We have used the software since 2003, but this latest User Interface is terrible. Things that took us 5 minutes to do are now taking much longer. Just trying to record our 1st Q Sales Tax was a pain, with new accounts showing up we didn't create, and trying to go back in and correct some additions seemed impossible. I guess we are to blame as we have supported a company with poor products and poor service.

      S
      Skottydawg1Author
      May 12, 2024

      I know, right? Every answer to my issue just seems to be a reply to try to bide time. No solutions.

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        Skottydawg1Author
        May 20, 2024

        I guess it's good news that some of the functionality has been restored. However, the issue that I initially posted about is still the same. I create an estimate, save the estimate, and then the estimate does not show up on the customer record. I then need to back all the way out, hit "refresh data" and voila. There it is. Yes - it's a workaround. But, it takes so much more time than it used to when the data would just show up when saved. It's also very, very embarrassing to be standing in front of a customer stating at my phone waiting for it to update.

         

        QuickBooks: Please do not give me some fluffed up excuse, or say that the issue has already been resolved - because it hasn't. Please just fix it. It can't be that difficult to fix, because before the most recent update, it had been smooth as silk (for ten years at least). It really rubs me the wrong way when something I have been dumping money into for so long doesn't work correctly.

        J
        JamesAndrewM
        May 20, 2024

        I recognize the urgency to resolve the issue with the estimate does not showing up on the customer record in QuickBooks Online mobile. 

         

        Allow me to direct you to the right person to contact to get the required help and support. I recommend contacting our QuickBooks Online Support Team. They have the tools to check your account and confirm the issue. 

         

        Here's how:

         

        1. Go to the Help menu, then click the Search tab.
        2. Click Contact Us.
        3. Select a topic, then enter a brief description of your concern and hit Continue.
        4. Choose either Chat with us or Have us call you and start connecting with them.

         

        You can contact us from M-F 6 AM to 6 PM PT.

         

        I'm adding these articles you can use in the future:

         

         

        Tag me in the comment section if you need help managing and navigating options in your QuickBooks estimates. I'm always available to assist you. Stay safe!

        E
        El Contador
        May 21, 2024

        Every time you copy an estimate or a purchase order to an invoice or bill you lose all tags and attachments.  What kind of person thinks this is a good idea?  Huge waste of time for the user double entered data.

         

        Please Intuit, fix your platform.  Stop removing features that make data entry easier.

        S
        Skottydawg1Author
        May 29, 2024

        Well. Here we go again. The app was running well for almost a week, and now the ability to add a new estimate is gone. Disappeared. How in the f**k am I supposed to gain any new business of the app does not allow me to create an estimate. This is complete bullls*it. So tired of the QB games.

         

        [Removed screenshot]

        R
        Rasa-LilaM
        May 29, 2024

        I recognize the importance of completing your accounting tasks on time, particularly in creating estimates through the mobile app. Skottydawg. Let me route you to the appropriate channel so this can be sorted out promptly.

         

        When you're still having issues adding estimates in the mobile app, I recommend contacting our support team. They'll conduct further investigation into this unusual behavior and help implement the permanent resolution.

         

        If you're currently using an iOS device, there's an ongoing investigation similar to the one you're encountering. Make sure to inform our QuickBooks Online (QBO) Care Team so you can be included in the notification list for impacted users. You'll receive email updates once there's any development of the issue.

         

        To get the contact details:

         

        1. Tap the Help icon in the upper right of your company to display the support window.
        2. In the Assistant tab, enter a brief description of your concern in the Type something bar and click the Get help from a human link to see more options.
        3. Choose Chat to initiate a conversation and Callback to speak with an agent.

         

        Browse through this article to learn the support hours and types: QuickBooks Online Support.

         

        In the meantime let's log in to QBO using a browser and create the estimates from there. In the future, follow the solutions in these links to troubleshoot mobile app issues, and manage customers and sales transactions:
         

        I appreciate your patience while we're working through this. Don't hesitate to visit the Community again if you have any sales-related concerns or questions about QuickBooks. I'll get back to make sure you're well taken care of.

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