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S
Sconner1
April 13, 2024
Question

Can anyone create estimates for existing customers? When I try to create an estimate on my QuickBooks app from my phone, I can no longer access my current customers.

  • April 13, 2024
  • 1 reply
  • 0 views
I can only create estimates from my app through my phone if I create a new customer. I do not have any access whatsoever to existing customers.

1 reply

JaeAnnC
JaeAnnC
April 13, 2024

Thanks for posting in the Community, @Sconner1. Let's perform some troubleshooting steps so you can create estimates for existing customers using the QuickBooks Online (QBO) mobile app.

 

In the QBO mobile app, you can enter estimates for already-added customers. Since you're unable to do so, let's troubleshoot your mobile app to resolve this issue.

 

Here are some quick steps:

 

  1. Change the Wifi data connection on your device to 4G (varies by device).
  2. Restart the app.
  3. Clear app data. To do this:
    1. Open your device Settings.
    2. Select Apps (varies by device).
    3. Select the QuickBooks app from the list, then Storage.
    4. Tap clear data.
  4. Restart your device.
  5. Uninstall and reinstall the app.

 

Moreover, I'll share this article to help you make quick updates to your invoice template: Customize invoices on the QuickBooks Online mobile app.

 

Keep in touch if you have other questions about recording estimates in QBO. We're always here to help. Take care, and have a good one.

S
Sconner1Author
April 15, 2024

I tried everything you suggested, deleted the app and reinstall it two times and it did not fix the issue. I did find that I can go to the customers then add an estimate that way in order to be able to do estimates. I can go to “create invoice” and pull an existing customer, but I just can’t go to “create estimate” and pull in an existing customer.

J
JoanaC
April 15, 2024

It's good to know you've tried the steps my colleague has provided, @Sconner1. Let me assist you further on this issue.

 

As previous troubleshooting steps were unsuccessful, I suggest contacting our support for them to investigate further on this matter. 

 

Follow these steps how to contact support: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select Contact Us. 
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Moreover, I'd like to share these articles that you can check to help you with your estimates:

 

 

Keep me posted if you still have concerns with your estimates. Take care always.

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