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October 23, 2024
Question

Can’t view estimates. Says I have an old template

  • October 23, 2024
  • 1 reply
  • 0 views
Can’t view estimates.

1 reply

Nicole_N
October 23, 2024

Hi, @allplay260. I'm here to ensure you can view your estimates in QuickBooks Online (QBO).

 

It's possible that you're experiencing browser-related issues. To rectify this, let's log into your QBO account using a private or incognito window. Depending on the browser you're using, you can use these keyboard shortcuts:

 

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

 

Once signed in, view your estimates again. If you can now access it using an incognito, return to your regular browsing history and clear its cache. If the issue persists, use another supported browsers as alternative.

 

Moreover, you may visit this article to learn how to personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online


If you have more questions or concerns about managing your estimates, don't hesitate to click the reply button below, @allplay260. I'd be glad to answer them for you.