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0__0
October 30, 2023
Question

Can you track when a customer has opened an estimate in the same way you can track opened invoices?

  • October 30, 2023
  • 1 reply
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Original commenter did not share additional details

1 reply

Nicole_N
Nicole_N
October 30, 2023

Hi there, @0__0. I recognize the importance of tracking customer interactions with estimates like we do with invoices so you'll stay informed and take proactive steps to follow up with your customers.
 

Please know that QuickBooks Online does not have a built-in feature to track when a customer has opened an estimate. However, software features and updates can change over time, so I recommend sending feedback to our product developers. This way, they can review which parts of the program need enhancements and consider adding them to future releases. By sharing your valuable insights and suggestions, you can contribute to the continuous improvement of our software. 

 

You can follow these steps:
 

  1. Open your QuickBooks Online account.
  2. Hit the Gear icon at the top, then select Feedback.
  3. Type in your product suggestions.
  4. Click Next to submit feedback.

 

If you want to track your feature requests, check out this link: QuickBooks Online Feature Requests. 

 

In case you want to personalize and add specific info to your sales forms, here's an article that can guide you through the process: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community is open 24/7 if you need further assistance managing your estimates in QuickBooks. Let us know by leaving a comment below and we'll get back to you.

M
mbell19
December 4, 2023

I can't even track or see history of when a customer views an invoice anymore, Nor does it show me when I've sent reminders, the way it used to. This is a big problem. Why was that feature taken away???

    A
    AileneA
    December 4, 2023

    Hello, mbell19. I completely understand how frustrating it can be when a feature that used to work perfectly suddenly disappears and hinders your ability to complete tasks efficiently.

     

    QuickBooks understands that businesses have unique needs, so we continuously enhance our software features to cater to those needs. Our team of experts is dedicated to monitoring market trends, listening to customer feedback, and researching to identify areas where we can improve our software. By doing so, we can provide our customers with the most valuable and innovative features that can help them streamline their business processes and increase their productivity. At QuickBooks, we believe in putting our customers first, and our commitment to enhancing our software is a testament to that belief.

     

    To see whether the customer has already viewed the invoice, navigate to the invoices tab and click on the transaction to view its status. This will give you an idea of whether the customer has received and viewed the invoice.

     

    To check the status of your invoices, here's how:

     

    1. Click Sales and select Invoices.
    2. Choose the transaction and click the status.
    3. An invoice activity will pop up.

     



     

     

    However, if the issue persists, open your QBO using a private browser or incognito. It could have something to do with temporary internet files, which may cause an inability to see whether the customer has viewed the invoice. Browsing applications store these types of records, but sometimes, they can cause issues with certain web pages. 

     

    Use these keyboard shortcuts to start an incognito or private browsing session: 

     

    • Ctrl + Shift + N for Google Chrome
    • Ctrl + Shift + P for Firefox
    • Control + Option +P if you're using Safari
    • Ctrl + Shift + P for Microsoft Edge

     

    Once done, log back in, navigate to your invoice, and verify if the rate and quantity appear when printing the invoice. Return to the regular browsing session and delete your temporary internet files if they show up. Here's an article as a guide: Clear Cache And Cookies To Fix Issues Using QuickBooks Online. Or you can use a different browser for a better browser experience.

     

    I've added these articles to learn more about how to personalize and add specific info to your sales forms:

     

     

    Please let me know if you have any other questions about invoices or other QBO products. I'm always here to help. Have a great day!

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