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J
jen-greenfernstu
July 19, 2024
Question

Is there an auto-save function? I got called away in the middle of making an estimate. when I came back I was signed out. It seems that all of my work was lost. Sigh.

  • July 19, 2024
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

E
ErwinQ
July 19, 2024

I'm here to provide information about the undone tasks for your estimates in QuickBooks Online (QBO), @jen-greenfernstu.

 

In QuickBooks Online, the auto-save feature is currently unavailable. If you have an unfinished task, it's important to manually save your progress before leaving the task or the page to avoid losing any unsaved changes.

 

Moreover, you can check out this article for future reference on how you can record your payments from your customer: Record invoice payments in QuickBooks Online.

 

You're always welcome to post to the Community if you need additional help recording transactions. Feel free to click the Reply button to start posting here. I'm always available to help.

J
jen-greenfernstuAuthor
July 19, 2024

I understand that, ideally, I should save my work...but sometimes life happens, and you get called away.  Additionally, every other paid service/system/program that I have used in the last 15 years has an auto-save feature.  I do not understand how a company as big as QB does not have this as part of it's paid subscriptions.  It is frustrating.  

T
TeleToast
July 19, 2024

This has happened to me so many times! It's so frustrating and such a time waster. And the busier you are multi-tasking with your business the more it happens, so it's exactly when you're too busy to deal with it.

    BigRedConsulting
    BigRedConsulting
    July 19, 2024

    Yea, that would make a lot of sense and would solve the many complaints like yours. But, Intuit has never bothered to create such functionality.

    J
    jen-greenfernstuAuthor
    July 19, 2024

    Thanks for validating that this is a wanted feature.  It is disappointing that it is not an option.  

    E
    Ethel_A12
    July 19, 2024

    I know the advantages for businesses like yours to auto-save your work when creating an estimate in QuickBooks Online, @jen-greenfernstu. 

     

    I want QuickBooks Online (QBO) to have this feature as much as you do. Thus, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

     

    Here's how:

     

    1. Sign in to your QuickBooks Online account.
    2. Go to the Gear icon and select Feedback.
    3. Type in your suggestion and click Next.

     

    For future reference, here is an article you can refer to when converting an estimate into an invoice: Convert an estimate into an invoice in QuickBooks Online.

     

    Let me know if you require further assistance managing estimates in QuickBooks Online. I'm here to help anytime. Have a good one.

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