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December 11, 2023
Question

When do I get the new layout for estimates?

  • December 11, 2023
  • 1 reply
  • 0 views
I had a countdown for the new estimate layouts saying it would kick in today.  I have been waiting to send out new estimates until the new layout is available.  Today the new layout is not in effect and there is no time frame listed except it will switch soon.  How can I possibly run a business with random changes happening to my accounting system?

1 reply

December 11, 2023

Thanks for reaching out to the Community, mharris100. I appreciate your detailed information.

 

You'll be able to use the new estimate layout automatically once our update occurs. No additional steps will be required on your end after Intuit finishes updating.

 

Here's how you can check if you have the new estimate experience:
 

  1. In your left navigation bar, use the + New button.
  2. Select Estimate.
  3. If you see a message that says "NEW" next to your form's title, you're currently using the new layout.

 

Once our update finishes, you'll be able to customize estimates you're sending. There will no longer be a need to manage templates, instead, all of your options will be on each form. QuickBooks will memorize the choices you made and apply them to your next estimate.

 

Customers receiving emailed estimates will be able to review and approve them online. Once they do, you'll receive an alert.

 

If you'd like to submit feedback about the transition process while our update is in effect, you can do so while signed in:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

I've also included a detailed resource about about our new estimate update which may come in handy moving forward: See what’s new with estimates

 

If there's any additional questions, I'm just a post away. Have an awesome Monday!

December 11, 2023

I need a reliable date for the cutover.  I had a countdown on the site saying that the new layout would be available today.  I have been holding off sending Estimates until the new layout is available.  I need to have a reliable date on when the change will take effect.