Why are our estimates and invoices not saving?

I see you’re having trouble with your estimates and invoices not saving correctly, Frank. Let’s dive into this together to find a solution and get everything back on track for you.

Beforehand, may I know if you receive an error message when saving invoices and estimates? Any information and screenshots added will help us resolve the problem.

In the meantime, perform basic troubleshooting steps. Too much historical data can slow down loading times, and clearing it will resolve the problem.

First, access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

• Chrome: Ctrl + Shift + N
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once done, save the invoice and estimates again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

If the issue persists, I suggest contacting our Customer Support Team. This way, they can pull up your account securely and check the cause of the problem.

Here's how:

1. Go to the (?) Help icon.
2. Select Talk to a Human.
3. Enter a short description of your concern.
4. Click on I still need a human.
5. Tap Contact Us to connect with our live support.
6. Choose to Get a callback.

Additionally, check this link to personalize and add specific info to your sales forms: Customize invoices, estimates, and receipts.

I appreciate your patience as we work through this. Let me know if you have other questions about saving invoices and estimates in QuickBooks. I want to help you more.