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Buy nowThanks for posting in the Community, @Sconner1. Let's perform some troubleshooting steps so you can create estimates for existing customers using the QuickBooks Online (QBO) mobile app.
In the QBO mobile app, you can enter estimates for already-added customers. Since you're unable to do so, let's troubleshoot your mobile app to resolve this issue.
Here are some quick steps:
Moreover, I'll share this article to help you make quick updates to your invoice template: Customize invoices on the QuickBooks Online mobile app.
Keep in touch if you have other questions about recording estimates in QBO. We're always here to help. Take care, and have a good one.
I tried everything you suggested, deleted the app and reinstall it two times and it did not fix the issue. I did find that I can go to the customers then add an estimate that way in order to be able to do estimates. I can go to “create invoice” and pull an existing customer, but I just can’t go to “create estimate” and pull in an existing customer.
It's good to know you've tried the steps my colleague has provided, @Sconner1. Let me assist you further on this issue.
As previous troubleshooting steps were unsuccessful, I suggest contacting our support for them to investigate further on this matter.
Follow these steps how to contact support:
Moreover, I'd like to share these articles that you can check to help you with your estimates:
Keep me posted if you still have concerns with your estimates. Take care always.
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