Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
mharris100
Level 1

When do I get the new layout for estimates?

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?
5 Comments 5
ZackE
Moderator

When do I get the new layout for estimates?

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!

mharris100
Level 1

When do I get the new layout for estimates?

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.

mharris100
Level 1

When do I get the new layout for estimates?

I need a reliable date on when the cutover will happen.  There was a countdown on the website saying the change would happen today.  I have been holding off sending estimates until the change occurred.  I need to be able to plan what and how the system works.  I can not work with a random date in the future when my accounting system will change.  How can I either force the change or get a reliable date of when the change will happen?

KimberlyS
Moderator

When do I get the new layout for estimates?

Hello there, @mharris100.

 

Let me share information about the update of the new interface of your estimates.

 

QuickBooks Online Essential users will be prompted to the New Invoice experience this December 11, 2023. Please note that the update will take effect by batch. Once on the updated version, switching to the old interface is no longer available.

 

In addition, you might want to scan this article for information about the current update of your sales forms: See what’s new with estimates and invoices in QuickBooks Online.

 

You can also learn more about personalizing and adding details to your estimates with the help of this material: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please visit the Community forum for additional questions about the new estimate layout or other related concerns in QuickBooks Online.

mharris100
Level 1

When do I get the new layout for estimates?

This does not answer my question.  I still have no idea when the upgrade will happen.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us