Manage customers and income
We can perform a few browser troubleshooting steps to isolate these kinds of issues, Jorcy.
There are times when regular browser stores cache files that cause unusual responses within the system. We can open QuickBooks Online (QBO) using a private browser and then look into the list of templates if the Estimate you're just customized is set to default. To do so, open your QuickBooks Online (QBO) account via incognito mode. It'll give you a clean slate to avoid odd behaviors when accessing a website. Below are the shortcut keys you can use:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
If it works, return to your default browser and clear its cache or use a different supported browser. It may be a temporary issue with the browser you're using.
If the same thing happens, I suggest reaching our Customer Support Team again. This way, they can pull up your account securely and investigate the problem.
- Click the (?) Help icon in the upper right-hand corner of the dashboard.
- Select Talk to a Human.
- Enter a short description of your concern and press Enter.
- Click I still need a human.
- Hit Contact Us to connect with our live support.
- Choose a way to connect.
To know more about customising your sales forms, use this link: Customise invoices, estimates, and sales receipts in QuickBooks Online.
I'm only a few clicks away if you need assistance creating estimates, Jorcy. It's always my pleasure to help you out again.
