kent19
Level 1

Cannot save when do estimate

Cannot save during estimate
Carneil_C
QuickBooks Team

Manage Customers and Income

Hello there, @kent19.

 

Before anything else, I'd like to know more details about your concern to get me on the same page. 

 

Have you encountered errors when trying to save your estimates in QuickBooks Online? This way, I can give you an accurate resolution.

 

In the meantime, we can perform some troubleshooting steps to help us determine whether this is a browser-related issue. There are instances when too much historical data causes discrepancies that hinder the display and performance of your QuickBooks. As a result, you're unable to save those transactions.

 

We can start by logging into QBO in an incognito window. You can use either of these keyboard shortcuts depending on your browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

If it works, you can return to your original browser and clear its cache to start fresh. You can also use another supported, up-to-date browser to narrow down the results.

 

Furthermore, this resource can help you if you want to personalize and add specific information to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You can always reply or reach out to us again if you have more queries about managing estimates. We're always here to guide and assist you whenever you need help. Take care always.