Kurt_M
Moderator

Other questions

It isn't the type of experience we want you to have when using QuickBooks Online (QBO), @jakekh.

 

We're receiving similar cases related to selecting specific text when creating or accessing sales forms inside the program. Since you already tried some troubleshooting on your end, we recommend contacting our Customer Care Team so they can gather more details about this issue and come up with a solution to address the problem. We'll input the steps to get you going:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
  • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
  • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

 

See this page for more information: QuickBooks Online Support.

 

In addition, you can visit this handy article to keep track of your customer transactions inside QBO: Run reports in QuickBooks Online.

 

You can visit the Community space anytime if you have any additional questions related to QuickBooks or need help managing estimates inside the program. Rest assured, we'll be around to provide the details you need to address your concerns.