Thank you for raising your estimate concern here in the Community, Skottydawg1.

We recognize the inconvenience you're experiencing when adding estimates to the mobile app version. This prevents you from completing your accounting tasks and other business process. Let me help and provide clarification about this matter. 

We've received similar cases or reports about the latency of displaying estimates in the mobile app version. Let's uninstall and reinstall QuickBooks Online (QBO) from your device to start on a clean slate. 

Simply drag the app to the Uninstall section and click Yes to confirm. Refer to the following links to reinstall the QBO mobile app:

• Android app via Google Play.
• iPhone, iPad, and Apple Watch apps are available via the iTunes App Store.

Take a look at this article for detailed instructions on installing the program: How to download the QuickBooks Online mobile app.

After performing these steps, create an estimate again. If there's still latency in displaying the sales entry, I recommend contacting our QBO Care Team so they can add you to the list of impacted users. 

On the other hand, access the online program via browser to check the estimates from there. Furthermore, open each reference below to learn more about the tasks you can do using the mobile app version as well as instructions to improve the working performance of your QuickBooks:

• Fix common errors in the QuickBooks Online mobile app for Android
• QuickBooks Online access for mobile devices
• See your latest data in the QuickBooks Online app
• QuickBooks Mobile: Frequently Asked Questions (FAQ) 
  
  

Feel free to return to this thread if you run into hurdles while working in QuickBooks or adding estimates. I'll be sure to provide the assistance you need, Skottydawg1.

I recognize the urgency of getting this issue fixed, @Skottydawg1.

I'll lay down a few alternatives to help you sort out this query about adding estimates in the QuickBooks Online mobile app.

Have you tried logging into your QuickBooks Online account using a browser to check the estimates? If done but the issue persists, we recommend contacting our Customer Support Team, as my colleagues suggested since we've also received similar cases about this latency of estimates in QBO. This way, they can further investigate what's causing this problem and guide you on a possible fix.

Here's how you can reach out to them:

1. Log in to your QuickBooks Online account on a browser.
2. Click Contact Us from the Search tab.
3. Enter your question and select Continue.
4. Review and select from the following: Have us call you, or Chat with us.

You can view this link for other ways to contact them: QuickBooks Online Support.

Moreover, please head to this article if you want to modify your estimates to have professional-looking sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

It's my priority to ensure that your concerns are fixed. Please don't hesitate to add your concerns about sales transactions or other QBO-related tasks. We're always here to help. Keep safe always.

This new software release is the final blow in our company moving away from Quickbooks. We have used the software since 2003, but this latest User Interface is terrible. Things that took us 5 minutes to do are now taking much longer. Just trying to record our 1st Q Sales Tax was a pain, with new accounts showing up we didn't create, and trying to go back in and correct some additions seemed impossible. I guess we are to blame as we have supported a company with poor products and poor service.

I know, right? Every answer to my issue just seems to be a reply to try to bide time. No solutions.

I honestly do not understand your answer. You told me to (and, went so far to give me instructions on how to) contact customer support. What, exactly,, is your role? I thought I was.already contacting customer support. I am inches away from leaving QuickBooks for a different product. Although, I realize this will have no effect on QuickBooks, as you have several other suckers to rip off with the worst software updates of any software I have ever used. Stop giving me runaround answers and fix the problem.

@Terri227 

This new software release is the final blow in our company moving away from Quickbooks

Convert your data to QB Desktop and you can use the trial version to access your historical data for good. Then you can start from scratch in a new app to lower your conversion cost.

Fully agree.  The responses from the "experts" are an insult to the users.  They were told this would break people during beta and released it anyway.  To take away critical features as if no one was using them is a clear lack of understanding on how the product is used but the community.  They are more worried about their social media standing then actually making a decent product.  As many have stated roll it back until it can pass even the most basic user requirements.  This misses the mark completely.  I encourage all users to investigate alternatives as this company has deceptively requested many of us to "switch" to the online version because the desktop version was going away.  Now they want us to switch to the desktop version for 5-7K so we have access to all the features we have been paying for.  The system is no longer functional, and we're done playing games. We have stated the process to move to a stable platform.

Genius reply! Thank you!!

Why would I convert to QB Desktop version when 99.9% of my usage is on mobile with the (nonfunctional) app (at customer houses)? That solves absolutely nothing.

Why would I convert to QB Desktop version when 99.9% of my usage is on mobile with the (nonfunctional) app (at customer houses)? That solves absolutely nothing.

Now they want us to switch to the desktop version for 5-7K so we have access to all the features we have been paying for.

It is not their real intention despite you can find the Price Level feature in QB Desktop 2024 Pro Plus and Premier Plus. They will release QB Desktop 2025 Enterprise on schedule.

@Skottydawg1 

I can't find the price rule feature in other accounting apps in the same class of QBO. You will still need to have another app (e.g CRM) as a workaround. I believe Intuit has realized this fact and decided to pursue a new opportunity to monetize it.

Yeah..and, it's totally awesome when I need to tell a customer to hang on while my QuickBooks takes 5 minutes to refresh. Super neat.

Some rare, dare I say unexpected, good news?  Yes, the old invoices are back AND he mobile functionality we all depend on has returned.  I'd like to thank all the people who took the time to make sure the message was received loud and clear.  I'd also like to thank the people on QB's front lines for communicating our voice to management and the product teams.  This is the first time I can say the people have spoken and someone listened.  Let's take this as a lesson learned, reset and adjust the direction so we don't have a repeat performance.

How did you get the old invoices back?

Also, when I choose the option to display invoices that are ‘send later’ there are no invoices listed, even though I have 50 invoices that I know are ‘send later’. I use this option all the time. Now, I have to go through every individual invoice to see which invoice needs to be sent. This is beyond frustrating and extremely time consuming.

That's a great question.  My initial assumption was the roll back was for everyone however, that doesn't appear to be the case.  You can complain in this forum, through the feedback system or simply use the help function, do a lookup for invoices then the option to call in will be available to you.  Hopefully the rep will be able to flag your account as one that needs to roll back.

Since I stopped using the feedback system because nothing ever happened, I came here and complained along with a call to Tier 1 support.  I wish I could tell you which one actually corrected the issue.

When I make a complaint through this community, the response I get from Quickbooks is usually a repetitive, standard, ‘fluff’ answer without resolving the issue. Is there an actual phone number that I can TALK to a person? 

Yes, there is, cher941265. Let me connect you with our QuickBooks Online Support team so your inquiry will be addressed accordingly.

As we are not able to post here the contact number, we recommend you visit this article so you can see the number and directly call our Support to help you with your concern: QuickBooks Online Support

At the same time, you can also reach out to us using the Help (?) in your QuickBooks Online account. Our support representatives have specialized tools, like the ability to share your screen, to take a closer look to determine what's causing the issue.

To reach our support team:

1. Sign in to your QuickBooks Online company and select Help (?).
2. In QB Assistant, enter the topic you need help with. You can also enter questions.
3. Select Contact Us to connect with a live support agent.
4. Choose a way to connect with us: Start a chat with us or Call us.

Our support team is available from Monday to Friday, 6 AM to 6 PM PT, and Saturday 6 AM to 3 PM PT for Plus, Essentials, and Simple Start. Advanced support is available anytime. 

I've also included a couple of detailed resources about working with invoices which may come in handy moving forward:

• Create & manage invoices
• See what’s new with invoices

Don't hesitate to send a reply if you have further questions about the invoice in QuickBooks Online. We're always here in the Community to help.

I used the online chat and requested to be switched back to the old layout, based on the fact that other users were being reverted, and the rep told me that no, no one was being switched back and what I read had to be incorrect. I provided screenshots and they were dismissed, since the account of being reverted came from a member of the community and not a Quickbooks employee. Like, duh??? Of course it came from a member of the community! Why would a Quickbooks employee post about being reverted? 

The customer service team is clearly not in line with what's actually going on behind the scenes with people being reverted to the old layout, and are flabbergasted when you point it out to them. 

I guess it's good news that some of the functionality has been restored. However, the issue that I initially posted about is still the same. I create an estimate, save the estimate, and then the estimate does not show up on the customer record. I then need to back all the way out, hit "refresh data" and voila. There it is. Yes - it's a workaround. But, it takes so much more time than it used to when the data would just show up when saved. It's also very, very embarrassing to be standing in front of a customer stating at my phone waiting for it to update.

QuickBooks: Please do not give me some fluffed up excuse, or say that the issue has already been resolved - because it hasn't. Please just fix it. It can't be that difficult to fix, because before the most recent update, it had been smooth as silk (for ten years at least). It really rubs me the wrong way when something I have been dumping money into for so long doesn't work correctly.

I recognize the urgency to resolve the issue with the estimate does not showing up on the customer record in QuickBooks Online mobile. 

Allow me to direct you to the right person to contact to get the required help and support. I recommend contacting our QuickBooks Online Support Team. They have the tools to check your account and confirm the issue. 

Here's how:

1. Go to the Help menu, then click the Search tab.
2. Click Contact Us.
3. Select a topic, then enter a brief description of your concern and hit Continue.
4. Choose either Chat with us or Have us call you and start connecting with them.

You can contact us from M-F 6 AM to 6 PM PT.

I'm adding these articles you can use in the future:

• Add, Customize, Or Remove Logos On Sales Forms 
• Customize Sales Forms By Location In QuickBooks Online 

Tag me in the comment section if you need help managing and navigating options in your QuickBooks estimates. I'm always available to assist you. Stay safe!

Any recs on where else to go? I agree QBO just keeps getting worse

Every time you copy an estimate or a purchase order to an invoice or bill you lose all tags and attachments.  What kind of person thinks this is a good idea?  Huge waste of time for the user double entered data.

Please Intuit, fix your platform.  Stop removing features that make data entry easier.