Formatting your estimates correctly with the Review and approve link is my priority today, sales. You can run through some troubleshooting steps to get back the missing tab. I can guide you through the process.
Approving the estimates through the Review and Approve link is available on the new estimate interface. Please select the new layout when creating your transaction to get the option.
- Sign in to your QuickBooks Online (QBO) account.
- Go to the +New icon, then click on Estimate.
- Select Try the new invoices in the top right corner.
- Fill in the details.
- Hit on Save and send.
These links will give you insights about switching to either the old or the new experience for estimates and invoices:
If the issue persists, I suggest creating your transactions through a private window to narrow down the result and protect your browser against cookie-based tracking. You can use either of these keyboard shortcuts to save you time:
- Google Chrome: press Ctrl + Shift + N
- Microsoft Edge: press Ctrl + Shift + N
- Firefox: press Shift + CTRL + P
If it works, clear the cache of your original browser to start fresh.
Once the estimate entry is approved, you can convert it into an invoice.
Please notify me in the comment section below if you have follow-up questions while working on your transactions. Just leave a comment below. Have a good one!
