Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
ChristieAnn
QuickBooks Team

Reply to message

Thank you for visiting the QuickBooks Community. I know how much time it can take when something isn’t working the way you need it, shandatuck. Let me share further details on how the new estimate interface works in QuickBooks. Also, provide troubleshooting steps so the quantity is included when printing the sales form, TP Floors.

 

The first phase of US QuickBooks Online customers was migrated from the old/classic invoice/estimate experiences to the new experiences which include new features and adjustments. However, this is not available to all users and the new experience is still being rolled out through FY23 (2023). There is no set date for when it will be accessible to all. 

 

Based on your statement, it seems you've been seeing the "Review and Approve" option on your previous transaction. With this, it could be your QuickBooks is on the old layout. If you still have the option to use the new interface on your Estimate page, I suggest modifying it so the Review and Approve link shows on your end.

 

Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Go to the +New icon, then click on Estimate.
  3. Select Try the new estimate in the top right corner. 
  4. Fill in the details.
  5. Hit on Save and send.

 

On the hand, you have to make sure that the Quantity box on your estimate template is being checked. This guarantees that the quantity gets printed. You can follow the steps below.

 

  1. Select Settings ⚙ and then Custom form styles.
  2. Find your custom or standard template.
  3. Select Edit in the Action column.
  4. Go to the Content tab and click the table section.
  5. Checkmark the Quantity box.
  6. Click Done.

 

You can open this article to see additional details and how a customizing template works in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

T..PNG

 

Lastly, I'm adding these articles below that explain the new feature and how you can manage them to keep work moving and get paid faster:

 

 

Don't hesitate to reply to this post if you need additional assistance with managing your estimates. I'll be happy to lend a hand, shandatuck and TP Floors. Keep safe always!

Need to get in touch?

Contact us