Hi there, KW9802. Efficient processes when handling invoices are relevant within the program.
As you're utilizing the standard template, it will be automatically set as the default template. I suggest employing some basic troubleshooting to resolve the issue you're experiencing, as QuickBooks Online (QBO) can occasionally behave strangely due to stored internet cache files. Start by using an incognito window or private browser. Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Sh
If this works, return to your regular browser and clear your browsing history to start anew. If not, I suggest using a different supported browser because the QuickBooks version you're utilizing now may have a temporary malfunction.
Read these articles that you can use in managing estimates-related tasks moving forward:
Keep us posted if you have other QuickBooks challenges, KW9802. The Community is always ready to help you and root for the success of your business venture. Take care, and have a great day ahead!
