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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Kurt_M
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Hi there, @tightcraft.

 

There's an ongoing investigation regarding this particular concern, and our engineers are already working on a fix. If you haven't contacted our Customer Care Team and wish to get updates, we recommend contacting them so they can add you to the list of affected users. This way, you'll get notifications once it's fixed. Feel free to check this page for more details about the support availability: QuickBooks Online Support.

 

You can also use a personalized estimates template inside QuickBooks Online (QBO). We'll write down the steps to help you utilize your custom template in the modern estimate experience:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the +New button.
  3. Select Estimates.
  4. Click the Gear icon in the top right corner.
  5. In the Customization section, toggle the Slider button for which custom fields you wish to show in your estimate.
  6. In the Design section, choose your preferred custom template.
  7. Enter the necessary details inside your estimate and then click Save or Review and send button when done.

 

In addition, here's an article to help you convert estimates into an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

You are welcome to explore the Community space for any further questions or if you need help with estimates. Our team is always here to support you whenever you need assistance. Take care and stay safe.

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