Hello Zeb,
I appreciate you for dropping by here in the Community space. Allow me to chime in and clarify things about creating estimates in QuickBooks Online.
There's a new layout for the estimates, which allows customers to approve an estimate via email. However, the feature is still unavailable to old users using the old layout.
You can only switch to the new feature if the option is available when creating an estimate. Here's how:
- Go to the + New.
- Choose Estimate.
- Once done, click Try the new estimates.
You may have to wait for the full release if the option is unavailable. We'll provide updates as soon as possible.
Also, there are features currently unavailable in the new experience for estimates and invoices. For more information about the limitations, check out this link: See what’s new with estimates and invoices in QuickBooks Online.
Please let me know if you need anything else regarding the features in QuickBooks, like creating estimates and other transactions. The Community and I will be here to help you.
