Welcome to the Community space, @Housermp.
I am here to provide some insights about the sudden reverting of your estimate in QuickBooks Online (QBO).
It is possible that the estimate layout reverts to the old layout after switching to the new one because you may have previously opted out of the updated layout. This behavior is not an error since it is working as designed. Therefore, there is no need to fix anything.
Thus, I recommend sending feedback to our Product Engineers. This will help them better understand how to improve existing features and create new ones to better serve our customers.
Here's how:
- Select the Gear icon, then choose Feedback.
- Type in your product suggestions.
- Select Next to submit.
In regards to your customized template for an estimate, since you can't find the customized template of your estimate, let's troubleshoot to fix this.
Sometimes, your browser may encounter data issues, thus causing some unusual responses. To verify, log in to your QuickBooks Online (QBO) account using a private browser. To do so, press this shortcut key on your keyboard:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
If this works, you need to clear the browser's cache so the system can start fresh. If the issue persists in a private browser, consider using a different supported browser.
Moreover, I'm adding this helpful article as your reference in converting your estimates to an invoice in QBO: Convert an estimate into an invoice in QuickBooks Online.
Return to this post if you have other concerns about the new layout and the custom form styles of your sales form. The Community is always here to help.
