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July 16, 2022
Question

Why is the way of creating estimates different with the paid subscription verse free trial. Not as efficient or detailed.

  • July 16, 2022
  • 1 reply
  • 6 views
No text available

1 reply

katherinejoyceO
Level 9
July 16, 2022

It's my pleasure to answer your first post, @taylorshmservice

 

Recently, QuickBooks gives our estimates and invoices a makeover. It could be that during your free trial, it wasn't updated yet. Hence, the experience is different with your paid subscription. 

 

I appreciate your observation about the changes. Please know that at this time, some attributes are unavailable in the new estimates and invoices, but we’re working to get them ready.

 

Here are some of the features to be added in the future:

 

  • Progress invoicing
  • Custom fields
  • Recurring invoices
  • Ability to save multiple templates
  • Classes
  • Billable expenses
  • Tags

 

You can also check out this article to learn more about how the new estimates and invoices can help you, and get paid quicker.

 

Feel free to post again if you have additional concerns. I'm always around to help you more.