How don i update the template for est i keep on getting using lid template can not send est must print and send

I'm here to assist you in resolving this issue and getting you back to smooth operations, jd1001.

Before we proceed, could you please share the specific error you encountered when trying to print and send an estimate? This information will help me better understand the issue and provide an effective solution.

QuickBooks uses the first custom template you create as your default for invoices, sales receipts, and estimates. To update the default custom template, follow these steps:

1. Go to Settings ⚙ and then select Custom form styles.
2. Find your template.
3. Select the dropdown ▼ in the Action column.
4. Select Make default. You'll see (default) displayed by the default template name.

Once you've updated the default custom template, you should be able to send and print estimates without any issues.

If the issue persists, I recommend trying some troubleshooting steps to identify the root cause of the issue. Sometimes, browser-related issues can be caused by cache files. To troubleshoot this, try accessing QBO through a private window.

Here are some key shortcuts for accessing a private window:

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge: CTRL + Shift + N
• Google Chrome: CTRL + Shift + N
• Safari: Command + Shift + N

If you can successfully send and print an estimate in the private window, the root cause of this issue must be from your regular browser. I suggest clearing your browser's cache. You can also use other devices and supported browsers as an alternative.

Feel free to read this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Additionally, I've included an article that helps you view your top-selling items, current inventory levels, cost of goods, and more:: Use reports to see your sales and inventory status.

If you have any further inquiries regarding printing and managing your Estimates or any other Sales forms, feel free to come back anytime. I'm here to help. Have a great day!