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D
designerslinenso
June 1, 2022
Question

I am unable to add an item while working on an estimate. I now have to go to Products & Services and enter the items & then prepare the estimate and/or invoice.

  • June 1, 2022
  • 1 reply
  • 11 views
I should be able to add the item as I prepare an invoice, but it suddenly won't work.  What changed??

1 reply

M
Mark_RModerator
Moderator
June 1, 2022

Hello there, @designerslinenso.

 

I've come with a solution that can help you add an item while working on an estimate or an invoice.

 

The option to add an item within the estimate or invoice page hasn't changed. Since you're unable to do it, your browser may have data issues causing QuickBooks to act weirdly. To verify, let's log in to your QuickBooks Online 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, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one

 

Once everything is fine, you may want to run a report to view helpful information on the things you buy and sell, and the status of your inventory. This article will help show you which reports to run depending on what kind of info you want to see: Use reports to see your sales and inventory status.

 

Let me know how it goes or if you need clarification about this. I want to make sure this issue is taken care of, @designerslinenso. 

D
designerslinensoAuthor
June 2, 2022

This did not work & I'm still unable to add new products while I'm creating a quote.  It's taking me much longer since I have to exit and go into Products & Services.  Anyone else know what I could do??

J
JamaicaAQuickBooks Team
QuickBooks Team
June 2, 2022

I understand where you’re coming from, @designerslinenso. I also recognize the importance of adding items to your estimates and invoices.

 

Please know this isn’t the service I want you to encounter. I’ll help by pointing you to the right support so you can add a new product/service item to your estimate.

 

I’d like to let you know that the issue you mentioned has a newly created report. Rest assured that this will be prioritized among other issues. I appreciate your efforts in performing the workaround of adding the Product/Service manually in Product and Services list. 

 

It’d be best if you reach out to our Customer Care Team. This way, you’ll be added to the list of affected users. With this, you’ll receive updates through your email from our Dev team as they work on this issue.

 

Here’s how:

 

  1. Go to the Help icon.
  2. Select either of these to start: Assistant or Search.
  3. Enter your concern.
  4. Choose a way to connect with us: Start a chat or Get a callback.

 

Please take note that our support hours for QuickBooks Online Plus, Essentials, and Simple Start starts from M-F 6 AM to 6 PM PT and on Saturday from 6 AM to 3 PM PT. For QuickBooks Online Advanced, we're available any time, any day.

 

Moreover, we have ample of articles to help you with your estimate and invoice tasks:

 

 

For future reference, you can also customize invoices and estimates in QuickBooks Online. From there, you can add specific details and improve your forms.

 

Feel free to leave a comment if you have further concerns with your estimates or any other sales forms. I'll make sure to help you resolve them so you can get back to business with ease. 

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