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L
lbitents-gmail-c
April 18, 2022
Question

I'm suddenly not able to request a deposit through an estimate. Has something changed?

  • April 18, 2022
  • 1 reply
  • 17 views
As of this morning I was able to click the "request deposit" when creating an estimate and that no longer appears.

1 reply

A
AbegailS_
Level 6
April 18, 2022

Thanks for reaching out here and providing detailed information about your concern, @lbitents-gmail-c. 

 

I'm here to ensure that you  can request a deposit through an estimate. 

 

If you have QuickBooks Payments and the new version of estimates, you can request a deposit that customers can pay directly from an estimate. 

 

In the event that your QuickBooks Payment is turned on and you have the new version of the estimate and isn't working, I recommend  creating the estimate on a private window. There are times that browser-related issues can cause unexpected concerns on the opened pages. I've added these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If it works, you can go back to a regular browser and clear its cache. A piled cache can also be the reason for some issues like this one.

 

To see further details about the process, you can refer to this article: Request and accept deposits on estimates in QuickBooks Online

 

In case you'd like to personalize the info in your estimates, you can always customize it in QuickBooks Online. To do the trick, check out this handy article: How to customize estimates in QBO?

 

Also, I'm attaching these great resources that can help guide you in your future task:

 

 

Get back here in the Community if you have more questions about managing your estimates in QBO. I'll be here to help you.

L
lbitents-gmail-cAuthor
April 18, 2022

Thank you for the quick response, AbegailS.  I tried clearing cache in a new window without luck.  When I click "New" > "Estimate" the form doesn't show "new" at the top left, which the instructions show would indicate I have the new version of estimates.  Is this feature specific to the new version?  If so, how do I get on the new version?  My bank accounts are linked and I've received payments via estimates and separate links in the past.  I'm very confused why the feature has suddenly disappeared.  Thanks again for your help. 

Tori B
Tori BQuickBooks Team
QuickBooks Team
April 18, 2022

Good afternoon, @lbitents-gmail-c. 

 

Thanks for taking the time to follow up with us. I hope your day is going great so far. 

 

At this time, there's no way to switch to the new version of the estimate that's been rolled out. However, if you'd like to try it out, you can use the link I've included below to access it. Please note that you can only use the new estimate template from this link and it will not make a change to your QuickBooks Online account. 

 

Here' the link:

 

 

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

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