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stacybr
July 8, 2024
Question

estimate approval

  • July 8, 2024
  • 2 replies
  • 6 views

Since the last update, we know have customers that are being able to accept an estimate through quickbooks. We want to turn that option off as we don't get notified that a customer has approved.

2 replies

Morgan_B
Morgan_BQuickBooks Team
QuickBooks Team
July 8, 2024

Welcome to the Community, stacybr.

 

Thanks for posting your question. I'm happy to show you how to turn off the option for your customers to accept estimates through QuickBooks Online.

 

This can be done in just a few steps. Here's how:

 

1. Go to the Sales tab and select Estimates.
2. Click Create Estimate.
3. Select the Manage button.
4. Click the Customization dropdown, then turn off the Estimate Status.
5. Select Review and Send.

 

Here's how this will look in your account:

 

The following article provides additional info about creating and sending estimates in QuickBooks Online.

 

Please feel free to drop a comment below if you have any other questions. I'll be here to lend a hand.

T
Trust Bookkeeping
December 11, 2024

I want to turn off the option for customers to accept estimates because my company requires a 50% deposit when approving a job. The customer gets confused because he accepts the Estimate but hasn't received the deposit, so the job can't get into production. 

 

When I tried to follow the answer on the message to turn off the option under manage, Customization, Estimate status, I see I do not have this option, I only have the following options under customization 

Ship to
Service date
Product/service
SKU
A
Anonymous
December 11, 2024

Welcome to the community, @Trust Bookkeeping.

 

I appreciate your following the instructions provided by my colleague above. I'm here to assist you further in turning off the feature that allows your customers to accept estimates in QuickBooks Online.

 

Here are the steps to display the Estimate Status:

  1. Click the Sales tab, then select Estimates.
  2. Go to Create Estimate.
  3. There is a gear icon for Manage, select it.
  4. Click Design and choose Modern.

     

  5. In the Customization menu select the dropdown. It will show the option for Estimate Status and turn it off.
  6. Click Review and send.

 

For future reference, if your customer agrees to the estimate you can convert an estimate into an invoice in QuickBooks Online.

 

Please feel free to leave your reply below if you have any concerns about the estimate. The Community is on standby, ready to provide support and guidance.

C
Cinnamon3204
New Member
June 26, 2026

this does NOT fix the problem,  I just followed the above.  and sent an estimate to myself,  the customer is still given the ability to accept the estimate through your portal/ email. the notification that is given to us as the business owners/ managers does not work for the day to day flow.  there needs to be an option to turn off this setting off for the customers. we want to mark the estimate approved manually in the back of house once we have received a signed contract.  jobs have been missed in the line from the customer hitting         ”accept” when they get the email. 

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