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Phoenix Custom Auto Designs
Level 2

Expiration Date on Estimate

Does anyone know if you can set up a default expiry date for an estimate (example: 30 days), similar to payment terms on an invoice, instead of manually entering each time?
Solved
Best answer August 09, 2019

Best Answers
AddieC
QuickBooks Team

Expiration Date on Estimate

Hi there, 

 

Setting an expiry date on an estimate is an important step in ensuring your customers have accepted your terms in a timely manner. I'd be happy to shed some light on how this tool works in QuickBooks Online.

 

At this time, the option to set a default expiry date for an estimate isn't available in QuickBooks Online. Each time you create an estimate, you'll have to manually enter the desired expiry date. I think what you've suggested is a great idea, and I'd be happy to submit your feedback to my team. We're always looking for new ways to improve our product and make it more efficient. Our product developers love hearing user suggestions!

 

I hope this helps clear things up for you in the meantime. If you have any other questions, please don't hesitate to reach out in the comments down below. 

 

Have a great day!

View solution in original post

18 Comments
AddieC
QuickBooks Team

Expiration Date on Estimate

Hi there, 

 

Setting an expiry date on an estimate is an important step in ensuring your customers have accepted your terms in a timely manner. I'd be happy to shed some light on how this tool works in QuickBooks Online.

 

At this time, the option to set a default expiry date for an estimate isn't available in QuickBooks Online. Each time you create an estimate, you'll have to manually enter the desired expiry date. I think what you've suggested is a great idea, and I'd be happy to submit your feedback to my team. We're always looking for new ways to improve our product and make it more efficient. Our product developers love hearing user suggestions!

 

I hope this helps clear things up for you in the meantime. If you have any other questions, please don't hesitate to reach out in the comments down below. 

 

Have a great day!

View solution in original post

lancermedia
Level 1

Expiration Date on Estimate

Thanks for your answer. Quite helpful. I'd like to piggyback your answer with a follow-up question.

 

I have a client who is using QuickBooks. He would like to offer a quick quote service whereby a customer who needs an item powder coated (i.e., patio table) completes a form on my client’s site. Customer will include contact/product details, upload an image of the item, and choose a color.

 

Once submitted, the form details are sent to client who reviews and prices the order. Client would enter customer details into QB and then manually create an invoice offering a discounted price if the customer completes the order in, say, 5 days. The invoice would be for 25% of the discounted price. Given your answer to "Phoenix Custom," it appears that this is possible.

 

Two questions

In short, my client wants to expire the invoice after 5 days.

 

  1. However, he would like to configure QB to resend the invoice to the customer a few times within the 5 day timeframe urging the customer to take advantage of the discount (assuming customer has not yet purchased). Can this be done automatically?

 

  1. In addition, if the customer doesn’t act within the 5 day timeframe, he would like QB to automatically cancel the invoice and then automatically generate a new once with a greater retail price. Can this be done automatically?

 

Thanks for your help!

LauraAB
QuickBooks Team

Expiration Date on Estimate

Hello lancermedia,

 

Great follow-up questions! I can certainly see how these would be useful to you based on your business structure and what you'd like to offer your customers.

 

In this case, the automation you're seeking isn't available in the program at this time. While you can send reminders, void or delete transactions as needed, and create new transactions, these are each things that would need to be done manually. Here are a few articles to explain these features.

Let me know if you have further questions about that. I invite you as well to leave feedback about this through the option in the Gear icon. We love hearing from our customers the ways that we can evolve QuickBooks to meet business needs. :)

 

Have a great weekend!

lancermedia
Level 1

Expiration Date on Estimate

Laura, thank you for your thoughtful response and for being so quick.

US Door guys
Level 2

Expiration Date on Estimate

Any movement on this. I sometimes miss setting the date further out and a estimate expires before it’s been accepted. Large companies are slow to accept quotes. 

Fiat Lux - ASIA
Level 15

Expiration Date on Estimate

@US Door guys 

Explore this app to get more features in quote/proposal and integrate it with your QBO.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

PaulMP
Level 2

Expiration Date on Estimate

Feedback sent to developers over a year ago and still not a feature, surprise, surprise :(

 

Customers are still waiting......

AddieC
QuickBooks Team

Expiration Date on Estimate

Hi PaulMP. Thanks for following up on this thread. I know how much this feature would help your business, and it's our goal to meet the needs of as many users as possible. I'd suggest submitting feedback again to let our team know you're still looking for this capability.

 

Cheers!

PaulMP
Level 2

Expiration Date on Estimate

Feedback is pointless if nothing is going to be done about it. Threads going back more than a year and still here we are, nothing done, or on consensus of forum, every likely to be. The powers that be surely can't be reading any of the feedback. Never would have set up Quickbooks Online if we'd had the slightest incline how inferior it is, but we were forced to when desktop payroll got binned. Accountancy package without payroll....where's the thinking behind that? And yet even that is better than Online. Near every problem solution or feature omission raised on the forums seems to be a work around, or bodge. So many times the package drops the ball. What happened to all that historical learning, analysis and development gained through the decades of Quickbooks Desktop? Still, as long as we keep paying subscriptions.........

AddieC
QuickBooks Team

Expiration Date on Estimate

I hear what you're saying, PaulMP. Allow me to clarify a few of your points so that you can better understand why this feature may not have been implemented. 

 

The first important note is that when you submit feedback through the Gear icon > Feedback tool, these messages are sent straight to the engineers. The product development team reads through these messages on a daily basis, analyzing which features are most highly requested. 

The features that are most widely sought after are often considered for future updates. We saw this with features like Projects, for example. While many suggested tools make their way into the program, it's not possible for every suggested feature to be implemented.

 

I realize that the Online version of QuickBooks isn't quite the same as QuickBooks Desktop. The two have many differences, and should be considered two separate products entirely. I know Payroll is another important aspect of your bookkeeping, which is why it wasn't removed from Desktop all together, but rather offered as a separate add-on subscription.

 

I know it can be challenging when certain features are more specifically needed by your business, and that's where Apps can become very useful. There's a vast array of third-party apps that can be synced with QBO that can expand the program's capabilities. You can see a complete list of them here: QuickBooks Apps.

 

I hope this helps shed more light on things. I'm hopeful that new updates to QBO will include tons of awesome features that can help you and your business. 


Take care.

UserfromMY
Level 1

Expiration Date on Estimate

Any update on this thread. Would love to see the feature available soon!

Nick K
QuickBooks Team

Expiration Date on Estimate

Hi UserfromMY,

 

Letting us know what features you would like included in QuickBooks Online is something we love to hear as it helps us grow the program to better suit your needs. I can go over any news on this expiration date feature.

 

Having the ability to set up a default expiration date is a great idea but at this time this feature isn't available in QuickBooks Online. If this is a feature you wish to have included I suggest sending feedback to our developers by following these steps:

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Have a great one!

handytom
Level 1

Expiration Date on Estimate

Has this been added to the software yet as this is something a lot of us need.

Alex M
QuickBooks Team

Expiration Date on Estimate

Hi there handytom,

 

I appreciate you sending us your feedback about this feature you'd like to see in QuickBooks Online. Currently, there is no option to put an expiry date on an estimate made in QuickBooks Online. I recommend you submit feedback in the system by using the steps provided by my colleague Nick in the last comment in the thread. Comments made in that section are considered when the developers create new features for future updates of QuickBooks Online.

 

Have a great day.

Fiat Lux - ASIA
Level 15

Expiration Date on Estimate

@handytom 

Consider having an additional app as a workaround.

Phoenix Custom Auto Designs
Level 2

Expiration Date on Estimate

Hi there...I keep submitting feedback for these suggestions, but the problem with the feedback route is, there is no follow-up and no tracking, we don't even know if anyone has read it.  All we receive is an automated message saying thanks for the feedback.  There needs to be some kind of process for follow up of suggestions so we know someone is actually reviewing these, even if it is a message stating the idea has been reviewed but is not feasible at this time.

Tammy_H
QuickBooks Team

Expiration Date on Estimate

Hi Phoenix Custom Auto Designs,

 

I can see why you'd like to see a follow-up process when you submit feedback. I assure you that all of the suggestions are reviewed. Your input is an important part of the evolution of the QuickBooks products.

 

The product development team's resources are focused on making the best product possible. Suppose a team member is designated to respond to all of the feedback sent in; this would take resources away from the product growth.

 

You can check and see what features are being released at What’s new in QuickBooks.

 

If you have any questions, please reach out. Take care.

KS Sparky
Level 1

Expiration Date on Estimate

I agree with Paul - and the inability for simple customization on invoices and estimates is very frustrating, and adding additional cost of 'Apps' is simply not an acceptable option for small business owners. 

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