I recognize your expertise, Daisuke, and I strive to help you create estimates in QuickBooks Online (QBO) smoothly.
The automated expiration date feature for Estimates is currently unavailable in QBO. You can manually input expiration dates using a custom field, the description, or terms section during estimate creation. For automation, explore third-party apps that integrate with QBO or investigate customization options. Also, consider submitting feedback to our software engineers for potential inclusion in future updates.
Here's how:
- You can go to the Gear icon.
- Under the Profile column, press the Feedback button.
- Write your product suggestion, then click Next.
Additionally, I've provided resources on using estimates, including guidelines on their usage, converting them into invoices, viewing estimate status, and managing payment-related tasks:
If you have any other questions about Estimate or other QBO-related inquiries, hit the Reply button below. I'm always available to assist you and will respond promptly.
