Question

How do you close a old estimate?

Forum|Forum|6 years ago
September 19, 2019
14 replies
25 views

Client did not proceed with estimate and estimate is a year old so how do you close it?

QuickBooks Online

Level 8

Hello ambermillwork,

Welcome to the QuickBooks Online community! It's great to have you here with us. I'll go over how to close the old estimate in your books.

Estimates are non-posting transactions that allow you to send information to a customer to give them an idea of what the product or service will cost them. From an estimate, you can create an invoice, and you can change the status of the estimate to show it's been accepted, rejected, or closed. Here's how to change it to closed.

Hover over the Sales menu on the left.
Choose Customers.
Click the customer in question.
Find the estimate.
Click the down arrow in the Action column.
Choose Update status.
Choose Closed from the drop-down.
Click OK to save.

This can also be changed by opening the estimate up and changing the status drop-down under the customer's name. It's pretty easy once you know how to do it! For your reference, here is our article about estimates: Set up and use estimates

Let me know if you have more questions. I'm here to help!

D

Diane18

I am using Premier Professional Services Edition 2019 R8P. I don't have an Action column or a down arrow to update status. How would I close old estimates?

H

Henock K

QuickBooks Team

It appears that a recent update to QuickBooks Online has removed the "closed" status from the available choices. Now when I click Update Status, the only choices to select from are: Pending, Accepted, and Declined. How do I manually close an estimate? Thank you.

Hi matma92ser,

Thanks for joining this thread. QuickBooks Online is a great program that gives you the ability to create estimates to keep track of your books. I'd be glad to help.

This type of issue can be caused by browser cache and cookies as they can prevent the system from functioning effectively. I encourage you to refer to the following steps to complete some browser troubleshooting.

Clear browser cache.
Try in a private browser window.
Use another browser type.
Make sure you're using supported browsers.
Turn off any ad and popup blockers temporarily.

If the steps provided above don't work, I recommend that you contact our customer support team. They'll be able to take a closer look at your account. Here are some options available to reach out to our team.

Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback.

Let me know if you have questions, I'll be happy to help.

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