In the All Sales screen, if you filter under "Type" for "Estimates", there is then an option under "Status" to filter for "Expired" , but I cant find how to mark an Estimate as "expired", which would be really useful. Any ideas? Thanks
Let me elaborate to you some details on what this option means, ELM tree.
If you're referring to the options found under the Filter drop-down and specifically on the Date field highlighted in yellow. The fields aren't for expired transactions. Rather, these are for transactions that were created for a specific period of time. I've attached a screenshot below for your visual guide:
Apart from this, if you filter estimates from 7/05/2020 (as shown above) until 9/01/2020 ( shown in blank), this will simply show all the estimates created within this date range. Furthermore, learn how to run reports and customise them to get the information you need: Customise Reports In QuickBooks Online.
Reach out to us if you have any questions about how your transactions show. We'll be here to help.