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lakeannalinens
Level 1

Can I batch change multiple estimates from pending to accepted status?

 
8 Comments 8
Nick_M
QuickBooks Team

Can I batch change multiple estimates from pending to accepted status?

Hey there, lakeannalinens. 

 

Thank you for dropping by the Community this afternoon. Unfortunately there's no way to batch all your estimates together and change their status' at the same time. You'l; have to do it individually, if you need guidance on that process, I'm happy to help:

  1. Go to Reports.
  2. In the search box, enter Estimates by Customer.
  3. Select your date range and select Run Report. (Note: To further customize the report, select Customize.)

While this isn't currently a feature within QuickBooks I think it could be beneficial, so I'm going to submit this idea to our product development team to see if they can implement it in a future update. Keep track of our QuickBooks Blog, that's where all the information is posted about new releases and updates. 

 

Thank you for your time and have a nice evening. 

 

Fiat Lux - ASIA
Level 15

Can I batch change multiple estimates from pending to accepted status?

@lakeannalinens 

You need a 3rd party app to do so.

Imoverthis
Level 1

Can I batch change multiple estimates from pending to accepted status?

Is there any update on this? It's been a year.

We have a few hundred estimates that need to be marked closed

Maybelle_S
QuickBooks Team

Can I batch change multiple estimates from pending to accepted status?

Hello there, @Imoverthis.

 

Currently, we're unable to batch multiple estimates to change the status in QuickBooks Online (QBO).

 

In the meantime, you can consider looking for a third-party application that has the feature you need for your business. You can visit our QuickBooks App Store and look for an app that integrates with QBO. You can also go to the Apps menu in your QBO account and look for an app from there.

 

I've also added this link about customizing estimates in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm just here right in the corner if you need further help. Take care always.

alamb1123
Level 1

Can I batch change multiple estimates from pending to accepted status?

Did you ever find an app or any other solution to bulk change estimate statuses? It sounds like we have similar situations and it sure would be a slow process to change each estimate individually.   

KNZ
Level 1

Can I batch change multiple estimates from pending to accepted status?

It's been a while, this is needed, surely it's not far off for a basic feature.

RCV
QuickBooks Team
QuickBooks Team

Can I batch change multiple estimates from pending to accepted status?

Providing the best experience with the product is what we aim for, KNZ.

 

I know how beneficial it is to your business to batch multiple estimates to change the status in QuickBooks Online (QBO). However, this option is unavailable in the program. With this said, I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how: 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

You'll want to check for a third-party application that can help you with this one. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:

  1. Go to Apps on the left side menu.
  2. Search for the app in the Find apps to streamline your work field. 
  3. Look for the app that supports the Batch Invoicing feature.

 

Any questions about integrating the app into your Online account are best handled by the third-party app provider. For more tips and other resources, you may visit our page in managing your business in QuickBooks: QBO Self-help articles.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

Fiat Lux - ASIA
Level 15

Can I batch change multiple estimates from pending to accepted status?

@alamb1123 

Export your data out to XLS with with exporter tool, modify the data, and reimport back with the importer tool.

https://transactionpro.grsm.io/qbo

 

You will get a template like this one to modify

RefNumberCustomerTxnDateExpirationDateStatusAcceptedByAcceptedDateSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailToBePrintedToBeEmailedCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    Leather CaseLeather Case210  TAX
101Janice Johnson01/10/202031/12/2020Pending  Net 30  110 Main StreetSuite 2000  DallasTX99875         Special HandlingThank you for your order![email address removed]NY     0.02    Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          HandheldsPortable Game Player1100  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Software1 Year Warranty125  TAX
102Leonard Walker Inc01/10/202031/12/2020Pending  Net 30  9 Winding Road   WinchesterNY12345          Thank you for your order![email address removed]YN          Extended Warranty1 Year Extended Warranty15  TAX
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Gift Certificate$50 Gift Certificate150  NON
103Lisa Smith01/10/202031/12/2020AcceptedLisa10/10/2020Net 30  19 Jerico Drive   BensalemPA84256          We appreciate your business![email address removed]NY          Magazine SubscriptionAnnual Magazine Subscription212  NON

 

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