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info2230
Level 1

Can you close open estimates in a batch instead of one by one?

I have multiple estimates that are old and in pending status I am hoping there is a way to close them all at once and one by one is taking forever

1 Comment 1
JoesemM
Moderator

Can you close open estimates in a batch instead of one by one?

Yes, you can batch delete open estimates in your QuickBooks account, info2230.

 

Here's how:

 

  1. Go to the Sales & Get Paid menu and choose Sales transactions.
  2. Choose Estimate as the transaction type.
  3. In the Statuses dropdown, choose Pending or other status.
  4. Place a checkmark in the box next to the Date column.
    image.png
  5. Click the drop-down menu under Batch action
  6. Select Delete
    image (1).png
  7. Click Delete to the prompt message.

 image (2).png

Please note that you can delete transactions in bulk, including invoices and sales receipts. But, other types of transactions cannot be deleted in batches.

 

If you have any concerns, please let me know. I'm always here to help.

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