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PLX18
August 20, 2020
Solved

Deactivate Multiple Estimates at Once

  • August 20, 2020
  • 4 replies
  • 4 views

Hello.  Is there a way to deactivate multiple estimates at once?  I want to deactivate a date range of estimates, but it's so time consuming and tedious to go into each individual estimate to mark as Inactive and then Save and Close.  A majority of the time a million other boxes pop up when I try to Save and Close, such as it's over 90-days, are you sure you want to do this, spellecheck galore, do you want to resend and so on and so forth!  With technology nowadays, you'd think there was a quicker way to get this done!!  There are over 100 estimates that I need to mark as Not Active and doing it one by one by one by one seems so archaic!  Thank you!

    Best answer by Rejeil_O

    Hi there, @PLX18.

     

    I know how important it is to have this kind of feature in QuickBooks. Currently, the option to mark the estimates inactive can only be done individually.

     

    To see the complete lists of Account Receivable workflows and other customer-related transactions, you can read this article: Get started with customer transaction workflows in QuickBooks Desktop.

     

    To stay up to date on all future updates for QuickBooks, feel free to check out our QuickBooks Blog.

     

    Please know that I'm always around here in the Community to help. Keep safe, and have a great day.

    4 replies

    IamjuViel
    IamjuViel
    Level 8
    August 20, 2020

    Hello, @PLX18.

     

    Currently, the batch delete transaction feature is only available for invoices, bills, and checks. You'd have to delete each estimates one-at-a-time.

     

    Here's how:

    1. Go to the Customers menu.
    2. Select the Customer Center.
    3. Choose the Transactions tab.
    4. Pick Estimates.
    5. Double-click on the estimates you want to delete.
    6. Click the Delete option on the upper left.
    7. Select Save & Close once done.

     

    On the other hand, I've added these articles to help you maximize the batch action feature of QuickBooks:

    Feel free to leave a comment below if you have other questions about managing your sales-related transactions. The Community and I are always here to help.

    P
    PLX18Author
    August 21, 2020

    I didn't state that I wanted to delete anything.  I asked how to DEACTIVATE (make NOT ACTIVE) multiple estimates at once, instead of going to into each estimate and marking it as NOT ACTIVE and then saving it.  Is there a way to make multiple estimates NOT ACTIVE at once?  Thank you.

      P
      pcadmin2001
      October 22, 2020

      You can do this using Income Tracker. Use the Batch Actions when viewing the unbilled estimates.

        M
        Mermama
        December 4, 2020

        Solved NOT!!!!!!!! I feel your pain. It's RIDICULOUS!!!!!!!!!!!!!!!!!!!

          K
          Kathy1965
          July 18, 2022

          It is sad that it is over 2 yrs from the original question that this has not been fixed yet.

            W
            Wyoming Dave
            August 15, 2022

            Intuit does not have any technical support. None. They rely on users helping other users. I was once a very advanced user of a different product and could answer all of that company's customer questions through an online support portal like this one. When I realized that the company was depending on me to do that and not contributing to the cause themselves, I abandoned a whole lot of their customers. I ended up abandoning all of that company's products for anything that I designed. It was Texas Instruments.

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