Deactivate Multiple Estimates at Once

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:

• Batch delete or void transactions
• Enter transactions by batch

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.

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.

I didn't say that I wanted to delete anything.  I asked if there was a way to make multiple estimates NOT ACTIVE (deactivate) them all at once, instead of going into each individual estimate, marking it as NOT ACTIVE, saving and closing.  Is there a way to do this to multiple estimates?  Thank you.

Okay, thank you for your help.

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

This answer is Not Solved! It is untrue. 

You can batch mark estimates inactive using Income Tracker. Click on Unbilled Estimates and then you will see under batch actions - mark as inactive.

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

I tried this way and it is not an option. 

Thank you!

In case you are still looking for a solution to make multiple estimates inactive at once, I have a solution in QB Enterprise.  I did the following:

Choose "Customers"

Choose "Income Tracker"

Choose "Unbilled Estimates" tab in the far left upper corner

Mark the estimates to be made inactive

Choose "Batch Actions" Drop Down Menu

Choose "Mark as Inactive"

I discovered that estimates that were dated prior to the closing date I had set in the company file were not eligible for batch options.  

Hope this helps!

You're a rockstar - thank you for showing me this!!!!!!!!!!!!!!!!

Worthless feature as you can not sort by date in this menu.  So you have to make all estimates inactive at once or pick through the list of open ones to uncheck which you can not sort by date generated.  

Hi there, QikFixc.

Welcome to the QuickBooks Community. This isn't the kind of impression that I'd like you to have. I know how precious time is for you, and I recognize the importance of having the option to make all estimates inactive at once or sort the entries by date generated. Please know that QuickBooks Desktop is constantly changing and evolving based largely on the requests of users. With that, I'll ensure you can send feedback so our product developers can consider adding the feature in the next updates.

For now, the possibility to mark the estimates inactive can only be done individually. Then, you'll have to manually click the date drop-down arrow so you'll be able to select a specific date. With this, I encourage you to submit feedback. These requests and suggestions are forwarded to the Product Development Team for consideration in future updates. To start with, you'll have to go to the Help icon and choose Send Feedback Online.

Lastly, you may refer to this article to view various ways how you can track customer entries that help you organize your cash flow, and track sales, receivables, and profitability more accurately: Get started with customer transaction workflows in QuickBooks Desktop.

I'll be around to help if you have any other questions about this concern, QikFixc. Just let me know by leaving a comment below. Have a nice day ahead.

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

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.

https://quickbooksrepair.com/estimate-tool/

Works great, saved a bunch of time

https://quickbooksrepair.com/estimate-tool/

Worked great, saved a lot of time

I'm confused, you're saying it can only be done individually but one of the comments here gives instructions on batch inactivating and it works. Please clarify.

That user's instruction is copied below:

In case you are still looking for a solution to make multiple estimates inactive at once, I have a solution in QB Enterprise.  I did the following:

Choose "Customers"

Choose "Income Tracker"

Choose "Unbilled Estimates" tab in the far left upper corner

Mark the estimates to be made inactive

Choose "Batch Actions" Drop Down Menu

Choose "Mark as Inactive"

This has been going on for years. QuickBooks clients are frustrated with features that should have been fixed long ago. In order to deactivate an Estimate, I have to click on 5 little screens for each estimate to deactivate it. Multiply that by hundreds each year and it's too big of a time suck to tackle. Rather than Intuit engineers fixing it, they leave it to their customers to continue to wrestle through the headache. Once a company's product is the industry standard, they don't have to bother with silly issues like this, but they will take the time to issue a friendly "we'd love to hear your thoughts" post even though they know nothing is going to be done to fix it. It would be better not to respond than to respond with something that is demonstrably false.

The option to mark as inactive does not appear in the Batch Actions in QB Desktop Pro Plus 2022. 

It does require fewer steps to do it in Income Tracker, so that was a great tip. But it still does not mark them as inactive in a batch - it will only do it individually. Also, you cannot enter a custom date range on the dates. So if you want to go back farther than the last fiscal year, you have to use "All" under the date selection option. 

This procedure worked perfectly in QBES v23. Thanks so much!!

Thank You!!!

I still have to do this one at a time. I can't see why that can't make this easier.