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justcallbenmail
Level 3

Did you get the "One or more line items do not have a progress type" error? Here's the REAL SOLUTION.

Here's the REAL SOLUTION

 

This is another of Intuit's famous changes to the system that they regularly do without consulting or informing the users (who pay a very dear price for this platform).

 

Once the estimate has changed the status to "Converted", the "Update Status" choice in the "Actions" drop down box is gone. 

 

You must Edit the estimate (from the "Actions" column) and click on the "Manage" gear icon.  Then your first drop down box (it will say "Converted") will allow you to change the status to "Accepted".  Save the estimate (you don't need to send it again).  Close the estimate. Now the "Actions" column will contain "Convert to invoice" link. Click on that and create your invoice as normal.

 

Thanks Intuit for another feature we didn't need or ask for.

1 Comment 1
Maybelle_S
QuickBooks Team

Did you get the "One or more line items do not have a progress type" error? Here's the REAL SOLUTION.

Your thoughts about this feature are greatly appreciated, Ben. We also want to thank you for sharing your solution about the progress type error.

 

QuickBooks Online (QBO) regularly updates with new features designed to improve user productivity and business efficiency. Although the latest QuickBooks functionalities may appear unfamiliar, you can utilize the articles below to guide you to become more acquainted.

 

 

Meanwhile, I suggest checking out these resources to stay updated about QuickBooks Online's latest features and product improvements you can utilize while working on your books.

 

 

Additionally, QBO offers various sales reports to help you monitor and track sales accurately.

 

You can always get back to this thread if you have additional questions about estimates and product updates in QuickBooks. My team and I are ready to help you out.

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