Estimates - Close once flipped to Sales Order?

Thanks for joining the Community forum, Liza. I have here information and guidelines that could help you handle your estimates and sales orders in QuickBooks Desktop.

First off, please know that QBDT does not have a built-in feature to automatically close estimates (quotes) when they are converted to sales orders or invoices. Thus, you need to manually close it once fully billed by making it inactive. 

Should you want to track your outstanding estimates, you can run the Estimates by Customer report. Moving forward, I'd suggest creating a sales order from the estimate itself.

Additionally, while the ability to automatically close an estimate is unavailable, I think that it's a great idea to help our users like you experience the best of our services. With this, let's send this suggestion to our Product Developers so this can be considered in future updates. Here's how:

1. Open QuickBooks.
2. Go to the Help menu.
3. Select Send Feedback Online.

I'm adding this article you can use should you need to personalize the appearance of your form templates: Use and customize form templates.

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

Thank you James! As a follow up question, you mentioned closing the quote after being converted and through the process. We create quotes, then convert to sales orders then convert to invoices. Would there be a system issue if we closed the quote as soon as we converted it to a sales order (the step before the invoice in our case)  or would it close our entire order chain by closing it that early (before finally invoicing)? Thanks again!

Hello there, LizaSFO.

Allow me to chime in and share some information to completely address your concerns about estimates, sales orders, and invoices in QuickBooks Online.

In QuickBooks, the quote, sales order, and invoice workflow is designed to help you track and manage your sales process effectively. Closing a quote after converting it to a sales order should have no impact on the rest of the workflow or your ability to create an invoice for the sales order. You will still have access to the sales order in QuickBooks and can generate an invoice once you're ready.

I've also added this article to learn more about the different customer transaction workflows: Get started with customer transaction workflows in QuickBooks Desktop.

If you have any further questions or need more specific guidance on using QuickBooks Desktop for your quote-to-invoice workflow, please let me know.

Any updates on the ability to automatically close an estimate when it gets converted into a sales order?

Seems like it would work the same as a sales order showing ( Invoiced In Full ) when it gets invoiced.

Would help and save a lot of time calculating estimate (quote) to close ratio.  Please consider.

I can share some information regarding estimates, jmac8.

In QuickBooks Desktop (QBDT), closing the estimate once it converts to a sales order is currently unavailable. With this, I recommend sending your feedback to our development team so they can consider reviewing your suggestion and add it to their future update.

Here's how:

1. Go to Help, then choose Send Feedback Online.
2. Choose the Product Suggestion, Bug Report, or Help System Suggestion.
3. In the QuickBooks Feedback dialog box, you can change your Type of Feedback by clicking its dropdown.
4. (Optional) From the Product Area dropdown, choose according to your preferences.
5. You can enter your insights within the Here is my suggestion field.
6. (Optional) From the My name is field, you can enter your name.
7. (Optional) From the My e-mail address field, you can enter your e-mail address.
8. After reviewing everything, you can click Send Feedback.

Additionally, you can create, access, and modify memorized reports if you want the same settings of the customized report to be available for future use.

We're still here to help if you have additional questions regarding estimates, jmac8. Please let us know so we can further assist you.

I've been begging for this feature for years now. This would be so helpful for my sales team and also to prevent duplicate order. Really wish QB would actually listen to their customers!!!