Estimates marked as "Rejected" still show up in the blue "Estimates" amount

Hello, EthanDale.

Yes, It works as designed. The status is important since it will let you know if an estimate may be use to create an invoice. An overview of the status is provided below:

• Pending: Estimate is created. No invoice has been produced and hasn't been acknowledged by the customer.
• Accepted: The customer approves the work.
• Closed: The estimate has been closed, thus an invoice cannot be generated from it. As soon as you invoice for everything listed on the estimate, this will take place automatically. If you haven't heard back from your customer, you can mark an invoice as closed rather than rejected.
• Rejected: The customer chose not to accept the estimate.

Since the estimate automatically closes when you invoice everything, there is a slight variation between closed and rejected. Although, you can always go in and manually change the status back to Accepted if you wish to use that estimate to create an invoice.

Here's how:

1. Go to that closed or rejected estimate.
2. Click the dropdown menu below the Action column.
3. Select Update status.
4. Choose your preferred status from the Status dropdown.
5. Once done, hit OK.

You can read the following articles below to learn more about estimates and how to turn them into invoices:

• Create and send estimates in QuickBooks Online
• Convert an estimate into an invoice in QuickBooks Online

In addition, you can track your estimate entries in QBO using reports. Check out this resource for tips about running reports: Run reports in QuickBooks Online.

I'm always here to help you if you have further questions about the different statuses of estimates. Have a great day.

So if I no longer want an estimate to show up in that sum at the top of the customer page because the customer rejected it, I should....not mark it as rejected? It has to be marked as closed?

Hi @EthanDale,

I appreciate you for getting back to us about the Estimate status. Let me chime in and share more information about this transaction type in QuickBooks Online.

Yes, you're right. I recommend you mark it as Closed if you no longer need to provide the customer another estimate with some adjustments to the products/services and the amounts.

There's a reason why rejected estimates show from the blue bar at the top of the customer's page. It serves as a reminder if you need to issue another one with some changes or close it.

I'll also get the same confusion as you if I'm unaware of the status descriptions. Please know our product engineers provide updates regularly to improve the features, including the options for estimates.

For now, I highly recommend sending feedback about how the features work for estimates directly to our engineers. We also make changes and adjustments based on user feedback.

Here's how:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback under Profile.
3. Share your feedback.
4. Hit Next to submit.

Also, If you have QuickBooks Payments and need to request a deposit on your estimate, it'll automatically convert to an invoice when your customer pays it. However, if you need to convert the transaction manually, I've included a link you can visit in QuickBooks (scroll down to Step 3): Create and send estimates in QuickBooks Online.

Keep in touch if you have more questions regarding estimates or other features. I'll keep an eye on this thread. Take care.