New (and not improved) Estimates completely tied to Invoices now?

I appreciate you for taking the time to share your concerns here in the Community, OfficeManager_JTE. I'm here to address them for you.

I know that adjustments are necessary in getting used to a new invoice and estimate experience. Rest assured, we're here to help you transition from the old layout into the new one. 

Additionally, we've received reports on users' customers receiving estimates with a Review and Pay button when using a customized estimate template. Our product engineers are currently gathering more information regarding this issue. I recommend contacting our support team so they can add you to the affected users list.

1. Go to the Help menu and select the Search tab.
2. Then, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

Moreover, we understand that you may have some feedback on the article, and we appreciate any suggestions you may have.  Thus, I suggest sending feedback about the article.

Here's how to do it:

1. Scroll down to the end of the article until you see the Was this helpful? prompt.
2. Click No.
3. Choose any of the options.

In the meantime, you can access your estimates on the Estimates tab on the Sales page.

Furthermore, I appreciate the time and effort you exerted in troubleshooting the issues you're experiencing with hidden estimate statuses, the inability to turn off unused custom fields, the Edit default settings link not redirecting you to the right page, and the Add a design option not allowing you to see the final product. Since the issues persist, I recommend reaching out to our support team. They can review your account in a secure environment and investigate the root cause of these matters. You can use the steps I've listed above to do so. You can also check our support hours here.

I'll leave this article for the commonly asked questions regarding invoices and estimates: QuickBooks Invoices and Estimates FAQs.

Additionally, I've included a guide on generating reports to get a comprehensive summary of your invoices and other transactions: Run reports.

Should you have any other concerns about the new experience or anything else QuickBooks-related, please feel free to reach out, OfficeManager_JTE. We'll be right here for you.

Here's another thing that I wonder....  What happened to a status of "closed"?  In the new setup, under the Manage menu, there is no closed. Closest thing is converted, but that used to - and still does to me - mean that an estimate was turned into an invoice.   We used Closed for a specific reason - that isn't related to invoicing.  Now my reports that pulled on that difference are worthless from this point forward.

And the status options on that screen are different than the ones available in the Update Status from the transaction list....    Shouldn't the statuses that are available in QBs be the same everywhere that you can access the status?    One caveat of OOP is making sure that the common features are exactly that - COMMON.  A beauty of relational databases is not repeating tables when one will suffice....

And the "Review & Pay" button has brought another wonderful (not) thing to our system.  When the clients use that button to approve, rather than responding to the email as they used to, I get an email from Intuit which doesn't attach to the client's email....  no such thing as filing approvals by client name anymore....

It's honestly like I am having to learn a brand new software at the same time as I am adjusting our business practices.....