Deleting Estimates in a Closed Period

Hi there, @emyers1013.

Thanks for posting your concern to the Community page.

The estimate helps keep track of the sales price you have quoted. But it doesn’t mean it will affect your financial statements. An estimate is considered a non-posting transaction. This means when you record an estimate, you are not yet recording revenue.

It will only take effect the moment you convert it to the invoice. So we can expect sales from it already.

You can check this article about managing estimates in QuickBooks Online for additional information: Set up and use estimates.

Let me share this link that will give you an idea about customizing the information on your forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Visit us again if you have other clarifications. I’m always here to help. Take care.

This provides an answer to why it's not critical to delete, but what if the customer still wants to? How does a user delete an estimate in a closed period?

Thank you for joining this thread, Tezz3404.

Yes, you can still delete an estimate if you haven't set a password for your closed books. Otherwise, if your accountant creates a password when closing the books, you'll need to contact your accountant to get the password so you can make changes to your books.

If you need more information about closed books, feel free to see this article: Close your books in QuickBooks Online.

Also, I can see you've made a duplicate post regarding this issue, and my colleague also explained and added some details about deleting an estimate during a closed period. You can use this link to review your other post: https://quickbooks.intuit.com/learn-support/en-us/other-questions/need-to-edit-or-delete-an-estimate...

Let us know in the comments if you still need help with anything. We'll be here to assist you. Take care!