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Right now, if we mark an estimate as "rejected" it still shows up in the big blue bar at the top of the customers page. We have to mark it as "closed" to get the value to actually reflect the fact that that estimate is definitely not going to be used. Is this intended behavior? If so, what's the point of marking it as rejected as opposed to closed?
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:
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:
You can read the following articles below to learn more about estimates and how to turn them into invoices:
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:
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.
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