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Best answer March 22, 2021
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I've got just the answers you're looking for regarding estimates in QuickBooks Desktop, @RachelRubin1.
In QBDT, you can create multiple sales orders from an estimate. To indicate the estimate as closed, you'll want to mark it as inactive. Doing this helps avoid duplicate sales orders in the future.
- Go to the Customers menu and select Customer Center.
- Select the customer's name that has open estimates.
- From the Transactions list, look for and open the estimate.
- Click the Mark as Inactive button.
By following the instructions above, you can ensure that there will be no duplicate Sales Orders in your QBDT company file.
Additionally, you can track all your estimates that your company has for all your customers by utilizing the Estimates by Customer report:
- Select Reports from the top menu bar.
- Choose Report Center.
- Enter Estimates by Customer.
- Click the Run icon.
- Set the appropriate reporting date in the date picker.
I've also got these helpful articles for future reference:
- Create an estimate in QuickBooks Desktop
- Get started with customer transaction workflows in QuickBooks Desktop
I'll be right here if you have any other questions or concerns about estimates. Have a great day!
I've got just the answers you're looking for regarding estimates in QuickBooks Desktop, @RachelRubin1.
In QBDT, you can create multiple sales orders from an estimate. To indicate the estimate as closed, you'll want to mark it as inactive. Doing this helps avoid duplicate sales orders in the future.
- Go to the Customers menu and select Customer Center.
- Select the customer's name that has open estimates.
- From the Transactions list, look for and open the estimate.
- Click the Mark as Inactive button.
By following the instructions above, you can ensure that there will be no duplicate Sales Orders in your QBDT company file.
Additionally, you can track all your estimates that your company has for all your customers by utilizing the Estimates by Customer report:
- Select Reports from the top menu bar.
- Choose Report Center.
- Enter Estimates by Customer.
- Click the Run icon.
- Set the appropriate reporting date in the date picker.
I've also got these helpful articles for future reference:
- Create an estimate in QuickBooks Desktop
- Get started with customer transaction workflows in QuickBooks Desktop
I'll be right here if you have any other questions or concerns about estimates. Have a great day!
