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Level 1

Hi, I am trying to "reject" old estimates, because they are dated 2019, and the year is closed out, I can not change the status. Any one have any suggestions?

I am trying to get these estimates off my "Estimates By Customer" report. We use this report often and of course because there are estimates in there that will never turn into an invoice, the report is not correct. Any help is appreciated.Thanks
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QuickBooks Team

Hi, I am trying to "reject" old estimates, because they are dated 2019, and the year is closed out, I can not change the status. Any one have any suggestions?

I'm here to help you with your estimates, luann4369.

 

Estimates are non-posting transactions that allow you to send information to a customer to give an idea of what the product or service will cost them. From an estimate, you can create an invoice, and you can change the status of the estimate to show it's been accepted, rejected, or closed. Here's how to change it to rejected.

 

  1. Click Sales on the left menu.
  2. Choose Customers.
  3. Click the customer in question.
  4. Find the estimate.
  5. Click the down arrow in the Action column.
  6. Choose Update status.
  7. Select Rejected from the drop-down.
  8. Click OK to save.

You can also change by opening the estimate itself and changing the status drop-down under the customer's name.

 

For reference, you can run reports in QuickBooks Online to get the information that you need.

 

Don't hesitate to keep in touch if you have questions about estimates. I'm always here to help you any time of the day.

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