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.

I am trying to do the same, but I do not i=find an "Action" column.  I am using 2023 Desktop pro

I appreciate you joining the thread, @DawnP. Let me share an overview of how to update the status of your estimates in QuickBooks Desktop (QBDT).

The Action column is available for QuickBooks Online (QBO). In QBDT, you can only select either Mark As Active or Mark As Inactive.

If you'd like to reject an estimate in QBDT, tap on Mark As Inactive from the Estimate window. 

1. Open the transaction from the customer's transaction list.
2. Go to the Main menu.
3. Tap on Mark As Inactive.
   

After that, you may run your report to view all active and inactive estimates. Here's how:

1. Click on Reports at the top menu bar, then select Jobs, Time & Mileage.
2. Tap on Estimates by Job.
3. Filter the date, then review the details from there.
   

You can read this post for further details when running your reports in our system: Understand reports.

On top of that, you may run through the resources from these sites to get to know more about the estimates and other AR workflows:

• Create an estimate in QuickBooks Desktop
• Get started with customer transaction workflows in QuickBooks Desktop

If you have follow-up questions while changing your estimate status in QuickBooks Desktop, let me know by leaving a comment below. I'm just a few clicks away to help. Have a good one!