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lindak1119
Level 7
December 11, 2018
Solved

Marking an estimate as closed.

  • December 11, 2018
  • 5 replies
  • 14 views

How do I mark an estimate as closed?

One suggestion I found in the forums is to delete the estimate but I cannot becuase I get this message:

"One or more progress invoices have been created from this estimate. Deleting the estimate will cause each of the invoices to lose its association with the estimate. Do you want to delete the estimate anyway?"

And I assume that I should rather not delete it in fear of loosing the invoice. 

I have hundreds of estimates. How do I know which ones I still need to convert into an invoice?

Best answer by SkinnyRaven

To mark the estimate inactive use the icon at the bottom of the estimate window that looks like a half open door or from the edit menu select "mark inactive"

5 replies

Rustler
Rustler
Level 15
December 11, 2018

I am not sure about the layout in mac

but in windows on the ribbon bar (or anywhere else for that matter) look for a make inactive button/icon or check mark setting

It is a long standing bug in QB that estimates do not close when creating an invoice automatically and you have to do it your self

    L
    lindak1119Author
    Level 7
    December 11, 2018
    I cannot find the ianctive button that you are referring to so I have attached a screenshot of my window. Can you see it anywhere?
    S
    SkinnyRavenAnswer
    Level 6
    December 11, 2018

    To mark the estimate inactive use the icon at the bottom of the estimate window that looks like a half open door or from the edit menu select "mark inactive"

    L
    lindak1119Author
    Level 7
    December 11, 2018
    I do not have the button? Please see my screenshot attached above and advise.
    S
    SkinnyRaven
    Level 6
    December 11, 2018

    Look at the bottom of the estimate window.

    L
    lindak1119Author
    Level 7
    December 11, 2018

    Thanks. I expected it to change colour the colour of the estimate or stamp it with something marking it as converted. Now I have to find this tiny button and check if it is pushed in our out.... Quickbooks please make this a bit more noticeable in future versions.

      L
      lindak1119Author
      Level 7
      December 11, 2018
      agree, please make it more obvious if the estimate is "open/active" or "closed/inactive"
      L
      lindak1119Author
      Level 7
      December 11, 2018

      Screenshot Attached

      Rustler
      Rustler
      Level 15
      December 11, 2018
      wow not only are you using mac which I said I was guessing at, but a non US version too just to really confuse me - ROFL

      I honestly have no idea since there is nothing on screen, do you have an edit menu, perhaps with the estimate on screen there is something in that menu to close.inactivate it - or maybe right click on the estimate in the list on the left and see if that has an option

      Other wise, sorry but I can't help, hopefully some mac user will come along and know the answer
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