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wendren
wendren
Not applicable
posted
‎12-10-2018 05:32 PM
last updated ‎December 10, 2018 5:32 PM

Marking an estimate as closed.

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?

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Best answer 12-10-2018
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Rustler
Rustler
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‎12-10-2018 05:32 PM

I am not sure about the layout in mac but in windows on t...

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

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Rustler
Rustler
Established Community Backer ***
‎12-10-2018 05:32 PM

I am not sure about the layout in mac but in windows on t...

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

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wendren
wendren
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‎12-10-2018 05:32 PM

I cannot find the ianctive button that you are referring...

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?
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Rustler
Rustler
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‎12-10-2018 05:32 PM

you have to click answer in this forum to attach a screen...

you have to click answer in this forum to attach a screen shot
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SkinnyRaven
SkinnyRaven
Established Community Backer ***
‎12-10-2018 05:32 PM

To mark the estimate inactive use the icon at the bottom...

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"

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wendren
wendren
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‎12-10-2018 05:32 PM

I do not have the button? Please see my screenshot attach...

I do not have the button? Please see my screenshot attached above and advise.
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SkinnyRaven
SkinnyRaven
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‎12-10-2018 05:32 PM

Look at the bottom of the estimate window.

Look at the bottom of the estimate window.

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wendren
wendren
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‎12-10-2018 05:32 PM

Thanks. I expected it to change colour the colour of the...

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.

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janetcc
janetcc
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‎12-10-2018 05:32 PM

agree, please make it more obvious if the estimate is "op...

agree, please make it more obvious if the estimate is "open/active" or "closed/inactive"
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SkinnyRaven
SkinnyRaven
Established Community Backer ***
‎12-10-2018 05:32 PM

You may find it easier from the transaction center. To ge...

You may find it easier from the transaction center. To get anything changed use quickbooks>quickbooks feed back and submit a feature request.
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wendren
wendren
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‎12-10-2018 05:32 PM

Screenshot Attached

Screenshot Attached

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Rustler
Rustler
Established Community Backer ***
‎12-10-2018 05:32 PM

wow not only are you using mac which I said I was guessin...

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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