Marking an estimate as closed.

wendren · ‎December 10, 2018

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?

SkinnyRaven · ‎December 10, 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"

View solution in original post

Rustler · ‎December 10, 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

wendren · ‎December 10, 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?

Rustler · ‎December 10, 2018

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

SkinnyRaven · ‎December 10, 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"

View solution in original post

wendren · ‎December 10, 2018

I do not have the button? Please see my screenshot attached above and advise.

SkinnyRaven · ‎December 10, 2018

Look at the bottom of the estimate window.

wendren · ‎December 10, 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.

janetcc · ‎December 10, 2018

agree, please make it more obvious if the estimate is "open/active" or "closed/inactive"

SkinnyRaven · ‎December 10, 2018

You may find it easier from the transaction center. To get anything changed use quickbooks>quickbooks feed back and submit a feature request.

wendren · ‎December 10, 2018

Screenshot Attached

Rustler · ‎December 10, 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

coastalerica1 · ‎March 09, 2020

I'm trying to figure out why my estimates are not automatically marked as inactive when I create an invoice from them. At that point, they are invoiced for 100% of the estimate but they are still showing active. I have the preference selected to progress invoice and "close estimate after converting to invoice" but it still keeps all estimates "active" unless I manually close them. I do know how to manually close them, so I don't need that information, but I'm wondering if I am missing something.

KlentB · ‎March 09, 2020

You're not missing something, coastalerica1.

As of now, the option to automatically closed a fully invoiced estimate is unavailable in QuickBooks Desktop. Please know that we roll out updates based on our customers' requests. We’ve heard that request quite a bit so maybe we will do so in the future. I'll also take this post as feedback and share it with our Product Design Team for consideration.

For now, you can manually close your estimates once they're fully invoiced.

In case you need to track all the outstanding estimates that your company has for all your customers, you can follow the steps below in pulling up 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.

As we assess this opportunity, I encourage you to visit our blog to stay current will all our product updates and enhancements.

I'll be right here to continue helping if you have any other questions or concerns about estimates. Have a great rest of the week.

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Marking an estimate as closed.