Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

My Estimates are not showing up as being sent to our customers.

 
1 Comment
Moderator

My Estimates are not showing up as being sent to our customers.

Welcome to the Community, @fourbrothersland.

 

When sending estimate to customers through email, the status from the Transaction List section won't update automatically. You'll need to manually change the status to Accepted, Closed, or Rejected (see sample screenshots below).

 

 

 

 

If you want to verify the status, you can open the estimate and check the Last Delivery status.

 

 

Additionally, I recommend the following resource which has a video tutorial to help a user learn sending estimates: How to Send Estimates, Quotes, & Proposals.

 

I'm only a few clicks away if you have any other questions. Wishing you and your business continued success.

Need to get in touch?

Contact us