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Before I became a better QBO user I would leave blank the expiration date on my estimates. I have about 50 of these that never went anywhere from a year ago.
When I update the status to remove these rom the list of pending estimates I am wondering if there is any difference between choosing "Closed" vs "Rejected"?
I want to make sure I not perform a mistake 50 times even though I see little difference.
To be clear on most of these the client did not provide any further information so I am choosing "closed".
Thank you,
Hello there, Casey Scalf,
Here's an overview of the Estimate status:
You don't have to worry since you can manually change the status back to Accepted if you need to create an invoice for the estimate.
I'm always here provide you additional assistance if you need anything else.
Wonderful thank you for the clarification!
Can i erase a rejected estimate if already that month is already reconcile?
Hi, Erikaestrada.
It seems you posted a relevant question that my colleague KlentB, answered. Just in case you haven't notified, you can refer to this link for his response:https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-how-to-remove-an-estimat....
I'm always here if you need more help in estimate , by leaving a reply below. I'm always glad to help in any way I can. Take care and have a great rest of the day!
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