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pwhite9279
Level 2

We have an estimate that shows status ‘closed’ but it shows up in the ‘in progress ‘ list of estimates. On the estimate, some invoices look like they haven’t been done

but they’re actually paid. The ‘invoiced amount’ column on the estimates screen shows 0 but these invoices have been paid. Please help !
3 Comments 3
JenoP
Moderator

We have an estimate that shows status ‘closed’ but it shows up in the ‘in progress ‘ list of estimates. On the estimate, some invoices look like they haven’t been done

The estimate might have been manually tagged as closed even if the entire amount are not yet invoiced, pwhite9279. 

 

Let's open the estimate and change it back to Accepted. Here's how: 

 

  1. Open the estimate.
  2. Click the drop-down list under the name of the customer.
  3. Change the status of the transaction in the Estimate status field. 
  4. Click Save.

Also, the amount in the Invoiced column refers to the amount of the invoice and not the payment. If the amount is zero, it means an invoice is not yet created for this estimate. You can click the Create invoice button in upper-left hand corner of the estimate. 

 

Then, apply the payment to the invoice that you just created. Check out these articles as your guide: 

 

Please know that you can always reach out to us again or reply below if you need more help. 

pwhite9279
Level 2

We have an estimate that shows status ‘closed’ but it shows up in the ‘in progress ‘ list of estimates. On the estimate, some invoices look like they haven’t been done

Thanks, but everyone says they didn’t manually change the estimate status .  How can I find it on the Audit Log to see who did this (if anyone ).  Also , there ARE invoices created for those line items and the invoices show PAID as the status .  We are cash basis method of accounting and the invoices  that are not showing correctly were created and paid in 2021 , whereas the correct ones in 2020.  In my opinion, that should not factor in to how they show on the estimate, but what’s happening in QB to cause this ?

MJoy_D
Moderator

We have an estimate that shows status ‘closed’ but it shows up in the ‘in progress ‘ list of estimates. On the estimate, some invoices look like they haven’t been done

Let me show you how to check who edited this transaction from the Audit Log, @pwhite9279.

 

Take note of the Estimate Number to help you look for this transaction in the Audit Log. 

 

Here's how:

  1. Go to Gear icon (⚙) and select Audit Log.                                                                            
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  4. Click Apply.

You can refer to this article for more information: Use the audit log in QuickBooks Online.

 

Here's more information on how to create an estimate and update its status: Create and send estimates in QuickBooks Online.

 

I'm always here if you have follow-up questions with your estimates. Take care and have a great rest of the day!

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