When I imported our file to QBO, our estimates did not transfer as "open" or "Accepted" so our open estimates do not show up on reports. How do I fix this?

Hello there, janet77.

I want to ensure your concern about estimates is taken care of. I’ll have to ask for some details about the issue to ensure the best solution.

May I know if the original is from the desktop version? If it’s from another accounting provider, can you share the name? This is to check if we have a reported issue.

Thank you in advance. I’m looking forward to working with you again.

@janet77 

Did you migrate data from QB Desktop?

Yes, Desktop Pro 2020. I also updated the file just before I migrated. 

Yes, from Desktop Pro. It also looks like all of the invoices I had linked to estimates became unlinked in the transfer. Now the "open balance" on all of my estimates are way off.

@Mark_R  I guess there is no way to link them back up once the migration is complete? This has been a very effective way for us to keep up with billing on progress invoicing- just pull up a report of estimates with open balances and go from there. Losing that function will be difficult to work around.  Thank your for the additional articles and information. I will be looking at those today. 

Is this somehow going to be changed soon ? 
it doesn’t make sense to convert to QBO if the functionality of progress billing can’t be transferred over 

We're unable to provide a time frame, and we appreciate your feedback, Rv25.

Also, please know that both versions have different interfaces, thus limitations.  

You'll want to consider the workaround provided by my colleague above in changing the status to Closed.

Let me share some of our quick guides about managing custom forms and setting up progress invoicing for future references while doing a task in QuickBooks Online: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Set up and send progress invoices in QBO.

You can always post again here if you need more help. We are ready to assist you.

This really sucks. I did the import from QuickBooks desktop to QBO and not only all of the estimates are closed but all of the invoices that were previously linked to the estimates are unlinked and there is no way to track progress invoicing on all of the estimates. It looks like there is no remedy yet to this issue and if you want to have the invoices linked customer service said to recreate all the 1000's of invoices manually and have them linked. what a joke.

You can purchase a third party conversion service to also migrate non-posting transactions (e.g estimate, purchase order) and/or attachments.

Thanks for following up with the Community, Rv25.
 

When converting from QuickBooks Desktop to QuickBooks Online, there's a few possible errors you could encounter:

• Your file is too big to export
• Export QBDT data to QBO: ERROR
• Error in processing data for QuickBooks Desktop for Mac
• We can't export your data. It may be on a network drive.
• Please delete all employees already entered in QuickBooks Online
• There was a problem checking this company for import eligibility.

Each one has a different solution. For example, if you encountered a "Your file is too big to export" message, you'll want to check your total number of targets in your company file and confirm they're less than 750,000 targets.

Here's how:

1. Open QuickBooks Desktop, click F2 or Ctrl+1 (Command+1 in Mac) on your keyboard to open the Product Info screen, then check your total number of targets. If necessary, move on to step 2 to condense data and lower the total number of targets.
2. In the top navigation bar, go to File, then Utilities.
3. Choose Condense Data.
4. Pick Keep all transactions, but remove audit trail info to date.
5. Click Next.
6. Your Working on your file window will appear and advise you of the total reduction in file size once it finishes. This screen will also display the location of your backup prior to optimizing the file.

I've also included a detailed resource about how to fix other errors that can occur when moving from QuickBooks Desktop to QuickBooks Online which may come in handy moving forward: Fix errors when you move from QuickBooks Desktop to QuickBooks Online

Please feel welcome to send a reply if there's any questions. Have a lovely day!

this did not help at all. there is no errors on my migration. Thank You

 I know how the functionality to link the estimates used for progress invoicing to the invoices would be beneficial when importing, Rv25.

Since this feature is unavailable in QuickBooks Online, I'd recommend manually closing the estimates to remove the open balance. Here's how:

1. Go to Bookkeeping and then Transactions.
2. Select All Sales.
3. If you have the old interface, go to Sales, then select All Sales.
4. Find the estimate.
5. In the Action column, select the drop-down menu and then click Update status.
6. Select Accepted or another status. 
7. Once done, select OK.

Also, I'd suggest sending a feature request directly to our Product Development team. This helps us improve your experience with the program. Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.

You can track feature requests through the Customer Feedback for QuickBooks Online website.

Additionally, I've added these resources that'll help you in managing your estimates in QuickBooks Online. This way, you can ensure your record is always accurate: 

• Set up Estimates in QuickBooks Online
• Create and Send Estimates in QuickBooks Online

Please let me know if there's anything else I can do for you. I'll be waiting for your response. Keep safe always!

@Rv25 

Did you send a direct message to us? We can help to convert your data if required.

Where do we find Sales on the left hand menu please?

We don't seem to have it 

Hello, @PR Laffin.

Thanks for chiming in on this thread. I'll walk you through how to see the Sales menu in QuickBooks Online.

If you're on the Accountant view, you can see the Sales menu from the left navigation pane. While in the Business view, you’ll be able to see the Bookkeeping menu and access the All Sales window. Thus, these two functions work the same way in QBO.

I've attached a screenshot below for your visual reference: 

If you want to change your view, I'll show you how:

1. Log in to your QuickBooks Online.
2. Go to Settings.
3. From the lower right part, click Switch to Business view or Switch to Accountant view.
   
   

To learn more about business and accountant views, please refer to this article: How to switch views in QuickBooks Online.

In addition, here’s a great resource that gives you an overview of sales transactions: View sales transactions.

Please feel free to tag me if you have any other concerns about managing your preferences or account. I'll get back to you as soon as possible. Stay safe and enjoy navigating.