Other questions

I can see the challenges you're facing when sending estimates through QuickBooks. Let me help you handle this.

For your first concern, please know that we have an ongoing investigation about this issue under INV-103186. This is the reason why your estimate are automatically marked as accepted when your customer clicks the Review and Pay button. To be added to the list of affected users, I recommend contacting our Customer Care Team. Here's how:

1. Select Help at the top.
2. Click the Search tab, then choose Contact Us.
3. Select a topic or enter a brief description of your concern.
4. Hit Continue, then select Start a chat and Get a callback.

Regarding your second concern, when you customize or remove the columns of the custom estimate template but your online delivery setting is set to Online invoice, the changes you've made to the custom template will reflect on the body of the email. However, once your customer clicks Print and save, the estimate will still display all the default details as the program automatically applies the modern template, not the custom one you've selected. As a workaround, you'll have to set the online delivery setting to HTML. This way, the attached estimate will follow the custom template you've selected.

1. Click the Gear icon.
2. Choose Account and settings.
3. Head to the Sales tab, then scroll-down to Online delivery.
4. Choose HTLML from the drop-down.
5. Hit Save, then Done.

Additionally, you can check this article to save time in the future in converting estimates into invoices: Convert an estimate into an invoice in QuickBooks Online.

I appreciate your understanding, @smoky989. If you have any further questions about managing your estimates in QBO, please let us know.