Thanks for joining the Community forum, Liza. I have here information and guidelines that could help you handle your estimates and sales orders in QuickBooks Desktop.
First off, please know that QBDT does not have a built-in feature to automatically close estimates (quotes) when they are converted to sales orders or invoices. Thus, you need to manually close it once fully billed by making it inactive.
Should you want to track your outstanding estimates, you can run the Estimates by Customer report. Moving forward, I'd suggest creating a sales order from the estimate itself.
Additionally, while the ability to automatically close an estimate is unavailable, I think that it's a great idea to help our users like you experience the best of our services. With this, let's send this suggestion to our Product Developers so this can be considered in future updates. Here's how:
- Open QuickBooks.
- Go to the Help menu.
- Select Send Feedback Online.
I'm adding this article you can use should you need to personalize the appearance of your form templates: Use and customize form templates.
Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!
