Hello,

We're still getting Estimates automatically converted to invoices when a customer accepts the Estimate via the link included in the email they receive with the Estimate.

Question 1: How do I turn off the option for customers to make a deposit? We never require a deposit, so I'd like to turn that option off altogether.

Question 2: This video shows exactly how I'd like QB Online to work regarding estimates and Invoices.\

https://youtu.be/YduXjDH2spA

Unfortunately it doesn't. It's so frustrating that there's a QB video that shows exactly how I'd love for the program to work, but I cannot for the life of me get it to work this way. How do I set up QB Online to function as shown in the video?

I called QB Customer Service this summer and they spent 2 hours with me on the phone only to say "Well, that seems to be the way it works. Please submit a request to have us update the program. Oof.

Thanks,

Tom