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They can update the estimate status on their QuickBooks Online (QBO) mobile app by editing the estimate, Kyle.
If your sales representative is using an iOS device, here's how:
On the other hand, if they're using an Android device, let them follow the steps below:
Additionally, you can convert the estimate into an invoice and enter customer payments to ensure accurate financial records.
Please let us know if you have more questions about updating the estimate status or any other QuickBooks-related concerns. The Community is always here to assist you.
Im using qb global cause im from PH, i dont see those options even though i follow some of your instructions, but most of it, i cant see those on my side.
pls double check
Having the ability to change estimate statuses in the QuickBooks Online (QBO) Mobile App is a valuable feature that can significantly enhance your team's efficiency, Kyle. I recommend using a mobile or web browser to update the progress of your estimates.
It's important to note that QuickBooks has different capabilities depending on the region you are in. As a user with a QuickBooks account in the Philippines, the option to update estimate status through the mobile app is currently unavailable. I encourage you to submit a feature suggestion to our Product Development Team, as your feedback is essential for guiding improvements and ensuring our products meet user needs.
I'll show you how you can send one:
To update the status using the web browser, here's how:
Once an estimate is accepted, we can convert the estimate into an invoice once your customer plans to accept it for a streamlined process. Then, let's record the payment using the Receive payment feature to mark them as paid.
I appreciate your patience and understanding as we work through this together. If you have any further questions or concerns about the mobile app or features related to estimates and invoices, please don't hesitate to Reply below. I'm always here to help.
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