Hi Sharon119. Let me answer your question about why you're unable to close an estimate in the new updated layout.
In the new interface, the option to close the estimate is unavailable. If you decide that you don't want to do the work, it's better to change the estimate status to Declined rather than delete it. This keeps a record of the estimate on your accounts for good bookkeeping.
However, if you don't need or want to keep a record of the estimate, simply delete it. To do this, click the Delete button on the estimate form to completely remove the estimate from your books.
Here's how:
- Go to Sales.
- Select the Estimates tab.
- Find and select the estimate.
- Select More Actions.
- Choose Delete and then select Yes to confirm.
From the Manage option, just click the Actions dropdown and click Delete. For more details about creating estimates in the new layout and how to customize its display, see this article: Create and send estimates in QuickBooks Online.
I have some helpful resources that will guide you through the new layout and assist you in accurately recording the payments you receive from your customers:
I'll be right here to continue helping if you have any other questions or concerns about estimates. Have a great rest of the week.
