rmmack
Level 1

Other questions

I have the exact same problem. I have run rebuild numerous times in the last 10 years and the problem persists. Estimates NEVER become inactive unless they are manually marked as such. It would also be helpful if estimates automatically became inactive after a certain period of time - 3 months, 6 months or


@IamjuViel wrote:

I can help you sort this out, @DJ33.

 

Let's first run the verify and rebuild utility tool to isolate this concern for possible data damage. Once completed, let's try to create a dummy estimate and convert it into an invoice using progress invoicing.

 

To run Verify Data utility: 

  1. Select File menu.
  2. Choose Utilities
  3. Click Verify Data
  4. If there are issues found, you’ll be prompted to Rebuild Now.  

Here’s how to run the Rebuild utility: 

  1. Click the File menu.
  2. Select Utilities from the drop-down option. 
  3. Choose Rebuild Data
  4. Click Ok on Rebuild has completed. 

Once completed, let's restart your computer to ensure that all components are updated. You can try creating an estimate and convert it into an invoice.

  1. Create the estimate.
  2. Click Create Invoice button.
  3. Choose to Create an invoice for the entire estimate.
  4. Review the details of the invoice.
  5. Click Save and Close

To pay the invoice, here's how:

  1. Open the invoice.
  2. Click on Receive Payments.
  3. In the Customer Payment window, review the payee information.
  4. Put a check mark on the invoice that will paid.
  5. Click on Save and Close

 

On the other hand, I've added these articles for more insights on the different available workflows to track your income and expenses in QuickBooks:

Don't hesitate to get back to me if there's anything else you need while working with backups. I'm here to keep helping.



a year.