Hi there, @ljw8.
I appreciate you for getting back and performing the troubleshooting steps suggested to isolate the issue you had with your estimates and invoices. I want to ensure you'll be able to get a resolution to close the open balances after converting your estimates.
Once you've converted an estimate to an invoice, then the estimate should be closed with no open balance displayed. In your case, a company issue may affect this behavior. As an additional fix, I recommend repairing your QuickBooks Desktop. Once done, review the balances showing up on your account.
In case you're getting the same result, I would suggest deleting your estimates and invoices. This way, you can re-convert your transactions.
Here's how:
- Locate the invoice transaction from your customer profile.
- Open the transaction.
- Select Delete to remove the transaction from your record.
- Do the same steps for other entries and as well as with your estimates.
Once done, create invoices from your estimates again.
For more tips while handling your customer workflow in QuickBooks Desktop, you can open this article: Get started with customer transaction workflows in QuickBooks Desktop.
Additionally, you may run your reports to review the transactions you've added to your file. You can use this link as your guide: Understand reports.
If you have any other follow-up questions about your invoices or estimates, let me know by adding a comment below. I'm more than happy to help. Have a good one!
