Anonymous
Not applicable

Payments

Thanks for the follow-up, @Tam22.

 

I'd like to help add some details about accepting estimates. 

 

We can add a class code on the estimate's format, however, we're unable to provide a report that'll determine if the estimate is accepted or not. The only indicator QuickBooks can provide is by adding a note on the memo field, since this will show on the report as well.

 

For more information about creating estimates and its workflow, you can refer to the following links below.

 

Create an estimate

 

Accounts Receivable workflows in QuickBooks Desktop

 

You can always get back to me if you have other questions about your transactions and reports. I'll be around to help.