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Replying to:
MichaelaS
QuickBooks Team

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I recognize that you wanted an option to close estimates, @dcooley529.

 

Closing an estimate isn't directly available as an option as we transition from the old to new invoice and estimate experience. There is a workaround to update its status similar to closing it.

 

Here's how: 

 

  1. Go to the Sales menu in the left panel, then select Estimates.
  2. From the Estimate tab, click the dropdown, then select View/edit to open the estimate.
  3. Open the Manage icon, then under Edit default settings, click the dropdown, and select Converted to close it.

 

Here are some helpful articles to help you link your estimates to invoices and guide you in recording the customer's payment.

 

 

Feel free to get back if you have other questions about estimates. We'll do our best to assist. Stay safe.

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