Thanks for getting back to the thread, @OfficeManager_JTE.
I can provide additional details about the Closed status from the Estimate in QuickBooks Online (QBO).
In QBO, the Closed status in the new Estimate update is already unavailable. However, you can select a different status, like Accepted or Converted, since they're also considered Closed.
To update the status, you can refer to the steps below:
- Go to Sales, and select Estimates.
- Locate an estimate and click the Drop-Down Arrow from the Action column.
- Click the Update status.
- Choose a status, then hit OK.
To learn more about managing Estimates, refer to this article: Create and send estimates in QuickBooks Online.
I'm also attaching this article if you're ready to convert the estimate to invoice and record invoice payments in QuickBooks:
Please don't hesitate to reply again to this thread if you have clarification in handling estimates and other sales forms in QuickBooks. I'm always here to assist you.
