Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
dmarbach
Level 2

Reply to message

It is absolutely ridiculous that I cannot choose to close an estimate once a project is complete and related invoices are paid.  As a small business, we rely on the list of accepted estimates to know what's in our workflow and financial pipeline and I rely on the list to know which estimates still have a balance due if they are "converted" to make sure that invoices are sent.  Because I cannot close these invoices, you have just made our report on open estimates and balances null and void and I've wasted so much time reviewing these estimates over and over to remind myself which are actually still open and which are closed since I have no way to annotate that.

 

I finally resorted, in total exasperation, to deleting any estimates that are actually closed so they are not still on my list and causing confusion.  Your "update" and choice to not just LET US CLOSE ESTIMATES THAT ARE CLOSED means that I lose any project information that was in that estimate that I wanted to hold onto.

 

Thanks, Quickbooks, for yet again complicating something that is actually pretty simple.

Need to get in touch?

Contact us