Hi @DJ33,
I'll share insight on your query about estimates in QuickBooks Desktop (QBDT).
Estimates in QBDT aren't marked as inactive as soon as it's converted to an invoice. You'll have to manually mark it as inactive so it won't appear in your reports anymore.
What you can do is check for converted estimates. So it would be easier for you to know which estimates are supposed to be marked as inactive.
Here's how:
- Go to the Customers menu.
- Select Customer Center.
- Hit the Transactions tab.
- The default filter is All Estimates and All for the Date. Change if necessary.
- View the Active Estimate? column, as well as the Open Balance column.
An estimate is a part of the Accounts Receivable workflow. See this article for other workflows available in QBDT: Get started with customer transaction workflows in QuickBooks Desktop.
Let me know if you have other questions by leaving a comment below. I'll get back to you as soon as I can.
