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Replying to:
JamaicaA
QuickBooks Team

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Hi there, @GenelleS.

 

I can see the challenges that you've been through on figuring out how estimates works in the program. I also appreciate you reaching out to our Support Team, and I wish I could help you better. 

 

Accepted estimates with deposits are now automatically converted to invoices using a new feature in QuickBooks. However, it didn't indicate that accepted estimates without deposits will likewise auto-convert to bills. If this isn’t the case, please clarify the issue you mentioned below.

 

The option to not email the invoice prior to product shipment is currently unavailable. With this, I’d recommend sending feedback request to our product development team. They look through them to determine what we need to implement moving forward to provide the best QuickBooks experience. 

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, click on Feedback.
  3. Share your feedback. Then, click Next.

You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

 

Feel free to read these articles about estimates in the program:

 

 

I've also included these resources that'll guide you with managing your sales transactions, so we can ensure that your record is accurate:

 

 

In case you have other follow-up questions about estimates and invoices, don’t hesitate to share them with me. I’d be delighted to work with you again. Keep safe.

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