I wish I could look at your account in the Community, @Alicia210.
I recognize the difficulties that you have encountered. I'll share further information regarding the estimates functionality in QuickBooks to clear up any confusion.
Generally, this is not how the feature works if you are not using our QuickBooks Payments option. This will only occur if you have QuickBooks Payments enabled and your customer has made a deposit.
If the feature wasn't turned on, I'd recommend logging your account through incognito. Sometimes, too much cache build-up in your regular browser can cause unexpected behaviour in the product. This way, we can check if it's a browser-related issue.
Refer to the keyboard shortcuts below:
- Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
- Ctrl + Shift + P (Microsoft Edge)
Once logged in, create a dummy estimate, then accept it to verify if it's already performing well. If it works, return to your regular browser and press the CTRL+ Shift and Delete keys on the keyboard to clear the cache.
If the problem persists, your account must examine in a secure location. With this, please call or chat with our support teams for help. They can check this to see why it converts automatically even if the consumer has not made a deposit or QuickBooks Payments is disabled. Ensure to call them within business hours for a swift response.
I've also included these resources that'll guide you in managing your sales transactions, so we can ensure that your record is accurate:
Please let me know if you need further assistance with your concern by dropping a reply below. Take care.
