Hi @tina105.
Updates can definitely change how we process our workflows, especially when we're handling large amounts of data. I would like to jump in and share some details about the payment option on your estimates.
As of now, there's no direct way to turn off the payment option of your estimates in batch. As a workaround, you can consider turning off the Payment Method from the Accounts and Settings. Let me discuss this in detail and guide you on how to proceed.
Just a heads up, it will also affect your payment options for invoices. To proceed, please follow the steps outlined below to turn off the payment method.
Here's how:
- Go to the Gear icon.
- Under Your Company, click Account and Settings.
- Then, proceed to the Sales tab.
- From there, uncheck all the Payment Options under Invoice Payment.
- Tick Save.
In the meantime, we suggest sending feedback. This will help us improve your experience with the program and will be shared with our Product Development team:
1. Go to the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions.
3. Select Next to submit.
Moreover, you can also check these links on how to convert estimates to invoices and customize the transactions in QuickBooks:
You can always post a reply if you need assistance in dealing with your transactions in QuickBooks.
