You're not missing something, coastalerica1.
As of now, the option to automatically closed a fully invoiced estimate is unavailable in QuickBooks Desktop. Please know that we roll out updates based on our customers' requests. We’ve heard that request quite a bit so maybe we will do so in the future. I'll also take this post as feedback and share it with our Product Design Team for consideration.
For now, you can manually close your estimates once they're fully invoiced.
In case you need to track all the outstanding estimates that your company has for all your customers, you can follow the steps below in pulling up the Estimates by Customer report:
- Select Reports from the top menu bar.
- Choose Report Center.
- Enter Estimates by Customer.
- Click the Run icon.
- Set the appropriate reporting date in the date picker.
As we assess this opportunity, I encourage you to visit our blog to stay current will all our product updates and enhancements.
I'll be right here to continue helping if you have any other questions or concerns about estimates. Have a great rest of the week.
