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July 23, 2020
Question

A customer cancelled a PO. I would like to cancel the estimate I created in QBOL without deleting it. How can I indicate it is cancelled in the system?

  • July 23, 2020
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1 reply

July 23, 2020

Hi kris2.Thanks for reaching out to the community. Changing the status of the estimate is nice and easy in QuickBooks Online. First start by opening the estimate, then just follow these few easy steps:

  1. Directly under the Customer select the arrow next to Pending 
  2. Next, select the Estimate Status dropdown 
  3. Last a list of statuses will appear, choose the appropriate status for the estimate in question.

After you select your status, select the arrow next to Save and send and select Save and Close.  If you need any more help with estimates, check out this article on setting up and using estimates for a bit more insight. Let me know if you need anything else, I'll be happy to help. Have a great day.