Skip to main content
C
christinesalmon
September 28, 2021
Question

Add a new status to estimate

  • September 28, 2021
  • 5 replies
  • 0 views

I would like to add a brand new status to the drop down menu for an estimate.  Currently there are pending, accepted, closed and rejected. I want to add another

 

Christine at 12:09 PM said Currently there are pending, accepted, closed and rejected. I want to add another
 

    5 replies

    MJoy_D
    MJoy_D
    September 28, 2021

    I'm here to share some information about adding a new status for your estimates, @christinesalmon. 

     

    Yes, there are currently 4 statuses that you can set for your estimates. These are pending, accepted, closed, and rejected. The feature to add another one is currently unavailable.

     

    That would be a great addition to the current features that we have and our developers might introduce this feature in the future. I'm taking note of this and I also encourage you to send your suggested new status by going to the Gear icon of your account and choosing Feedback. 

     

    For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

     

    To know more about estimates and how to convert them into an invoice, refer to the following article: Create and send estimates in QuickBooks Online. 

     

    Your willingness to help QuickBooks improve our products and services is greatly appreciated. If there's anything that I can assist with your estimates and or with your account, let me know in the Reply section below. Keep safe and have a good day!

    C
    christinesalmonAuthor
    September 28, 2021

    Is there a plan to allow for modifications in the future?

      Kristine Mae
      Kristine Mae
      September 28, 2021

      Let me add some information, Christinesalmon.
       

      We're unable to provide when the modification will be allowed. I suggest sending your idea directly to our software engineers. You may want to follow MaryJoyD for the steps.

       

      Rest assured that it will be reviewed by our engineers. The more request the feature has, the more likely it'll be added in future updates. 

       

      Also, you can check the blog provided at the top to know our new features and updates. 

       

      If there's anything else that you need, don't hesitate to get back to this thread. We'll reply as soon as we can. Take care!

      B
      ben.chesterfield
      August 16, 2022

      I certainly agree that it would be good to have more options in the estimate status - particularly if trying to use as a sales progressing tool and also whether the estimate is actually being actioned or is still to be started.

      C
      Cathy2022
      November 3, 2022

      I also would like to see a "Cancelled" as one of the options in Estimates. 

      katherinejoyceO
      katherinejoyceO
      November 3, 2022

      Thanks for joining and adding your request to this thread, @Cathy2022. I know how useful for your business to also see a "Cancelled" as one of the options in Estimates.

       

      You'll want to share your ideas and feature requests directly with our Development team to help us improve your QuickBooks experience by filling out our QuickBooks Feedback form.

       

      Rest assured that all our suggested plans will be reviewed by our engineers.

       

      Keep in touch if you have follow-up questions about managing your estimates. I'm always here to listen and help in any way I can.

      T
      This is Worse than Desktop
      May 23, 2023

      It's been two years. Can we get this feature added?

       

      QBO is a worse product than a desktop.  If you are going to Force me to start using it for my business, you could at least have more useful features. 

      E
      Enterprise Lover
      September 5, 2024

      3 years now and this option still hasn't been added. Why does QB want feedback if they are unwilling to implement it? This should not be very difficult to program. Give the customers what they want!  

      G
      gflores318
      December 11, 2024

      This is ridiculous!!!

       

      I just transferred fro desktop to QBO and been having all kinds of issues and surprises. I just commented on another post last week about estimate columns customization issues.

       

      Same situation in another Q&A thread. A customer had brought up the same issue I had 4 years ago and quickbooks still hasn't fixed it.

       

      Now I was wondering if I could change the status of my estimates and once again 3 years ago someone posted the same issue and the issue is still not resolved. You have got to be kidding me!

       

      Quickbooks is only quick at taking people's money and not very quick at resolving customer issue. Unbelievable!!!   

      G
      gflores318
      December 11, 2024

      This is ridiculous!!!

       

      I just transferred fro desktop to QBO and been having all kinds of issues and surprises. I just commented on another post last week about estimate columns customization issues.

       

      Same situation in another Q&A thread. A customer had brought up the same issue I had 4 years ago and quickbooks still hasn't fixed it.

       

      Now I was wondering if I could change the status of my estimates and once again 3 years ago someone posted the same issue and the issue is still not resolved. You have got to be kidding me!

       

      Quickbooks is only quick at taking people's money and not very quick at resolving customer issue. Unbelievable!!! 

      VNAFL
      VNAFL
      January 14, 2025

      If you go to Preferences, then Jobs & Estimates, under Company Preferences, there is the option to change the descriptions of the 5 choices to whatever you choose.

      Terms & ConditionsAccessibility statement