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stacybr
July 8, 2024
Question

estimate approval

  • July 8, 2024
  • 1 reply
  • 0 views

Since the last update, we know have customers that are being able to accept an estimate through quickbooks. We want to turn that option off as we don't get notified that a customer has approved.

1 reply

MorganB
MorganB
July 8, 2024

Welcome to the Community, stacybr.

 

Thanks for posting your question. I'm happy to show you how to turn off the option for your customers to accept estimates through QuickBooks Online.

 

This can be done in just a few steps. Here's how:

 

1. Go to the Sales tab and select Estimates.
2. Click Create Estimate.
3. Select the Manage button.
4. Click the Customization dropdown, then turn off the Estimate Status.
5. Select Review and Send.

 

Here's how this will look in your account:

 

The following article provides additional info about creating and sending estimates in QuickBooks Online.

 

Please feel free to drop a comment below if you have any other questions. I'll be here to lend a hand.

T
Trust Bookkeeping
December 11, 2024

I want to turn off the option for customers to accept estimates because my company requires a 50% deposit when approving a job. The customer gets confused because he accepts the Estimate but hasn't received the deposit, so the job can't get into production. 

 

When I tried to follow the answer on the message to turn off the option under manage, Customization, Estimate status, I see I do not have this option, I only have the following options under customization 

Ship to
Service date
Product/service
SKU
J
JayneusCaesarR
December 11, 2024

Welcome to the community, @Trust Bookkeeping.

 

I appreciate your following the instructions provided by my colleague above. I'm here to assist you further in turning off the feature that allows your customers to accept estimates in QuickBooks Online.

 

Here are the steps to display the Estimate Status:

  1. Click the Sales tab, then select Estimates.
  2. Go to Create Estimate.
  3. There is a gear icon for Manage, select it.
  4. Click Design and choose Modern.

     

  5. In the Customization menu select the dropdown. It will show the option for Estimate Status and turn it off.
  6. Click Review and send.

 

For future reference, if your customer agrees to the estimate you can convert an estimate into an invoice in QuickBooks Online.

 

Please feel free to leave your reply below if you have any concerns about the estimate. The Community is on standby, ready to provide support and guidance.

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