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janet77
January 20, 2022
Solved

When I imported our file to QBO, our estimates did not transfer as "open" or "Accepted" so our open estimates do not show up on reports. How do I fix this?

  • January 20, 2022
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by Mark_R

Thank you for sharing additional information, @janet77.

 

Allow me to provide information about the limitations when converting files from QuickBooks Desktop to QuickBooks Online.

 

Please know that the estimates used for progress invoicing won’t link to the invoices you created in Desktop. Thus, it's the reason why estimates are unlinked to the invoices after converting the file. To get rid of the open balances on your estimates, you can change the status to Closed. This won't affect your balances since the estimate is a non-posting transaction. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click Sales from the left menu, then select All Sales.
  3. Find the estimate from the list.
  4. In the Action column, select Update status from the drop-down.
  5. Select Closed, then click OK.

 

I'm adding this article for more guidance: Update an estimate's status.

 

You might also want to learn more about what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online. This article will provide you with detailed information: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response, @janet77.

2 replies

R
Rasa-LilaM
January 20, 2022

Hello there, janet77.


I want to ensure your concern about estimates is taken care of. I’ll have to ask for some details about the issue to ensure the best solution.


May I know if the original is from the desktop version? If it’s from another accounting provider, can you share the name? This is to check if we have a reported issue.

 

Thank you in advance. I’m looking forward to working with you again.

 

 

J
janet77Author
January 21, 2022

Yes, Desktop Pro 2020. I also updated the file just before I migrated. 

Fiat Lux - ASIA
Fiat Lux - ASIA
January 21, 2022

@janet77 

Did you migrate data from QB Desktop?

J
janet77Author
January 21, 2022

Yes, from Desktop Pro. It also looks like all of the invoices I had linked to estimates became unlinked in the transfer. Now the "open balance" on all of my estimates are way off.

M
Mark_RAnswer
January 21, 2022

Thank you for sharing additional information, @janet77.

 

Allow me to provide information about the limitations when converting files from QuickBooks Desktop to QuickBooks Online.

 

Please know that the estimates used for progress invoicing won’t link to the invoices you created in Desktop. Thus, it's the reason why estimates are unlinked to the invoices after converting the file. To get rid of the open balances on your estimates, you can change the status to Closed. This won't affect your balances since the estimate is a non-posting transaction. Here's how:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click Sales from the left menu, then select All Sales.
  3. Find the estimate from the list.
  4. In the Action column, select Update status from the drop-down.
  5. Select Closed, then click OK.

 

I'm adding this article for more guidance: Update an estimate's status.

 

You might also want to learn more about what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online. This article will provide you with detailed information: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response, @janet77.

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