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December 14, 2022
Question

Android is missing the drop-down on estimates to change the status from pending to ..... Worked on iPhone.

  • December 14, 2022
  • 1 reply
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1 reply

MJoy_D
December 14, 2022

Hello, @useraaron2.

 

I can share some information that can help you with updating the status of your estimates.

 

You can change the status of an estimate from Pending to Closed by clicking the Convert to Invoice button below the Pending status in the mobile app (android). You may consider using a browser from your mobile phone to update the status from the Action column to AcceptedClosed, and Rejected

 

For more information about creating an estimate and updating the estimate's status, check out this article: Create and send estimates in QuickBooks Online. It'll also guide you on how to convert the estimate into an invoice or add them to existing invoices.

 

To review your open estimates, consider running the Estimates by Customer report. This gives you the customer name, estimate number, status, and invoice no. if it's been converted. Here's detailed guidance on how to generate and customise reports: Run reports in QuickBooks Online.  

 

Let me know if you need further help with updating the status of your estimates by leaving a reply below. Keep safe, and have a great rest of the day!