Choose Edit from the Menu bar, select the Jobs & Estimates preference, now choose the Company Preferences tab, and checkmark the option to Close estimates after converting to invoice. To turn on this preference you must be logged into the Company file as the Admin user in Single-user mode. In prior versions of QuickBooks Estimates remained open unless you manually ‘closed’ them this new preference feature enhances productivity by eliminating the need to manually close estimates. This new preference cannot be turned-on if you have turned-on the preference for Progress Invoicing. You can set a preference in QuickBooks 2015, all versions which ‘closes’ estimates once you have invoiced them (Figure 2). Preference to ‘Close’ Estimates after Invoicing
Please note that many of these preference options are ‘version’ specific. restrict posting of opening balances, and close estimates after invoicing. With QuickBooks 2015 you have more preference options to help control mistakes with data entry including disallowing negative inventory quantities, preventing sales to customers with overdue payments.
