estimate status

QuickBooks doesn’t have a built-in way to automatically set all estimates to Accepted by default, so you’ll need to update the status manually each time.

A couple of workarounds might help, though. If you're using QuickBooks Online, you can create a custom field labeled Accepted as a checkbox or dropdown to track approvals more easily, though it won’t override the system status.

If you're dealing with a high volume of estimates, automation tools like Zapier or third-party workflow apps could help reduce manual updates. It’s not a perfect fix, but it might save you time.

If this is something your team really needs, it’s worth submitting a feature request to QuickBooks support, sometimes they implement user-suggested improvements.

Hope that helps!

Hi jennettec,

Welcome to the Community. QuickBooks is a great program that gives you the ability to easily track your sales and expenses. I'd be glad to help.

At this time, the option to set the estimate status to accepted permanently isn't available. I encourage you to find a third-party app to perform the task you are looking for. You can click the Apps tab in the left navigation menu and then select Find Apps. 

If you'd like to include the option in QuickBooks to set the estimate status to accepted permanently, I recommend sending us Feedback by clicking on the Gear icon at the top. This is sent to our Development Team to consider for future updates.

Let me know if you have questions, I'll be happy to help.