Enable Financing Offers??

Hi, Greensman.

Starting December 13th, 2023, customer financing will be available on QuickBooks Online (QBO) Estimates. Customers can opt to finance their estimated amount through Credit Karma’s Personal Loan marketplace.

This test will run until 20,000 estimates with the financing offer have been sent, after which the test feature will be removed. The goal is to gauge customer interest in using loans for higher-value estimates. An official customer phasing article for this Financing Offer is not yet available.

If you don't want the offer financing on your estimates, you can turn the feature off by:

1. Navigate to the Gear > Account and Settings
2. Select Sales and then Financing
3. Turn off Enable financing offers

Moreover, you can check this article to if your customer plans to pay you in the future:

• Record invoice payments in QuickBooks Online.
• Receive and process payments in QuickBooks Online with QuickBooks Payments.

I'm delighted to provide you with some insights into our new financing offers. If you have other questions or any related concerns with QuickBooks Online. Comment down below. Have a great day!