With more than 200 million monthly active users in India*, WhatsApp is one of the most popular modes of communication in our country. Business owners use WhatsApp as a medium of communication with their customers, which helps them in serving their customers faster and growing their business.
Small businesses deal with many things at a time and some of these can be really time-consuming. Especially, sending estimates and invoices over email, negotiating the price, and waiting to receive payments can be a big pain for businesses as it ends up taking away a lot of their precious time.
In our endeavour to help you save time, we have released a new feature to the QuickBooks mobile app. QuickBooks’ Android mobile app is now integrated with WhatsApp. This means you can now quickly send those professional invoices to your customers on WhatsApp, and get paid faster.
How does it work for your business?
With the integration with WhatsApp, not only can you create estimates and invoices in QuickBooks but can now send them to your customers on WhatsApp. This feature is currently available in QuickBooks mobile app on Android only. So, if you use QuickBooks app on your Android phone, go ahead and create estimates as well as invoices and send them to your customers on WhatsApp in one click!
How to send estimates and invoices on WhatsApp?
- Open the QuickBooks app on your Android phone and create an estimate or invoice, as required. You may watch this video to learn more about the QuickBooks mobile app.
- After creating the estimate / invoice and saving it, go to Settings and select WhatsApp
- QuickBooks will fetch the WhatsApp number that matches the customer’s contact number that you just entered in the invoice. Check the customer’s name and send. That’s it!
In case there’s no contact number against the selected customer, or the WhatsApp number for the contact is not fetched automatically, QuickBooks will open the WhatsApp for you, and you can manually choose a contact to send your estimate/invoice to.
Please note that you’ll need to update your QuickBooks app to its latest version and will require WhatsApp to be installed on your phone. If you don’t have the latest QuickBooks mobile app on your phone, you can easily download it from Google Play.
If you have any questions related to this feature, please log on to QuickBooks Community to ask your questions. Our QuickBooks support team will be help to help you.
Don’t have a QuickBooks account? Sign up for one today. It’s free!