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See what’s new with estimates and invoices in QuickBooks Online

by Intuit•61• Updated 2 weeks ago


What you can do with the estimates and invoices

Customize estimates and invoices on the spot

Get invoices paid faster

To see all your invoices in one place,Go to All apps A bunch of numbers and letters on a tile wall., select Sales & Get Paid, then select Invoices (Take me there). Track their progress, send reminders, record payments, and more.

Get estimates approved faster

Your customers can review and approve your estimate online, right from the email you send them. You'll get alerts as soon as they respond.

Track and manage estimates in one place

Go to All apps A bunch of numbers and letters on a tile wall., select Customer Hub, then select Customers & leads (Take me there). To check the status of all your estimates at a glance, select a customer and go to the Transaction List tab. From there, you can respond to your customers, revise estimates, or convert them to invoices when approvals come in.

Manage it all on the go

Away from your desk? Take care of all your estimates and invoicing tasks with the QuickBooks Online mobile app.

When you create or update an estimate or invoice, the mobile app autosaves your work so you can always pick up where you left off. You can also import contacts from your phonebook and send estimates and invoices by text message.

Available features for QuickBooks Online Advanced

  • Automate tasks like sending payment reminders or new invoices to customers with workflows.
  • Smart Suggestions can guide and recommend how to optimize your QuickBooks Online invoices.
  • Capture another layer of reporting for your invoices with custom fields.
  • Track invoices by department, product line, or other meaningful info by assigning classes.

Features currently unavailable in the new experience

The following classic invoice features are currently unavailable in the new experience:

  • Adding a new invoice Term
  • Signatures on Mobile
  • Billable Mileage Tracking
  • Statements (Show aging table at the bottom of a statement.)

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