Am I able to request an e signature from a client when they receive my estimate. Ty

You need to use a 3rd party app to integrate with QBO.

Hi there jkelly-rpmig-com,

Thanks for reaching out about emailing estimates. QuickBooks Online is a great tool able to help you create and send sales forms such as estimates and invoices so your customers know about the services you offer. I can provide some information about electronic signatures.

When an invoice or estimate is sent from QuickBooks Online, there isn't an option to include a signature. One possible way to accomplish this would be by connecting a third-party app. To see if there are any available that would suit the needs of your business, go to the Apps tab in QuickBooks Online, then search for relevant terms in the search bar. To see more information about an app shown in the search, click on it, and information provided by the third-party developer will be displayed, as well as some reviews from other users that have used the app.

If you have any other questions, feel free to reach out here.

Am i able to use a Topaz signature pad in QBO

QuickBooks Online has partnered with hundreds of apps that offer additional features and services, sales-clearcutmw. Let me share the steps to check if you can sync an app with QBO.

Here's how to check if Topaz is an accredited app:

1. Log in to QBO as an admin.
2. Go to the Apps menu and proceed to the Find Apps tab.
3. Click the drop-down list for Browse category.
4. Select a category that's related to capturing a signature, then choose a category.
5. You can also type the name of the app in the Search bar and press Enter.

If you can see Topaz from the search results, follow the instructions to install and configure it. You may need to authorize QuickBooks to share your data with the app and to configure any sync preferences.

Just in case you can't see it, you'll want to reach out to Topaz's support team and ask if there are other apps that can bridge the connection between the two platforms.

Let me also share these articles for additional guidance when using third-party apps in the program:

• Transfer app ownership or disconnect apps in QuickBooks Online and Accountant
• Disconnect an app in QuickBooks Online and QuickBooks Online Accountant

Please don't hesitate to come back here if you have other questions while creating estimates and working in QBO. We're always here to provide support if you need anything else from us.