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Everything you need to know about banking in QuickBooks Online - Discover more
jdsenergyservice
Level 1

Hi, I'm currently using QuickBooks online and wondered when sending a quotation/estimate, is there any way I can see if the customer received/viewed it?

 
1 REPLY 1
Rea_M
Moderator

Hi, I'm currently using QuickBooks online and wondered when sending a quotation/estimate, is there any way I can see if the customer received/viewed it?

For the time being, the option to see if your customer received or viewed your estimate is unavailable, jdsenergyservice. However, you can monitor its activities, including when it was created, sent, and accepted (please see the screenshot below for your reference). Let's send this suggestion to our product engineers so they can consider adding this in future updates.

 

80.PNG

 

Our product engineers continuously seek to fulfill our customer's needs, and your input is vital in deciding which features will be incorporated in upcoming updates. To send feedback, here's how:

 

  1. Go to the Gear icon in the upper right and choose Feedback under Profile.
  2. Type in your recommendation in the Share your feedback field.
  3. Click Next to submit.

 

Additionally, once your customer accepts your estimate, convert it into an invoice. You can check out this article for the step-by-step guide: Convert an estimate into an invoice in QuickBooks Online.

 

I'll keep this forum available if there's anything else you need in managing estimates and customer transactions. Let me know anytime in the comments below. Take care and have a good one.

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