I acknowledged your time for looking into the status of the estimate, Info2186.
Syncing your personal and business email can help you get notified when a customer accepts an estimate, saving time and allowing you to focus on other important tasks.
For us to do this, ensure that the correct email address is set up in your QuickBooks Online (QBO) account by going to the Gear icon, choosing Account and Settings, selecting Company and making the necessary changes in the Email section by clicking on the Edit option and clicking Done to save these changes.
Once done, send the estimate and check your email inbox for the notification. Follow the steps below:
- Go to Estimates and click on Review and Send.
- Check all the details before clicking on Send Estimate.
- Open the estimate from your email inbox and click on the Review and Approve to see that the estimate was accepted.
You can also check this article for the detailed steps about sending the invoice, creating and the status of the estimate so you don't have to enter it twice.
For future reference, you may find the below articles helpful:
Need assistance with your estimates? Partner with our QuickBooks Live Expert Assisted team for customized guidance. Accurate estimates are essential for projecting costs, setting client expectations, and ultimately driving profitability. Our team provides personalized support in areas such as setup, bookkeeping, transaction organization, and financial management.
Feel free to reply to this thread if you have any further questions or concerns. We're here to help.
