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LEAVES
Level 1

Uploading contract to sign and send back

How do I upload a PDF to have signed, email it o a client and have them send it back to me? 

2 Comments 2
SarahannC
Moderator

Uploading contract to sign and send back

Let's find a way to upload your contract, LEAVES.
 

Uploading a contract where your client can sign is unavailable. In QuickBooks Online, we can use a third-party application to help us upload documents and receive them back from our clients. We can go to our App store to find a particular application and get this done. Here's how:

 

  1. Log in to your QBO account.
  2. Go to Apps on the left side menu.
  3. Search for the app in the Find apps to streamline your work field.
  4. Look for the app that supports uploading contracts and other documents.
     

Another way is to go directly to this link: QuickBooks Apps.

 

I can see that having an option to upload documents is really useful for you and for the other users. I recommend sending your suggestion to our product development team. To send feedback, we can follow these steps:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.


That's it. Also, please know that attachments can be added to transactions in QBO. If you want to know more, let's click this link: Add or delete attachments in QuickBooks Online

 

Visit again if you need more help uploading data within your QBO account. I'm always ready to help you. Stay safe and be well!

Fiat Lux - ASIA
Level 15

Uploading contract to sign and send back

@LEAVES 

What kind of business do you run? You need a 3rd party app to integrate with QBO if required.

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