Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
Bigc667
April 18, 2019
Question

customer accepting estimates

  • April 18, 2019
  • 3 replies
  • 6 views

I run a construction company and I need to send out estimates on a regular basis.

My question is this. Is there a way when I send the customer a estimate that they can accept the estimate online? I previously used aynx for my estimates and invoicing. There was a button in the estimate that would allow them to accept my estimate. Just wondering if I could do something similar with quickbooks 

    3 replies

    Kristine Mae
    Kristine MaeModerator
    Moderator
    April 18, 2019

    Hello there, Bigc667.

     

    For now, your customers are unable to accept the estimates online. You'll have to manually take note that it's already accepted by adding it as a memo. Here's how:

    1. Open the estimate.
    2. Add notes in the MEMO field.
    3. Click Save & Close.

    You can check my screenshot as your reference.

     

     

    I know this makes a good feature. I will submit your concern to our management team so they pass this along to our software engineers. They will review this and might add it to our future updates.

     

    Don't hesitate to let us know if you have other concerns. Have a good one!

    T
    Tam22
    August 21, 2019

    Hi Kristina,

    In QB desktop, is there a way to see what estimates have been accepted by a customer when multiple estimates have been sent (other than having to open each one up individually and look in the memo line to see if it has been labeled "accepted"?

      A
      Anonymous
      August 27, 2019

      Any chance this feature of adding functionality within Quickbooks to have customers accept invoices will happen in 2019?  Where is the best place to send product feature requests.  It seems so outdated to have to ask your customer if they accept and then manually add it.  If the system could capture their signature/acceptance that would be so beneficial to so many customers usning this feature.  

       

      Thanks


      Hello, @Akh002.

       

      We always appreciate customers who take the time to give us their feedback. I'll pass this helpful idea to our Product Developers. This way, they can consider this in future product updates.

       

      In the meantime, I recommend visiting our blog to know more about our latest happenings. To check what's new and what's coming, you can check out this link: Product Updates.

       

      Let me know if you have other questions about estimates or other transactions in QuickBooks. I'd love to help however I can.

      K
      Kphelan2018
      April 17, 2020

      I have a suggestion that I came up with. I go into customer list and add a column called "accepted" then if contract accepted then I add it to that field and I can see in my customer list. I know its probably lame (LOL) but it helps me a lot. Unfortunately it doesn't show on reports but i can make it work for viewing purposes. 

        I
        itznetworks
        August 25, 2020

        I have an electrical company and I've been considering moving away to invoice ninja just because of this feature, I would also love to be able to have a button link embedded to the email (estimate) similar to the "Pay Invoice" button so our customers can accept the estimate online and not have to print, sign, scan and send back to us!

        Fiat Lux - ASIA
        Fiat Lux - ASIA
        Level 14
        August 25, 2020

        @itznetworks 

        IN is not an accounting software like QBO. You may use and connect it to QBO with a connector.

        https://www. integromat.com/?pc=quickbooks

         

        Other options, explore these field service apps specifically for your industry

        https:// fieldpulse.grsm.io/quickbooks

        https:// jobber.grsm.io/quickbooks

         

         

        Need QuickBooks guidance?
        Log in to access expert advice and community support instantly.
        Terms & ConditionsAccessibility statement