Can we add docusign to our Quickbooks account?

Yes, we can integrate DocuSign Connector app in Quickbooks Online (QBO), dr14-cornell. I'll help you acquire them to get customer signatures on your sales forms.

In QuickBooks, the DocuSign eSignature Connector app is only available for QBO Advanced users and can be set up by the primary admins of your account. To guide you on how to get the app, refer to the steps below:

1. In your QBO account, sign in as the primary admin and go to the Apps menu.
2. Search for and select DocuSign eSignature Connector by QuickBooks.
3. On the app details page, select Get app now.
4. Select Agree to give QuickBooks permission to send info (such as estimates and customer details) to your DocuSign account.
5. If you haven't created an account yet, select Create a DocuSign account. A new browser tab will open and activate your account by selecting the link in the verification email.
6. Once done, return to the original browser and select Sign in to DocuSign. Follow the on-screen instructions to set up your account successfully.

Please note that connecting your QuickBooks and DocuSign accounts is free. However, you need to have a DocuSign plan to use eSignature. Depending on your usage, you may have to pay for a DocuSign subscription. For more detailed information, see this article: Get e-signatures for estimates in QuickBooks Online Advanced.

Additionally, you can capture signatures using the QuickBooks Online mobile application. It allows you to add signatures manually through your phone using a digital pen or finger.

Furthermore, I'll include these references to help you personalize your sales forms and receive customer-paid invoices: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Record invoice payments in QuickBooks Online

If there's anything else you require additional assistance with managing the DocuSign app, you're always welcome to leave them in the comments below. Keep safe and have a great day ahead!

@dr14-cornell-edu 

If you don't have QBO Advanced, you can use a 3rd party connector.

https://www.make.com/en/register?pc=quickbooks

When searching in the QBO App Store, I cannot find  the DocuSign app.  Can you assist me? I am signed in as the primary admin.  Thank you

It's great to see you here in the Community space, @HG Int. I can assist you with connecting the DocuSign app to QBO.

Please note that the DocuSign app can only connect with the QBO Advanced subscription. That could be the reason why you're unable to find the DocuSign app.

If you're using QBO Advanced, you can follow the steps provided by my colleague in connecting the DocuSign app to QBO: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-can-we-add-docusign-to-o....

On the other hand, if you're not using QBO Advanced, you can find another app with the same function as the DocuSign app in the QuickBooks App Store.

For future reference, here's an article that will guide you on transferring app ownership or disconnecting an app in QBO: Manage app connection in QBO.

I'll be around to assist you with additional questions about adding the DocuSign app to QBO. Have a good one.

I have QBO Advanced yet I can't find any app that even is remotely close to Docusign.  Where do I go from here?

Thank you for bringing this to our attention, Lisa2112. I’d be happy to clarify the situation regarding DocuSign in QuickBooks Online (QBO) Advanced.

Currently, DocuSign is no longer available within QBO. While we can’t recommend any specific applications that replicate its functionality exactly, you can still utilize it effectively through third-party integrations. For personalized assistance and detailed guidance on these connections, I highly recommend reaching out to DocuSign's customer support team. They have the expertise to provide tailored instructions that will meet your needs.

Alternatively, if you're looking for a signature capture feature, you might consider using the QuickBooks Online (QBO) app. This app offers robust functionality that can streamline your invoice processes. For more information, you can refer to the following article: Capture signatures using the QuickBooks Online app.

Additionally, you can run customer reports to get a comprehensive overview of your accounts receivable transactions.

Let us know if you have other concerns with DocuSign and adding eSignature to your documents in QBO. We're here to help you in any way we can.

Thank you for trying but I don't see an answer to my question in your response.  If you look at this entire thread it's all about integrating the third party app which is available through the app store.  There are explicit instructions given by the person on your team who first responded to the initial person posting and it starts:

Yes, we can integrate DocuSign Connector app in Quickbooks Online (QBO), dr14-cornell. I'll help you acquire them to get customer signatures on your sales forms.

In QuickBooks, the DocuSign eSignature Connector app is only available for QBO Advanced users and can be set up by the primary admins of your account. To guide you on how to get the app, refer to the steps below:

I don't need to add the instructions, it's clear from what I copied in above this is doable.  Unless something changed from last July to now.  What I just copied in here from your team provides clarity that the DocuSign Connector app can be integrated.  The requirements are you must be a QBO Advanced user (which I am) and you must be a primary admin (which I am).  However, when I go to the apps area and do a search for the DocuSign eSignature Connector app there is none. Why is this?

After reading my initial post it's possible you misunderstood what I meant.

When I go to the app store I can find no Docusign app connector nor can I find any other app that's remotely like it.

I want the Docusign connector app and I have all the requirements in QBO but when I go to the app area in QBO there is no Docusign app to be integrated.

Hi there, Lisa. I can see how important it is to have that app in your business, let me clarify about the DocuSign in QuickBooks Online (QBO).

Since DocuSign is no longer available in QBO, you can still utilize our QBO app store  to find an alternative application that has similar functionality. Additionally, you can use the app connector suggested by Deity Alpha.

You might want to check out the app that my colleague @JanbonN provided above, which includes a signature capture feature for your sales forms.

Additionally, you can personalize your sales forms and make it professional looking invoices.

If you have more questions or need assistance as you explore your options, don’t hesitate to reach out. We’re here to support you every step of the way.

Thank you for your response.

So the answer is there is no longer an integration with Docusign.

Additionally, when I click the link you mention there are instructions to do this for iOS and Android.  So, is the answer to that this can only be done on a mobile app and there's no feature in QBO to do this on the web?

Yes, you're correct, Lisa. DocuSign app is no longer available or integrated with QBO. Let me provide additional info below.

Based on the QuickBooks application update, the DocuSign app is no longer supported or available in QuickBooks App lists. However, you can consider using another app with the same function as DocuSign in QuickBooks Apps Center.

On the other hand, please know that the signature capture feature is exclusive to the QBO app. To utilize this feature, consider installing it.

Additionally, if you need to disconnect a third-party app or transfer its ownership in the future, you can easily do this in QuickBooks.

We're here to lend a hand if you require further clarifications or any other QuickBooks queries. Take care.

I have looked through all your third party apps and I don't see anything that would allow me to send an estimate for a signature out of Quickbooks.

Can you tell me what apps are available that can do this?

We value all your efforts in looking for an e-signature application that allows you to sign on the estimates and other transactions, Lisa. Allow me to provide an alternative method to help achieve your goal. 

We treat all businesses fairly, and I’m unable to recommend which application to use. Since you're unable to find one in the QuickBooks Online (QBO) Apps Center, you can consider looking for a program online that allows you to add signature to estimates and other transactions. 

In addition, you can considering using QBO mobile app so customers can sign the estimate or invoice. Explore these resources for guidance on tracking invoice payments and steps for editing or removing them through the mobile app:

• Receive an invoice payment using the QuickBooks Online mobile app
• Delete an invoice payment using the QuickBooks Online mobile app
• Edit an invoice payment using the QuickBooks Online app

Drop a comment below if you need further assistance managing invoices or have questions on how to complete a specific task in QuickBooks Online. We'll get back to you and make sure everything is taken care of.