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Level 1

Can you tell me why my estimate are not going to my customers?? Please!

I’m new to the programs and trying it for the first time. It’s not working.
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Moderator

Can you tell me why my estimate are not going to my customers?? Please!

Thanks for reaching out to the Community forum, @jasonmedinapaint

 

I’ve got the steps you’ll need to be able to send estimates in QuickBooks Online (QBO).

 

To get started, let's configure your email setup. Here's how:

  1. Go to the Gear icon at the top.
  2. Choose Account and Settings.
  3. In the left menu, click Company.
  4. Click the Pencil icon for Contact info.
  5. Clear the Company email address field and enter the desired address, even if it shows as the correct one. Make sure not to use any extra characters or spaces before, within, or after the address you enter.
  6. Hit Save, then Done

Once done, try to send a test estimate to your email. Check to see if it works. However, if the issue persists, take a look at this article to know on how to resolve issues when customers not receiving your emails: 3 solutions for when customers aren't receiving your emails.

 

Attaching also some helpful links for you to learn more about how estimates work:

You can always add a comment below if you have any other questions about emailing estimates. I'm just a post away to help you!

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