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david-penne1
Level 1

How do you send the remaining balance from an estimate. I can do it on the computer but on the app I'm not able to perform this function

 
1 Comment 1
MaryLandT
Moderator

How do you send the remaining balance from an estimate. I can do it on the computer but on the app I'm not able to perform this function

I'm here to help ensure you're able to send the remaining balance from an estimate to your customer, david-penne1.

 

You can still use your phone to do the task in QuickBooks. However, you need to use a web browser on your device and access the system.

 

Here are the browsers supported on your mobile device:

 

iPhone / iPad

  • OS 11.1 or newer
  • Safari browser. Note: Make sure Private Mode is off to allow cookies.
  • Other browsers, such as Chrome and Dolphin, may work but aren't officially supported.

Android smartphones and tablets

  • Nougat 7.1.1 or newer
  • Chrome browser
  • Other browsers, such as Firefox and Opera, may work but aren't officially supported.

Microsoft Surface

  • Microsoft Edge

From there, you'll be able to open and send the estimate. Otherwise, you have to do it on your computer and process the transactions.

 

I'm adding this link for additional information about the process and workflow of an estimate: Set up and send progress invoices in QuickBooks Online.

 

Keep me posted if you have follow-up questions about this. Just leave a comment below, and I'll get back to you.

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