cancel
Showing results for 
Search instead for 
Did you mean: 
abaldi-contrasti
Level 1

Did anyone else loose the "review and approve" button in the estimate emails? I had this function until this week and now the email offers no way to approve.

When I got quickbooks in February I was able to send estimates to customers from quickbooks online and it would include a button to click that brought the client to the online page they could approve from. Now emails now only send the estimate pdf attached and an html version of the estimate in the email (which is not good looking at all). The only work around I've found is to send my own email with the link to the estimate. Has this changed for anyone else?
1 Comment 1
CarlSJ
QuickBooks Team

Did anyone else loose the "review and approve" button in the estimate emails? I had this function until this week and now the email offers no way to approve.

We're glad to see you here in the Community, @abaldi-contrasti. I can assist you with enabling the Review and Approve button when sending estimates in QuickBooks Online (QBO).

 

When creating an estimate, make sure that you select the Modern option in the Design section. It will enable the Review and Approve button when your customers receive estimates.

 

Here's how:

 

  1. Sign in to your QBO company.
  2. Go to the Sales tab and select Create Estimate.
  3. Fill out the required details for the estimate.
  4. Click on the Manage option.
  5. Select the Design dropdown, then tick Modern.
  6. Once everything is ready, click Review and Send.

 

I've also attached a screenshot for your reference:

 

image.png

 

After your customer accepts your estimate, you can convert it into an invoice by checking this article: Learn how to convert an estimate into an invoice in QBO.

 

Please comment below if you need further assistance with estimate emails or have any QuickBooks concerns. Take care always.

Need to get in touch?

Contact us