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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:
I've also attached a screenshot for your reference:
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.
I would like to know how to "turn off" the review and approve option for estimates in QBO.
Great to see you here, Rauchelle. I'd love to help you turn off the Review and approve option when sending an estimate.
In QuickBooks Online, the Review and approve option is activated when sending an estimate if you've chosen the Modernized template as the Design. To deactivate it, you'll need to select Other templates or customize the estimate template to fit your business requirements.
Here's how to do it:
After that, ask your customer to check the estimate in their email. They shouldn't see the Review and approve option anymore. That's it!
If you have a customer with a recurring estimate or invoice, you can save time by duplicating them. For a step-by-step guide, you can refer to this article: Duplicate an invoice or an estimate in QuickBooks Online.
Leave a comment below if you have any questions, Rauchelle. We're more than happy to answer them for you.
Thank you, I will try that!
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