Does quickbooks have an option for an approval button on estimates sent to customers

Yes, striketreeservic. QuickBooks Online (QBO) allows your customers to approve estimates. I'm here to share insights about this option and lay down the steps to achieve this.

Currently, QBO offers a new layout for estimates, which allows your clients to review and approve the transaction once they receive it in their email.

Let's switch to the new interface to use this feature. Here's how:

1. Go to the + New menu.
2. Select Estimate.
3. On the top left part of the page, click Update layout. Then, choose Update layout to confirm. If you're already on the new experience, you don't need to make any changes.
   
   
4. Fill in the necessary fields to complete the entry.
5. Click Save and send.
   
   
6. Review the details, then hit Send and close.

Once your customer receives the estimate, they can approve and accept it. For visual reference, please see the attached screenshot below.

If the option to use the new experience is unavailable, you'll need to wait for the full release. The rollout for this feature has already started for Simple Start and Essential users. All Plus and Advanced will be migrated beginning on May 6th.

In addition, there are some changes in the new experience for estimates. To learn more about this, check out this article: See what is new with estimates and invoices in QuickBooks Online.

Finally, once your customer accepts the transaction, you can directly convert it to an invoice for accurate tracking. QuickBooks automatically fills in the info from the information on the estimate.

This thread is always open if you need additional assistance creating and sending estimates to your clients. My team and I are ready to assist you anytime.

Hi,  striketreeservic.

Hope you're doing great. I wanted to see how everything is going about sending estimates to your customers with the Approval and Accept button you had two days ago. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at any time. 

Looking forward to your reply. Have a pleasant day ahead!