Is there a way to offer clients financing for estimates provided through QB?

Hi, Peter.

I love to share details to achieve your goal today. However, I need to gather more information to give a timely solution. If I may ask, are you trying to allow your clients to manage estimates in QuickBooks? Or offer third-party software for estimate entries?

Additional information would be greatly appreciated. I look forward to working with you again. Keep safe!

I am referring to offering credit/financing to a client through a link on QB.  For instance, other estimating software such as Joist or HousecallPro, when you send an estimate, it will have financing application option for the customer.  Can QB do that?  So the client can apply for financing for the project/estimate?

Hello there, @peter124.

I can understand how having the ability to provide your client with financial aid in addition to your estimations is an essential component of any firm. QuickBooks improves by finding new methods to adjust to the needs of our customers. Your suggestions help our product development team in selecting the feature to include in the upcoming release. They will base the modification on how well-liked a particular feature request is.

I advise sending a product recommendation directly to our software engineers. We will note your suggestions and observations. Follow the steps below:

1. Go to the Gear icon at the top. 
2. Click Feedback.
3. Enter your comments or product suggestions.
4. Then choose Next to submit feedback.

To improve your experience with QuickBooks Online, our Product Development team receives your feedback (QBO). The webpage for QuickBooks Online Feature Requests allows you to follow feature requests.

Feel at ease to get back to this thread if you have other concerns about estimates. I'll be more than happy to help.

Yes there is a way!  My company is Hearth.  When a contractor partners with us we create a portal for your business that holds 17 bank options including a 0% option for qualifying credit, the ability to work with credit as low as 550, and never a dealer fee the contractor is responsible for. 

The customer may see 5, 10, 15 different bank options with a soft credit check.  The software will send the contractor an alert with the clients profile and Pre-Approval amount.  

We also have other digital tools that help with closing that sale, streamlining cash-flow, and generating leads all built around the financing options for potential clients! 

I'd love to help walk you through it and see if we are a good fit for the business.  Justine with Hearth @(512)503-0611

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