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Let me share some information about estimates and how it works in QuickBooks Online (QBO), ed.sugar@gmail.c.
I know how beneficial it is to your business to know if a customer opened or viewed an estimate. However, this option is unavailable in QBO. For now, we can only ensure that the estimate was received by your client where the Last Delivery indicator will appear below the Customer and the Email fields. Let me show you how:
I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how:
You'll want to check for a third-party application that can help you with this one. You can check out the apps that are compatible with QuickBooks at this link: https://quickbooks.intuit.com/app/apps/home/. We can also do it in QBO by following the steps below:
You can also check the reviews from the customers to help you decide on the third-party app that suits your needs. I'm adding these articles to know more about estimates and how to personalize sales forms:
Feel free to browse this link here in case you need help with other tasks in QBO. It has our general topics with articles that'll guide you along the way.
I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one.
Please go back to the way things were a few months ago, why take those options away and then an increase in membership fees?
Because QBO is terrible. I am on my last leg with this company.
Changes that people have requested and been requesting for years (See my post from 4 years ago) go unanswered.
But hey we got new menus and a new look! Smoke and Mirrors!!! Good job Intuit you didn't fool anyone again.
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