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Sent you an email where we can coordinate to set up a zoom call.
But in the meanwhile, I will provide a brief explanation here:
Workflow:
1) Create Estimate
2) Send estimate to a fixed internal email
3) Use the Quickship tool to send Packing Slip/Delivery Order to a fixed internal email
4) Convert Estimate to Invoice whenever ready
Set up:
- Need to set up 2 email accounts for this...you will send QB estimates to one email address and you will receive the packing slip on another email address. It is better to set up a new email account for this purpose as you don't want to flood your personal inbox
- You need to get an 'App Password' for the email address which receives the Estimates. This will be in the Oauth settings of your email account.
- You need to change your Estimate settings in quickbooks to show all details on the estimate. Also turn off attachment for Estimates.
This is a workaround because quickbooks does not support this functionality. So, we basically send the estimate to a fixed email address. The tool grabs all the info and generates a pdf packing slip/delivery order and sends it to another email. All this might sound complex, but once set up, it runs smoothly.