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May 19, 2023
Question

I have asked this several times! why can;t Estimates or Quotes be flagged as seen or Opened by customer as Invoices are?

  • May 19, 2023
  • 1 reply
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1 reply

May 20, 2023

Hi there, @Scott11_2.

 

Currently, only emailed invoices have the feature to get their statuses automatically changed when opened and seen by customers.

I know that this feature is beneficial to you and your business if it also applies to the estimates. While this feature isn't available, I suggest submitting feedback directly to our product engineers. They may look into this suggestion further and consider adding the option in QuickBooks Online (QBO). To submit feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.

 

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

 

Please touch base with me here for all of your QuickBooks needs. I'm always happy to help.