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March 15, 2019
Question

Estimates

  • March 15, 2019
  • 1 reply
  • 0 views

Is there a way to get notification id an estimate has been received and viewed by a customer?

1 reply

March 16, 2019

Thanks for posting your question here in the Intuit Community, tbcsolutionsmn,

 

Let me help share some information about how QuickBooks Online works when sending sales forms to your customers.

 

Currently, the Estimate doesn’t have the Activities section which will show when the estimate is sent, and when the customer viewed it.

 

For now the Activities section found at the bottom of the transaction is available when you open an Invoice.

 

For more information, I'm attaching a great resource that you can check: Email sales forms directly to your customers from QuickBooks Online.

 

If you have any other questions concerning your QuickBooks Online account, please let me know. Have a great day!