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April 23, 2023
Question

I'm not receiving an email when a customer approves an estimate online

  • April 23, 2023
  • 1 reply
  • 0 views
my customers are telling me that they are responding to my estimates sent by QB but i'm not receiving the email to let me know that they've approved the estimate. can someone give me next steps to follow?

1 reply

April 24, 2023

Hi Woodoer,

 

Thanks for reaching out here.  Ensuring that you receive notification when your customers accept your quote, is beneficial in planning the work to be done.  QuickBooks Online enables you to add or edit your email address, so you receive your customer response on time.  I'd be glad to assist!

 

I suggest taking a look in your company settings by following these steps;

 

1. Click on Settings ⚙ and select Account and settings

2. Hit the Edit ✎ in the Company info section

3. Enter your email address in the Customer email field

Note; This is how your customers contact you.  If this is blank, your company email will be used.

4. When finished hit Save and then Done

 

Here's how to add the email address to your forms;

 

1. Open your Settings ⚙ and then Custom form styles

2. Click Edit in the Action column for your form

3. Select the Content tab and then the Edit ✎ in the header section

4. Enter your email address

5. Hit Done

 

If you have any other questions, please don't hesitate to reach out again.  We're always glad to help!