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AFC1
October 19, 2020
Question

Can I setup an electronic signature on the quickbooks online version?

  • October 19, 2020
  • 3 replies
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3 replies

R
ReyJohn_D
October 19, 2020

I've got a couple of info and steps to ensure you can manage electronic signatures in QuickBooks Online (QBO), @AFC1.

 

Currently, QuickBooks Online doesn't have the E-signature feature. This is available on the mobile app and the QuickBooks Desktop version. Though, you can use e-signature when signing authorization forms (for payroll). For now, you can manually affix your signature or integrate a supported third-party app that's able to do this. 

 

There are two ways to look for a third-party app. First is by going to the apps.intuit.website or navigating the Apps menu in your QBO account. Let me guide you how:

 

  1. Go to the Apps menu at the left pane.
  2. Select the Find Apps tab, and then type a keyword in the search bar like "E-signature."
  3. Click the magnifying glass to search, and then choose the app that suits your need.

To keep up with the latest news and product enhancements, I recommend visiting our QuickBooks blog page. To know the newly added features, you can go to the What's New in QBO tab.

 

If you wish to control and maximize  QBO features to your advantage, you can go to the Accounts and Settings page to modify them. For more tips, please review this article: Edit company settings.

 

I'm always around to help if you have more questions about managing your QBO account. Just click the Reply button so I can assist you further. Take care and have a good one.

M
Mike2163
November 19, 2020

QBO says there are no apps for electronic signature.  I don't think that's true.  What do others use?

MariaSoledadG
MariaSoledadG
November 19, 2020

I have another way on how you use the electronic signatures in QuickBooks Online, Mike2163.

 

If you want the capability to e-sign your invoices and estimates, you can do this on your phone or tablet when using the mobile app. The mobile app gives you touch-screen capability that is easier for you to perform or accept e-signature. However, if you're sending the email remotely, this option isn't available yet.

 

If you want to use a third-party app that you can integrate with QuickBooks, you may want to go to the App Center and search for one. You'll have the option to read the app's description and check out the reviews to better give you an idea of selecting the app that works best for you.

 

You can also refer to this article for more information: Use- E-signatures To Sign Authorization Forms. Also, take time to read these helpful articles so you'll be able to get ideas on the available features that you can enjoy in QuickBooks.

 

Reply to this thread below and let me know how it goes. As always, you can get back to us anytime if you need further assistance.

Fiat Lux - ASIA
Fiat Lux - ASIA
October 20, 2020

@AFC1 

You may consider a 3rd party app to do so.

e.g Should you need your client to approve your Estimate, you may utilize this app

http:// get.practiceignition.com/quickbooks

 

D
DGB2021
January 12, 2021

@AFC1 were you ever able find an app that offers this? I've been spending considerable time researching the right solutions, but I would like to hear other peoples experience.

 

@KlentB is this something that QBO is considering adding to their platforms? In this day and age it should be standard on all platform. At least the option to integrate an app like Docusign directly without having to have a third party involved.

 

 

    Rubielyn_J
    Rubielyn_J
    January 12, 2021

    I recognize the importance of being able to add an electronic signature in QuickBooks, @DGB2021. 

     

    I'll share some ideas to get you back up again. 

     

    If you haven't found a third-party app, you may consider the idea of our Community backers, @Fiat Lux on what app is best to use. 

     

    Rest assured our engineers are considering these ideas. I'll also take note of this and relay this message to our team. 

     

    In the meantime, consider checking out our QuickBooks Blog for the recent updates and new features. 

     

    Meanwhile, I'll be adding this Community resource if you've got other QuickBooks concerns such as setting up payments, managing your income and expenses, running reports, etc. Please refer to this article for more details: Community help articles.

     

    Please mention my name if you have anything else to ask. I'll be around to help you. Have a great Wednesday.

    M
    Monika1983
    December 20, 2023

    Hello,

     

    Is there any update on using electronic signature within QB Online (specifically Plus) without 3. party app?

    Also - I didn't find any relevant app for it. DocuSign is only for Advanced version and ONLY for Estimates, and we need it also for Invoices.

     

    Thanks!

     

    Monika

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