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April 8, 2024
Question

Do we have the option to text estimates?

  • April 8, 2024
  • 1 reply
  • 0 views
I see we have option for invoices but not estimates

1 reply

April 9, 2024

Hello there, Epleneve.

 

In QuickBooks Online, the option to send estimates via text message is currently unavailable. However, I have a workaround that can help you achieve it. Let me walk you through to get you going.

 

Here's how:

 

  1. Click + New and select Estimate.
  2. Prepare the transaction with the necessary details.
  3. Click the Review and Send drop-down button and select Share link.
  4. Copy the link and click OK.
  5. Paste the link to a text message and send it to your customer's phone number.

 

While there's no direct option to send estimates using a text message, I recommend sending feedback directly to our product engineers. 

 

Here's how:

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Select Next to send it.

 

After your customer approves the estimate, you can consider converting it to an invoice in QuickBooks Online.

 

Other than that, please don't hesitate to leave a reply if you have additional concerns besides sending estimates via text message from QuickBooks Online. We're always here to help.