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January 24, 2024
Question

Does the app have the ability to show when a quote has been sent and opened like it does for invoices? Thanks

  • January 24, 2024
  • 2 replies
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2 replies

MariaSoledadG
January 24, 2024

I have some information about the ability for quotes to show when it has been sent, Onecap.

 

For now, being able to show quotes of when it has been sent out to customers is unavailable. You'll want to consider using a third-party application. Here's how:

 

  1. Go to Apps.
  2. Click Finds Apps.
  3. Type estimate in the Search for an app field.

 

You'll only have to make sure to check its reviews and ratings to ensure you're choosing the right one for your business.

 

Moreover, learn how you can convert an estimate directly into an invoice. To give you more details on this, browse this article: Convert An Estimate Into An Invoice In QuickBooks Online.

 

You can always let me know if you still need further assistance. The Community is always here to help you 24/7.

January 25, 2024

@onecapelectrical 

If you run a service company, you can use a proposal management app to integrate with QBO.