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January 8, 2023
Question

How do i send my estimates from gmail account like i do with invoices?

  • January 8, 2023
  • 1 reply
  • 0 views
I'm using quickbooks online, and found out how to send invoices, but can't find anywhere to customise estimates?

1 reply

LieraMarie_A
January 8, 2023

Hey there, @2083070. It's a pleasure to have you here. Thanks for reaching out to us.

 

Being able to send estimates from your Gmail address like you do on invoices would be a great option. I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

 

Here's how:
 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

For your reference, check out this link: How to Submit Feedback.

 

In the meantime, you can send the estimates manually by selecting Print/Preview, downloading the PDF, and sending it via your own email. Additionally, you'll want to get some ideas on how to personalise and add specific info to your sales forms. Check out this link: Customise Invoices, Estimates, and Sales Receipts.

 

We're always here if you need further assistance with customising your forms. Feel free to leave a comment and we'll be happy to help. Take care always, @2083070.