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February 11, 2020
Question

I would like the estimate option to allow me to send estimates to different people within 1 company. I don't need to cc. i nd to respond to different people individually

  • February 11, 2020
  • 1 reply
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1 reply

MariaSoledadG
February 11, 2020

Hi catherine11,

 

You'll want to create a separate estimate for each person that you want to send to. Once done, send them by batch.

 

Here's how:

  1. Click Sales on the left menu.
  2. Go to the All Sales tab.
  3. Locate and mark the estimate that you'd like to send.
  4. Click the Batch actions drop-down arrow, then select Send transactions.

Please check this article for more information: Customise Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

Reply to this thread if you have any other concerns. I'm always right here to help.