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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Archie_B
QuickBooks Team

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Hi there, Mandlseptic. I'll go over some details about the customer's ability to review and accept estimates sent via email in QuickBooks Online.

 

Yes, with the new estimate and invoice experience, your customers can review and approve your estimate online, right from the email you send them. You'll receive notifications once your customer has reviewed and approved the estimate, and the status of your estimate in QuickBooks will be updated automatically or choose to update it manually.

 

However, if you have the old estimate and invoice layout/experience, you'll need to manually update the status of your estimate once your customer has accepted it. Here's an article for more information: Create and send estimates in QuickBooks Online.

 

You can also check out this link to learn more about the newly added features for invoices and estimates: See what’s new with estimates and invoices in QuickBooks Online.

 

Return to this thread if you still have follow-up questions or other concerns about estimates and invoices. I'll be happy to assist.

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