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June 21, 2025
Question

Can I create ingagement client letter templates in quickbooks online?

  • June 21, 2025
  • 2 replies
  • 3 views
No text available

2 replies

Level 1
June 21, 2025

Hi there, Maria.

 

I recommend creating an engagement letter for your clients outside QuickBooks Online or through a third party application since creating client letters in QBO Accountant Canada users.

 

I recommend providing feedback to our product engineers about this feature. It will help us enhance our services for everyone. 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.

 

You can consider visiting our QBO app store to browse for a third party app that's compatible with your needs.

 

If you have additional concerns, please feel free to leave a reply below.

SIAB
Level 2
June 22, 2025

@Mariia-Medvedieva 

If you are a service company, you can use a proposal management app to sync with QBO to send engangement letters to clients and accept payments by credit card and BACS.