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peter124
December 11, 2022
Question

Is there a way to offer clients financing for estimates provided through QB?

  • December 11, 2022
  • 4 replies
  • 30 views
No text available

4 replies

Angelyn_T
Angelyn_TModerator
Moderator
December 11, 2022

Hi, Peter.

 

I love to share details to achieve your goal today. However, I need to gather more information to give a timely solution. If I may ask, are you trying to allow your clients to manage estimates in QuickBooks? Or offer third-party software for estimate entries?

 

Additional information would be greatly appreciated. I look forward to working with you again. Keep safe!

peter124Author
December 11, 2022

I am referring to offering credit/financing to a client through a link on QB.  For instance, other estimating software such as Joist or HousecallPro, when you send an estimate, it will have financing application option for the customer.  Can QB do that?  So the client can apply for financing for the project/estimate?

Ethel_AQuickBooks Team
QuickBooks Team
December 11, 2022

Hello there, @peter124.

 

I can understand how having the ability to provide your client with financial aid in addition to your estimations is an essential component of any firm. QuickBooks improves by finding new methods to adjust to the needs of our customers. Your suggestions help our product development team in selecting the feature to include in the upcoming release. They will base the modification on how well-liked a particular feature request is.

 

I advise sending a product recommendation directly to our software engineers. We will note your suggestions and observations. Follow the steps below:

 

  1. Go to the Gear icon at the top. 
  2. Click Feedback.
  3. Enter your comments or product suggestions.
  4. Then choose Next to submit feedback.

 

To improve your experience with QuickBooks Online, our Product Development team receives your feedback (QBO). The webpage for QuickBooks Online Feature Requests allows you to follow feature requests.

 

Feel at ease to get back to this thread if you have other concerns about estimates. I'll be more than happy to help.

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