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August 8, 2022
Question

Hi i am not able to view, in my emails, quotes that i send to my clients. Is there a way i can changes this in my settings on quickbooks?

  • August 8, 2022
  • 1 reply
  • 1 view
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1 reply

QuickBooks Team
August 8, 2022

Hi julielangstaff-g,

 

It's great to see you in Community.  Welcome!  QuickBooks Online is a dynamic program with the features you need to stay on top of your work.  You can enable the feature to receive customer estimates in  your email.  I'd be happy to show you how!

 

Follow these steps to receive a copy of the estimates;

 

1. Open Settings ⚙ in the top right of  your QuickBooks Online account

2. Select Account and settings

3. Click on the Sales tab and select the Edit ✎ to the right of the Messages section

4. Put a checkmark in the Email me a copy at box

5. Use the ▼ dropdown menu and choose Estimate from the Sales form field

6. Click Save and then Done

You're all set!

 

If you have any other questions, please don't hesitate to reach back out.  Your success is our number one priority and we'd love to help!