QBO Estimates
196 results found
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Simple Enhancements for Managing Estimates
Hello QuickBooks Team,
The Estimates feature in QuickBooks Online is easy to use and very practical. Adding options like automatic reminders for pending estimates and clearer visibility of accepted or declined estimates would help businesses stay organized and follow up more effectively.
Thank you for your continued work on improving QuickBooks Online.
Best regards,
@agar online1 vote -
Estimate Status and Workflow Enhancement
Hello QuickBooks Team,
QuickBooks Online Estimates are very helpful for managing quotes. It would be great to have clearer estimate status updates, such as when a client views or accepts an estimate. Improving the automatic conversion from accepted estimates to invoices would also make daily workflows more efficient.
Thank you for continuing to improve QuickBooks Online.
Best regards,
@kinda hard golf1 vote -
Small Improvements for QuickBooks Online Estimates
Hello QuickBooks Team,
I find the Estimates feature in QuickBooks Online very useful for sending professional quotes to clients. I would like to suggest a few small improvements.
More customization options for estimate templates (such as layout or fonts) would help businesses better match their branding. It would also be helpful to see basic client activity, like whether an estimate has been viewed. Lastly, improving the workflow from accepted estimates to invoices could save time.
Thank you for providing a great product and for listening to user feedback.
Best regards,
@Retro Bowl 261 vote -
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1 vote -
How to Avoid the “Review and Pay” Notification When Sending Estimates?
Hello everyone,
I'm sending quotes using QBO Estimates, but the emails always display “Review and Pay,” leading customers to mistakenly believe they need to pay immediately.
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I just want to send quotes, not cause any confusion.Does anyone know how to disable or change this notification in emails?
I would greatly appreciate any advice, thank you in advance!
1 vote -
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Automatically Syncing Price Updates in QuickBooks for Tech Stores
For stores selling tech gadgets like SSDs, gaming mice, or mobile accessories, prices often fluctuate due to demand or supplier costs. Manually updating QuickBooks every time can be tedious and prone to errors.
It would be extremely useful if QuickBooks could automatically sync price updates from your e-commerce platform, ensuring accurate bookkeeping and avoiding overcharging or undercharging customers.
For those looking for a practical example, our store frequently updates SSDs, mobile accessories, and gaming gear prices in real-time. You can see how we manage dynamic pricing here: [Your Shop Link]
This approach helps other users see a real-world implementation while…
1 vote -
Need Better Tools for Handling Quantity Estimation in Project Work
I hope the team and community are doing well. I work on different project-based tasks where I regularly prepare estimates, and one thing I feel missing in QBO is a smoother way to manage quantity estimation inside the estimates section. Right now, I have to calculate most quantities manually or through an outside sheet before entering them into QBO, and sometimes I even refer tools like https://tylerestimating.com/quantity-takeoff-services/
when I need quick support for quantity takeoff. It works, but it feels time-consuming, especially when we handle multiple items or changes from clients. It would be very helpful if there was an…1 vote -
Playpelis Smart TV: Easy Access to Streaming on Any Device
Really appreciate the discussion here about improving QBO Estimates — especially the suggestions around making customization easier for users who work with clients across different countries. When handling paperwork for people applying for visas or residency, having clearer estimate fields saves a lot of confusion. I’ve been using a helpful verification service lately and thought others might benefit too:https://playpelis-apk.com/playpelis-en-smart-tv/. Better integration options in QBO would make these workflows even smoother. Hopefully the team considers adding more flexible estimate tools in future updates!
1 vote -
How Police Nepal Online Makes Reporting Fast and Easy
Nice thread! I’ve been using QuickBooks Online estimates a lot lately, and I totally agree with some of the pain points mentioned here especially how estimates don’t always map cleanly to invoices in complex workflows. you might find this tool useful: https://policereportonline-np.com/ Also, if you ever need to track or report work done in more of a “police-style” reporting way (e.g. for security-consulting or compliance projects).
1 vote -
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Flexible units for line items in Estimates
I use Estimates a lot, and one thing that would really help is the option to choose my own units for each line item. Sometimes I need to quote by length or area instead of just quantity, and I still want it to link cleanly to my inventory.
This would save a lot of manual work. Hope you can consider it — I’d be happy to try it out if you ever test a new version.
1 vote -
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Please…1 vote -
How to Improve QuickBooks Estimates & Deposits Using AI Automation Services
One effective way to improve the QuickBooks Estimates and Deposits workflow is by using AI automation services to streamline manual steps. For example, AI can automatically convert approved estimates into invoices, update deposit records, match payments to customer accounts, and reduce human errors in calculation or data entry.
With AI-powered automation, you can:
Auto-track estimate approvals and status changes
Generate invoices and receipts instantly
Automatically match bank deposits to customer payments
Send follow-up reminders without manual effort
Maintain accurate audit trails with less manual bookkeeping
This helps speed up the accounting workflow, improves financial accuracy, and saves time for teams…
1 vote -
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1 vote -
Improving the QuickBooks Estimates and Deposits feature could significantly enhance how businesses manage their cash flow
QuickBooks is one of the most widely used accounting platforms for small and medium-sized businesses. Its Estimates and Deposits feature helps companies create professional quotes and manage client payments efficiently. However, there’s still room for improvement to make the process smoother, faster, and more intuitive. Let’s explore how QuickBooks could enhance this feature to improve user experience and financial accuracy.
1 vote -
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For other
QuickBooks Estimates and Deposits makes managing your finances easier and more convenient. Create estimates for customers, accept deposits, and automatically track payments. This helps you avoid mistakes and keep your accounting in order, saving you time to grow your business.
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1 vote -
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1 vote
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