How do I approve a quote that has been made via Onsight in QuickBooks?

  • Log into your QuickBooks Online account.
  • Select ‘Transactions’ from the left-hand side menu.
  • Select ‘Sales’.
  • A list of all your synced quotes/estimates should be displayed.
  • Select the quote/estimate you want to approve.
  • Details of the quote/estimate you have selected should display.
  • Click on the ‘Pending’ tab found in the top right-hand corner of the screen. A dropdown menu should appear.
  • Click ‘Accepted’.
  • Complete all appropriate information in the ‘Accepted By’ and ‘Accepted Date’ fields that are provided.
  • Enter the email address of your client.
  • Select ‘Save and Send’ to approve the quote/estimate.
Back