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Sales Solutions
B2B Sales App
Sales Rep App
Customer Order App
Catalogue App
App Store App
B2B Sales Portal
Integrations
Industries
Food & Beverage
Health & Beauty
Homeware
Fashion
Pricing
Case Studies
Resources
User Guide
Blog
App Downloads
About
Who We Are
Contact Us
Log In
Book a demo
Get Started
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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.