Can we send estimates through Quickbooks and once approved, allocate the chargeable time from these estimates as projects that can used on a timesheet in an app?

Hello,


We would like to be able to produce estimates/quotes online and then (once approved by our clients), make this chargeable time available to be selected by staff once completed. This way our staff can allocate their time spent to specific projects and we can see where projects have come in over or under budget (allowing us to adjust our next estimate). Whilst I can see it is straightforward to produce an estimate in quickbooks, I am struggling to identify a suitable timesheet app that will be able to import the right data from Quickbooks to allocate time on a timesheet - most are effectively just 'on/off' time switches for different clients and we need time to be allocated to specific tasks detailed in the estimates for different projects.

It may be that there are no apps that link with quickbooks in this way, in which case I would love to hear about alternative options!


Many thanks

Answer

Hello paul,

Yes, you can send estimates to your customers. When you send the estimates, just click the Save and send button. However, once it's approved, you have to manually allocate the chargeable time and create transactions.

Here are some articles about Projects for your reference:

You can check our website: https://apps.intuit.com/ for lists of third-party applications that you can check.

Let me know if you have any other concerns. I'm here anytime you need assistance with QuickBooks Online.

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IntuitKristine , Community Support Specialist
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