SETUP GUIDE

Automatic follow-up for QuickBooks proposals

QuickBooks can BCC you on estimates and invoices.

  1. In QuickBooks Online, open Settings (gear) → Account and settings → Sales.
  2. Under “Messages”, find “Email a copy of all sales forms to” / BCC.
  3. Enter your-address@in.replybump.com and save.
  4. Estimates (and, on Pro, invoices) now reach ReplyBump. Approve QuickBooks’ sender the first time.
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