In QuickBooks Online Advanced, the DocuSign eSignature Connector lets you connect DocuSign to QuickBooks so you can create an estimate in QuickBooks, send it to DocuSign, and track the status from either app at the same time without any extra work. 

This video goes over how to link QuickBooks Online Advanced to DocuSign, send estimates to clients, and then track their signatures. 

To get started, select apps, and then search for the “DocuSign eSignature Connector by QuickBooks.” 

Give permission for QuickBooks and DocuSign to communicate with each other. Sign in to DocuSign or create an account if you need one. 

Once they are connected, Select “New” and then “Estimate.” 

Then fill out the estimate like you normally would. 

QuickBooks sends the estimate to DocuSign for your approval before sending it to your customer. 

Edit recipients as you need to, then select “Send.” Your customer receives an email with your estimate and can review and sign the estimate to approve it in DocuSign. 

Its status is automatically updated in DocuSign. And In QuickBooks, you can monitor the progress from “Manage in DocuSign.” 

Simple as that. You’re ready to send estimates through QuickBooks Online Advanced and Docusign.