Wondering how to add a signature in QuickBooks Online? Well, you’re not alone.

Once you learn more about QuickBooks Online signature capture, you can use this knowledge to better your approval process. 

In this article, you’ll answer the following questions: 

• How do I add a signature to QuickBooks Online?
• How can digital signatures help my business?

Keep reading for answers to these questions and to learn how Method simplifies your process.

How do I add a signature to QuickBooks Online?

As per our expertise, QuickBooks Online is popular because of its ease of use and ability to manage multiple companies from a single location.

With it, you can:

• Track sales orders.
• Issue a payment.
• Pay bills.

QuickBooks Online also allows you to create reports, generate financial statements, and perform other functions that would otherwise require additional software or services.

Our team discovered through using this product that despite being a cloud-based program, QuickBooks Online does have some limitations.

One is that it cannot accept electronic signature capture without a supported third-party app. So, you can’t sign checks or documents using QuickBooks alone.

To overcome this limitation and learn how to add signatures in QuickBooks Online, use trusted QuickBooks integrations that offer QuickBooks Online signature functionality, like Method.

How to add signature in QuickBooks Online with Method

With Method, you can add electronic signature capture to your documents. This is possible through its seamless two-way sync with QuickBooks Online and Desktop.

To start with QuickBooks Online signature capture through Method, sign up here if you don’t have an account yet. From there, you will find e-signature capture in the following apps:

• Estimates.
• Proposals (pictured below).
• Work Orders,

You can also customize your Method account to add the QuickBooks Online e-signature feature to other apps, such as Invoices.

Unlike other third-party applications with QuickBooks electronic signature functionality, there is no limit to how many and what type of documents you can sign with Method. You can add signatures on estimates, invoices, and work orders, which are only a few examples.

Now that you know how to add a signature in QuickBooks Online, let’s review its benefits.

How e-signature grows your business

Signatures are an important part of most business transactions but can be time-consuming and labor-intensive.

Based on our first hand experience, with e-signatures, you can quickly and easily verify a person’s identity without the grunt work. Below are the full benefits of e-signature capture. 

Get paid sooner

Knowing how to add a signature in QuickBooks online helps your business. An esignature makes it possible for you to access and sign documents anywhere, anytime. As indicated by our tests, not only does this increase your productivity, but it also speeds up your processes.

The virtual nature of digital signatures supports remote workers, digital nomads, and those on the go.

When you can sign documents from anywhere, you’re empowered to close deals quickly.

You no longer have to wait for documents to be physically delivered to clients. Instead, they can approve contracts within seconds from their inbox using a QuickBooks Online signature. 

Based on our observations, a quick turnover helps you sharpen your quote-to-cash workflow and build a positive reputation for your business.

Automate your admin work to increase efficiency

Through our practical knowledge, knowing how to add a signature in QuickBooks Online enables faster approvals from clients and suppliers. They eliminate the tedious back-and-forth mailing of hard-copy documents needed when relying on handwritten signatures.

As most business documents are drafted online, concluding agreements virtually allows you to seamlessly search, sign and send documents. You’ll be automatically alerted on a change in status immediately so you can react in real-time.

All of this without having to print, manually sign, scan, and send them out to relevant parties.

Improve customer experience

With online documents, there’s no need to wait at the printer to collect or scan a print signature. That goes for both customers and business owners.

Plus, you can accept your customer signatures instantly to alleviate concerns about cash flow, and also ensure secure transactions. As a result, you make your customers happier to drive loyalty and retention.

Can I set up an electronic signature on QuickBooks Online?

After using QuickBooks, we have found that it doesn’t offer e-signature capture in any Online version. 

However, it’s possible to implement an e-signature capture feature with an integration.

But then the question shifts to “How do I add a signature to QuickBooks Online with an integration?”

With Method, you can add signature capture to any document that needs it. Watch the video below to see what other awesome features Method users love.

Alternatives for QuickBooks Online electronic signature capture

DocuSign

Image credit: TitanFile

DocuSign E-Signature Connector is an app by Intuit that integrates with QuickBooks Online to capture customer signatures in online documents.

It has a simple drop-down menu that includes your signature options and preferences. This makes it easy to place signatures in the pre-set signature window lines.

The downside is that DocuSign is only compatible with QuickBooks Online Advanced, which is the most expensive plan.

It’s also rather pricey. The cheapest plan is for a single user at $10 a month. If you need to provide QuickBooks electronic signature capabilities to a team, the price becomes $25 per user. 

Given that DocuSign only adds digital signature capabilities, it’s hard to justify the cost compared to tools like Method CRM that offer more than just basic functionality.

QuickBooks Online iOS or Android app

Image credit: Intuit QuickBooks

QuickBooks Online offers built-in e-signature tools that are only available on their iOS and Android apps. They let you capture customer signatures on estimates or invoices from your mobile phone or tablet using touchscreen functionality, so no piece of paper required. 

Since this app is only available for your mobile device, you’ll need to be physically present to capture customer signatures.

That means that you won’t be able to email online documents like a PDF file to your customer for remote signing. This lessens the convenience of esignature capture and gives it less of an advantage over a print signature format.

Next step: Get the best digital signature integration for QuickBooks Online

Good news: you no longer have to wonder how to add a signature in QuickBooks Online. Now you know that’s possible with Method!

Sign up for your free trial and start capturing digital signatures today!

How to add a signature in QuickBooks Online FAQs

How do I add and remove a signature for checks in QuickBooks Online?

It is currently not possible to add and remove a signature for checks in QuickBooks Online. Your best bet is to check out the QuickBooks app marketplace for third-party apps with that functionality.

How do I change my QuickBooks Online signature preferences?

To change your QuickBooks Online signature preferences in Method:

• Go to “Edit Signature”
• Click the “Settings” drop-down menu.

For more information on editing your QuickBooks Online signature preferences, click here.

How do I put two signatures on a single check in QuickBooks?

There is currently no designated QuickBooks Desktop or QuickBooks Online signature functionality to add two signatures to a single check. 

To get around this in QuickBooks Desktop, you can stack two signatures on checks in a single image file (your “signature image”), which you can then import and place on your check. 

Ensure the spacing between both signatures is the same as on the check. It may take some trial and error to get right, but you should be able to align everything properly.

Can I setup an electronic signature on any version of QuickBooks Online?

No, QuickBooks Online itself does not have built-in electronic signature functionality in its web version. The mobile QuickBooks iOS/Android app supports limited e-signature capabilities for sales forms like invoices and estimates only. For broader use cases (e.g., contracts, work orders), you will need to integrate third-party apps such as Method CRM or DocuSign. These tools provide seamless integration with QuickBooks Online and allow for e-signature capture across various document types

What documents can I e-sign with Method CRM?

Method CRM integrates with QuickBooks Online and allows users to apply e-signatures to a wide range of documents, including:

• Estimates.
• Proposals.
• Invoices.
• Work orders.

Method CRM offers unlimited e-signature requests and customizable preferences, making it a versatile solution for businesses looking to streamline their document approval processes

Image credit: LinkedIn Sales Navigator via Pexels.

QuickBooks electronic signature capture is crucial when providing approvals for estimates, invoices, and other financial documents.

There are several ways to sign documents electronically using QuickBooks. But all of these require an external integration.

In this blog, you will learn the benefits of how to capture signatures for QuickBooks Online using a trusted, third-party application like Method!

Does QuickBooks have electronic signature capture?

QuickBooks has become a very popular accounting software program. Its popularity has grown tremendously over the last decade.

It offers a wide variety of features, such as:

• Payroll management.
• Inventory tracking.
• Sales reporting.
• Customer relationship management.

However, QuickBooks does not have an electronic signature capture option. It does let you add a custom field for a physical signature to invoices, but that’s it.

The only way to achieve QuickBooks signature capture is by using a trusted, third-party integration such as Method.

That said, here’s how to make e-signatures possible for each QuickBooks version.

QuickBooks Online

Image credit: QuickBooks.

QuickBooks Online is a cloud-based accounting software that lets you connect remotely from anywhere with an internet connection. This gives you the freedom to manage your business finances on the go. Without third-party integrations, e-signatures in QuickBooks Online EasyStart, Essentials, and Plus are unfortunately not possible.

QuickBooks Online Advanced

Image credit: QuickBooks

QuickBooks Online Advanced is a cloud-based program for growing businesses with more complex processes. However, that also means it has additional costs. At a regular price of $200 a month, it gets expensive for small business owners.

Many businesses choose QuickBooks Online Advanced because it gives them access to premium apps such as DocuSign E-Signature Connector.

Image credit: TitanFile

DocuSign integrates with QuickBooks Online Advanced to offer online signature capabilities. However, it is only available through the Advanced plan. You’ll also need to purchase DocuSign separately at a minimum of $10 per month, which adds up quickly.

QuickBooks Online mobile app for iOS and Android

Image credit: Intuit QuickBooks

QuickBooks Online offers a mobile app for iOS and Android that lets you capture signatures on estimates on the go.

This user-friendly app means that you don’t need to wait at the printers or carry physical forms with you. 

However, you can only capture an online signature with this app from your mobile device. That means if you want your customer to sign an estimate, invoice, or sales receipt, you’ll need to physically be present with them to collect the authorized signature.

QuickBooks Desktop

Image credit: Go Get Geek.

Like QuickBooks Online, QuickBooks Desktop is an accounting software. However, this version is only accessible from your office computer. Making it near-impossible to work on the go.

QuickBooks Desktop is now only available as a comprehensive accounting software solution. It comes with all the bells and whistles — and the price tag to match. At $1,830 per year, it isn’t affordable for all small-to-midsized business owners.

QuickBooks Desktop for Windows

QuickBooks Desktop version for Windows offers several advanced features including:

• Up to 40 users.
• Payroll.
• Invoices and estimates.
• Reporting.
• Access to over 200 third-party apps (additional costs may apply).

You’ll also gain access to a mobile app, however without the online functionality, it is best used for uploading receipts.

QuickBooks Desktop for Mac

Apple Mac computers are becoming increasingly popular for businesses. Intuit has developed a Mac version of QuickBooks Desktop, however it still lacks the same functionality that the Windows version holds.

In comparison to QuickBooks Desktop for Windows there are:

• Fewer options for reporting and payroll
• Limited inventory features.
• Integration with third party applications is not as frequently supported.

That isn’t to say QuickBooks Desktop for Mac is not usable. It’s still a great accounting option for Mac users. However, it does take a backseat to the Windows version.

At this time, e-signature capture is not possible on QuickBooks Desktop without using an integration like Method.

How to capture signatures using the QuickBooks app ecosystem

Use applications in the QuickBooks ecosystem to implement e-signature capture for your digital format documents.

Apps in the QuickBooks ecosystem include any software in the QuickBooks app store. With these vetted integrations, you can extend the power of QuickBooks to include capabilities like digital signature capture, email marketing, inventory management, and more.

Benefits of integrating e-signature software with QuickBooks

The ability to sign a document anywhere, anytime, is only one of the many benefits of integrating a QuickBooks electronic signature solution.

Below are some of the other ways you can benefit from a QuickBooks signature capture  integration:

• Save time: Since you don’t waste time scanning or sending documents, you can focus on other essential tasks. In addition, you won’t have to wait for documents to arrive or be returned before you work on them.
• Reduce costs: Since you don’t pay for printing costs, you can save money on ink cartridges, toner, and paper. You can also reduce shipping costs since you won’t have to mail physical copies of documents.
• Improve organization: If you use e-signing, you can store all your signed documents online. This makes it much easier to manage all of the documents — anywhere, anytime.
• Get paid faster: On average, e-signatures shorten your sales cycle from eight days to three hours. All of which means you get paid sooner.

How QuickBooks e-signature capture helps your business

Keep your cash flow healthy

Most small to midsized business owners have experienced the pain point of outstanding customer payments.

In using e-signature capture, you can shorten sales cycles from days to only a few hours. Digital signatures allow for a faster, smoother, and simplified experience.

Making it easier for customers to pay you keeps your cash flow healthy!

Automate your contract workflow to increase efficiency

Save time on manual tasks like hard-copy signage and delivery with QuickBooks digital signature capture. When you implement e-signature capture into your workflows, your clients get contracts signed and sent to you faster. As a result,  your employees can get straight to work and generate more revenue for your business. 

This automation saves precious time that your team can now dedicate to your customers.

Improved security

E-signature capture is more secure than hard copy manual signage because it’s more difficult to replicate.

Moreover, you can ease any worries about using QuickBooks digital signature solutions on apps.com as Intuit regularly audits these tools for security.

For example, Method hosts its services through Amazon Web Services and uses insured standard encryption and security practices to keep your client data safe.

Easier document organization

Digital documents are much harder to misplace than paper copies because you can store these in a drive.

Keeping all of your digitally-signed documents online reduces the risk of confusing information between clients or misplacing signed agreements.

Quick and easy approvals

E-signature functionality lets your customers approve estimates and pay deposits with the click of a button.

You and your customers can sign off on approvals at any place, any time. That means no more fiddling with printers and scanners during your approval process.

Better customer experience

The expectation from your customers is that they should be able to perform business interactions with you online. 

So, it’s important to deliver a digital, self-serve experience to your customers — especially for signature capture and approvals.

Plus, your customers will enjoy a more positive customer experience as a QuickBooks digital signature capture is easier and stress-free.

With a QuickBooks electronic signature, your customers can sign and review documents from virtually anywhere.

Where you can use QuickBooks e-signatures

With QuickBooks e-signatures, you can capture a customer signature to approve a digital payment securely. You can use signature files in several ways:

• Estimates.
• Invoices.
• Proposals.

That said, uploading a QuickBooks electronic signature file is a convoluted process that involves signing a piece of paper and scanning it to your computer. Consider integrating QuickBooks with a trusted, third-party app such as Method, which authorizes signature functionality on-screen.

Find out more about how that works below.

Achieve QuickBooks signature capture with Method

With Method, you can add signature capture to any document that can use it. Here’s a peak at what QuickBooks signature capture looks like in the Proposals App.

Method’s two-way sync with QuickBooks Online and Desktop ensures optimal QuickBooks digital signature capture. Just send a link to the document so your customers can digitally sign instantly.

Better yet, e-signatures in Method have no signature limits (unlike other QuickBooks digital signature solutions).

QuickBooks signature capture: Get started with Method

The benefits of using QuickBooks with Method are abundant. Watch the video below to see why QuickBooks users love using Method.

Aside from helping you capture signatures for estimates and proposals, you can also:

• Manage your sales pipeline.
• Create personalized templates for invoices, estimates, and other financial documents. 
• Offer your clients a self-serve customer payment portal. 
• Build detailed analytics reports using automation. 

QuickBooks signature capture FAQs

How do I use electronic signatures for checks and paychecks?

QuickBooks does not let you add an electronic signature to checks and paychecks, but you can attach an image of your signature to checks and paychecks. In this case, your signature must be handwritten and scanned to your computer.

To enable this feature, select your digital signature from the signature preferences menu and drop it into the signature field on-screen. This lets you sign once and have it printed on all your future checks and paychecks (Instead of handwriting it each time).

Is an electronic signature legally binding?

Electronic signatures can be legally binding. The validity of an electronic signature depends on local legislation and the means by which the signature is captured. Electronic signatures are typically more secure than handwritten signatures, as those are easier to tamper with.

How much do QuickBooks electronic signatures cost?

Electronic signature capture is included free with QuickBooks, but comes with limitations. It needs to be handwritten and scanned to your computer, which is an issue when dealing with multiple customers.

Consider integrating your QuickBooks software with an affordable, trusted, third-party app like Method. You’ll speed up your approval process by capturing digital signatures on-screen, so your customers don’t need to jump through hoops to do business with you.

Get started with Method with a free trial. No credit card required!

 Image credit: Mikhail Nilov via Pexels

QuickBooks Online electronic signature capture is a popular feature request from users and it makes sense why.

People often ask if you can add a digital signature to QuickBooks Online, which would let you:

• Close sales faster. 
• Sign contracts seamlessly.
• Make adding a signature from checks and invoices a simple process.
• Track status of payments.
• Confirm estimates to clients instantly.

Does QuickBooks have electronic signature capture? No, it currently does not exist at this time. But that doesn’t mean it’s impossible. With the help of tools like Method, implementing electronic signature QuickBooks Online capture is simple.

Keep reading to learn why a QuickBooks Online e-signature feature is necessary for your business and the steps for how to implement one.

What is e-signature capture?

Let’s start things off simply with a review of what digital signature solutions are.

Whether a signature is paper-based or electronic, its purpose remains the same.

As per our expertise, electronic or digital signatures are ways of getting approval on electronic documents. Depending on local legislation and how e-signatures are captured, they are typically legally binding — whether they’re handwritten signatures or typed out.

Can I set up a QuickBooks Online electronic signature?

Does QuickBooks have electronic signature capabilities? Digital signature files are crucial to your business operations, but our findings show that it’s not currently possible to make a QuickBooks electronic signature. However, that does not mean that all is lost.

Apps that already exist in the QuickBooks Online ecosystem, like Method, make implementing e-signature capture seamless.

With hundreds of QuickBooks app integrations to choose from, you can improve your payroll, project management, human resources, expense tracking, and so much more.

Benefits of integrating e-signature software with QuickBooks

Shorten your cash flow cycle

Cash flow cycles refer to how money moves in and out of your business.

Based on our first hand experience, having customer signatures approved on an electronic signature file will significantly decrease the time gap between signatures.

As indicated by our research, using e-signature shortens the sales cycles from eight days to three hours, drastically improving turnaround time for approvals and payments.. 

Better yet, you don’t have to follow up with customers when you close deals this quickly. The result is a shortened quote to cash workflow for the whole company.

Another plus is that your cash flow remains consistent (versus having a big spike when you remember to collect outstanding payments).

Close deals faster

You don’t want potential leads to develop deal fatigue waiting for documents to flow between each person.

With a QuickBooks digital signature you can get important documents signed and delivered in minutes, not days. This ensures every deal in your transaction workflow saves time for the whole company.

Automate your approval workflow

Here’s how an electronic signature for QuickBooks Online is one of the core features for improving workflow speed and efficiency.

Instead of printing and mailing out your documents, knowing how to add a QuickBooks electronic signature feature makes the delivery and approval of your documents immediate and possible across multiple devices. 

For example, you can send documents via email directly to clients for their signatures, simplifying the process and ensuring faster approvals.

Plus, automation is a great way to keep your approval process moving as things don’t get stuck when someone is on vacation or working on other tasks.

Improve customer experience

Did you know that signatures are completed 21 times faster with e-signatures? The reason for this is they’re just that easy to use!

“E-signatures are completed 21 times faster than physical ones.”

— TechTarget.

Plus, as indicated by our tests, an electronic signature is faster and more secure than a manual signature. This makes knowing how to add a QuickBooks digital signature imperative.

Spend time on value-adding customer activities

By implementing electronic signature capture for a digital payment process, your company can focus on value-adding tasks. Have your team spend their working hours nurturing relationships with your customers, instead of waiting to print signatures manually in physical forms.

You can add electronic signature features using Method.

Electronic signature QuickBooks Online: Apps to be wary of

DocuSign eSignature Connector by QuickBooks

Image credit: TitanFile

Developed by Intuit, this app provides electronic signature QuickBooks Online capabilities. It has a simple drop-down menu where you can set signature preferences depending on the style or context of the form you’re sending. Customers can sign documents directly in a signature window using their mobile device or desktop.

On the receiving end, your customer will get a prompt to place their signature wherever you need it. It’s a user-friendly way to have them sign a single file or entire document package.

But there’s a catch. It only works in QuickBooks Online Advanced, meaning you need to be on the most expensive QuickBooks Online plan for it to work.

DocuSign is also rather pricey — the cheapest option costs $10 a month for a single user. If you need to provide QuickBooks electronic signature functionality to a team, the price becomes $25 per user. 

Given that DocuSign only adds QuickBooks digital signature capabilities, the value at this price range is limited.

Adobe Acrobat

Image credit: Adobe

Adobe Acrobat is a third-party app with a feature called Adobe Sign that lets you make an authorized signature on digital documents. You can add signature preferences easily with its user-friendly menu, such as using an image file or drawing a signature yourself in the platform. 

That said, while it’s quick and convenient, Adobe Acrobat does have some limitations.

For one, the software doesn’t support creating custom fields, unless you purchase a more expensive version like Acrobat Pro Enterprise. This makes it difficult to create templates that work for different customers.

You will also be stuck using a .PDF file format, which is limiting for some business owners. This makes it difficult to provide a signature from checks and invoices.

Another question people ask is, “Does QuickBooks have electronic signature capabilities with Adobe Acrobat?” Unfortunately, the two software will not integrate with each other without an additional third-party tool.

While apps like DocuSign E-Signature Connector and Adobe Acrobat integrate with QuickBooks, they also limit the number of documents you can sign. 

Drawing from our experience, this makes it challenging to handle the growing number of signage requests that arise as you pick up more clients and agreement actions. 

Thankfully, you have a better alternative. 

The best way to add digital signatures to QuickBooks Online — Method

You can capture unlimited electronic signatures on estimates and proposals with Method — the #1 CRM and automation tool for both QuickBooks Online and QuickBooks Desktop users.

With Method’s electronic signature, you get effective invoice approval workflows and turn more quotes into cash. Combine your QuickBooks data with information such as sales activities and service history to better understand your customer base with Method. 

Start with your free trial today for e-signature capture in the Estimates App and Proposals App (pictured below). Better yet, customize Method to add e-signature to other apps like Invoices.

Sign estimates directly in QuickBooks Online Advanced

You can sign estimates directly in QuickBooks Online Advanced using a third-party application. A popular choice is DocuSign which offers on-screen digital signature capabilities.

However, DocuSign only offers e-signature capture. At $10 per month for a single user, this can be quite pricey.

Although not directly in QuickBooks Online Advanced, Method is a powerful tool that offers digital signature capture in addition to a suite of other features. Method includes the ability to send custom estimates and invoices that allow your customers to approve and pay a deposit at the click of a button, as well as capture an e-signature.

Unlike other QuickBooks electronic signature solutions, there is no limit to how many and what type of documents you can sign with Method. You can add signatures on estimates, invoices, and more through customization.

Your way forward: Method and QuickBooks Online signature capture

Adding a digital signature is easy. Learn how you can add electronic signature integration in this quick video tutorial.

As mentioned above, Method doesn’t limit the number of documents you can sign electronically. But this isn’t the only feature that makes it a winning QuickBooks Online electronic signature solution. 

With Method, you don’t just invest in a document signage tool. Instead, you get a powerful automation solution that optimizes every process, from approvals to signature capture and more!

Electronic signature QuickBooks Online FAQs

How do I add two signatures to a check in QuickBooks Online?

The process to add two signatures on checks in QuickBooks Online is difficult. If your company requires an additional signature for checks, you will need to write one signature on top of the other, then scan and upload an image file into QuickBooks.

What are the requirements for an electronic signature to make it valid?

An electronic signature file is perfectly valid and legal as long as the:

• Digital signature is unique to the person signing.
• Signee is under control of the electronic process they are using to make the signature.
• Technology used for the signing process can identify the signee(s).
• Electronic signature links with the signed document to determine if it has been changed since the signature was added.
• Local legislation recognizes electronic signature validity.

As long as you account for these details, your electronic signature is valid and legally binding.

Can you add a signature line to a QuickBooks invoice?

QuickBooks lets you add physical signatures to invoices using custom fields. However, QuickBooks does not offer an electronic signature option.

That said, you can add a signature line in Method to capture digital signature using Method’s no-code customization tools.

Can I type my digital signature?

Yes, you can type out your digital authorized signature using a keyboard instead of drawing it by hand. You can do this easily in Method’s signature preferences when you leverage its electronic signature integration.

Start your free trial of Method today. No credit card is required!

Electronic signatures refer to any electronic process that validates the acceptance of an agreement. Some spell it “eSignature” — others, “e-signature” — but all agree that electronic signatures make business processes more efficient.

Adding signature lines to your documents offers several benefits, including: 

• Workflow optimization. 
• Faster turnaround. 
• A smoother signing experience for everyone. 

Getting your customers to sign their names is often one of the trickiest parts of any deal, so making it a seamless process is essential.

The first step is learning how to add a signature in QuickBooks. This blog article covers everything you need to know on how to add a signature line in QuickBooks Online (QBO) and Desktop by integrating with Method CRM!

What you need to know about signatures in QuickBooks

Before learning how to add a signature line in QuickBooks, let’s go over why you’d want to in the first place.

Why signatures matter

You only close a deal when your customer has signed a quote or contract. With that in mind, facilitating a simple signature process is crucial to landing every opportunity.

Businesses have cut down in-person operations in favor of digital workflows, and e-signatures are part of this change. Digital processes and automation tools cut costs and speed up transactions. So, switching from physical signatures to electronic ones gives you significant benefits. Examples include:

• You don’t spend time and resources collecting signatures.
• Your customers and team members can sign vital documents in seconds.
• Digital payments give you an online register of every transaction.

Whether you’re authorizing work, approving estimates, or signing paychecks, e-signatures provide your customers convenience and security and make life easier for your team.

Signature vulnerabilities

Physical signatures can be easily copied and come with the hassles of printing and manually signing documents.

E-signatures, on the other hand, are easy to validate, and you won’t lose them like you might a piece of paper. 

Reasons to add signature to QuickBooks

Digital signature lines let you and your clients record signatures electronically, which spares you the time and aggravation of a manual signature process.

For example, e-signatures make taxes easier for your accountants and save them the hassle of printing checks when making payments to your vendors. They also make payroll accounting a breeze, as you avoid the arduous printer setup process whenever you send a paycheck.

With e-signatures, you can quickly sign estimates and other online documents. And your customers can do the same when paying bills or authorizing work.

Among others, documents that use e-signature lines include:

• Sales receipts.
• Estimates.
• Credit memos.
• Invoice templates.
• Paychecks.
• Service reports.

Here are some of the benefits of adding a signature line to QuickBooks Online and Desktop:

• Enhanced security: Digital documents are more secure than physical ones because they’re easier to validate and difficult to lose.
• Faster turn-around: Signing agreements electronically closes the time gap to get authorized signatures and ensures a quicker closing of deals. This way, you can count on on-time payments for your products or services.
• Improved organization: Keep signed documents online to minimize the stress of organizing multiple hard copies.
• Increase team member productivity: Add signature windows to QuickBooks to let your accounting and sales team members sign documents and contracts more efficiently.
• Seamless customer experience: Offer an easy and secure signage process to build trust in your community and keep customers returning.
• Smaller carbon footprint: Every e-signature you collect is another piece of paper your business has saved.

The items on this list make it clear that e-signature lines are great for every business owner. Now, let’s take a look at how to set them up.

Can I add a signature to QuickBooks?

Some companies add signatures on their documents by requesting that their customers provide an image or graphic file (i.e., a JPEG, PNG, BMP, etc.) of their signature. You can add external images to documents like invoices in QuickBooks using the “Attachments” field underneath the “Message on statement” dialog box.

But this method comes with its fair share of issues.

The main problem here is the size of these images. This issue is twofold, concerning both file size and the space these images occupy on a page.

Note that adding an image to a document often significantly increases your file size, so including an external electronic signature file will slow down most of the steps that make up your sales process.

Also, depending on these images’ height, width, and aspect ratio, you can face many issues when formatting signatures.

With every print signature image that you scan and upload from the “File” menu bar, you’ll have to go through the same process over and over again. This includes resizing and manually placing the image in the signature line in your document. And even when you’re happy with it on your desktop, it’s hard to ensure that it’s properly formatted for mobile devices as well.

Another workaround your company might consider is importing custom form styles in QuickBooks. This is achievable through the “Settings” drop-down menu (the gear icon). Here, you can toggle the “Import Style” feature.

But this requires unnecessarily customizing countless form styles. These are, in turn, difficult to keep organized, particularly if you’re self-employed or part of a small business.

What is a digital signature, and why would I need it in QuickBooks?

Although not natively available in QuickBooks, having digital signature functionality lets you collect signatures online. This keeps your information organized in one platform and simplifies your internal and external approval processes to drive operational efficiency and boost cash flow. 

With a digital signature, you can settle your accounts payable as soon as you’re billed in QuickBooks. You can also approve payments and other internal documents to simplify daily processes. 

Furthermore, e-signatures simplify your quote-to-cash workflow and make doing business with you convenient and consistent. This makes customers happier and cash flow healthier as you manage them in QuickBooks.

So why isn’t there a feature to add a signature line in QuickBooks?

We had the same question, so we came up with a solution.

Create and use electronic signature for checks and paychecks

Whether you use QuickBooks Online or QuickBooks Desktop, you can still get e-signatures to authorize payments, even though it’s not available in QuickBooks. Let’s explore your options:

QuickBooks Online

There are a few ways to leverage e-signatures in QuickBooks Online. Your best bet is to look at third-party programs that integrate with all versions of QuickBooks and offer e-signature options, like Method. Integrated apps can let you:

• Sign unlimited documents electronically every month.
• Personalize document templates and e-signature options.
• Capture signatures through customized workflows.

DocuSign for QuickBooks Online Advanced

Image credit: DocuSign

DocuSign is an application developed by Intuit to let you implement e-signatures in QuickBooks. However, a DocuSign integration is only available to QuickBooks Online Advanced users. Linking this app to your QuickBooks account offers the following core features:

• Unlimited templates.
• Customizable signature invites.
• Shareable documents with customers.
• Batch signatures to reduce the time gap between signatures.

DocuSign for QuickBooks is a great way to manage e-signatures. However, it’s pricey for a digital signature software that manages just one process. Its Standard plan lets you sign only 100 documents and costs $300 annually per user.

In comparison, Method CRM is more cost-effective, as it lets you manage your entire lead-to-cash process with e-signature capture features.

QuickBooks Online app for iOS and Android

Image credit: Intuit

As a cloud-based program, QuickBooks Online comes with a mobile app that lets you manage your accounting processes on the go. This way, you can monitor your projects from your phone or tablet in a fast, easy way.

That said, this option is limited as it requires you to collect digital signatures in person. The app lets your customers sign directly in QuickBooks using the touchscreen of your mobile device, but you must be with them for them to sign.

QuickBooks Desktop for Windows

Image credit: GoGetGeek

QuickBooks Desktop has very few ways of providing e-signature functionality. You’ll have to visit the Desktop app store and integrate external e-signature software. For example, Method is available for QuickBooks Desktop and Online on Windows.

QuickBooks Desktop for Mac

Image credit: Intuit

Similarly to Windows, e-signature capture options for QuickBooks Desktop for Mac users are limited. That said, there are third-party apps that sync to QuickBooks to make it possible, like Method. 

The better alternative: How to add signature line in Method

The million-dollar question is: How do I add a signature line in QuickBooks?

You may have noticed that there aren’t any articles with that information. This is because, while it typically offers the features necessary to manage your whole accounting operations, adding an e-signature to contracts, estimates, and invoices is currently impossible in QuickBooks without a third-party app integration.

Not having this option creates a pain point in your customer experience for the following reasons:

1. You can’t approve things online or sign contracts securely, so you’ll take time and use resources to procure your customers’ signatures. Spending opportunities to contact your clients on simple procedures such as this one adds unnecessary friction to your relationship.
2. Collecting manual signatures takes longer, so deals don’t close as quickly as they should.
3. You’re unable to track the status of business documents instantly.
4. It’s more likely that fraud or signature copying will occur without knowing how to add signature line in QuickBooks.

Let’s face it. It’s the age of digitalization.

Your business looks unprofessional if you still have a long manual signage process that involves printing documents, faxing, scanning, and sending them by courier.

Here’s how Method can help you learn how to still utilize a signature line even if not available in QuickBooks!

Avoid monotonous processes like menu navigation and dealing with one printer setup window after another with Method’s e-signature capabilities.

Investing in Method for a signature line increases your productivity and allows you to enjoy continued success for years.

Importing e-signature lines into Method for use on QuickBooks Online and Desktop transactions is possible with the following Method apps:

• Estimates.
• Proposals (pictured below).
• Or the customer portal.

Better yet, you can customize your Method account to apply e-signatures to other transactions like invoices. Enriching the quality of your data helps you create positive customer experiences so that you can leave a lasting impression.

No more having to convert files into PDF file format and sending them via email. You can even work around the limited number of electronic signature actions set by the DocuSign e-signature Connector. Method gives its users unlimited e-signature rights.

With easy formatting procedures, Method offers:

• Unlimited signature requests.
• Unlimited customer signatures.
• Customizable signature preferences.

Method’s dedicated customer success managers (CSM) can also help you build integrations to access more detailed client profiles from QuickBooks Online and Desktop. This includes:

• Item purchase history.
• Time of last purchase.
• Lifetime value.

Getting started: How to add signature line in QuickBooks

Method’s electronic signature capture is a cost-effective way to automate your manual tasks and approval processes.

Create a Method account for free if you don’t already have one, and add a signature to your transaction documents at no additional charge!

Once you’ve enabled the feature, you can seamlessly sign your name on company files at the click of a button and without delay.

Electronic signatures help close the window of time that signage requires and allow more manageable card payments for clients.

How to add signature line in Method syncing with QuickBooks Online and Desktop

To learn how to add a signature line in QuickBooks using Method, you can connect with your customer success manager (CSM) once you’ve set up your account!

It’s only necessary that you have accounts for:

1. Method.
2. QuickBooks Online or QuickBooks Desktop.

You can use both subscription-based software systems on any computer, too — they work on Windows and Mac.

It’s that easy. Our team will handle it from there so you remain focused on the growth-oriented areas of your business!

How to add signature line in QuickBooks FAQs

How to add a signature in Quickbooks Desktop?

To add a signature in QuickBooks Desktop, apps like DocuSign or the QuickBooks mobile app won’t work. Instead, you must implement third-party software that integrates seamlessly with QuickBooks Desktop, like Method. Method lets you easily add a signature to approve documents such as estimates or proposals.

How do I delete a signature from checks in QuickBooks?

To delete a signature from check in QuickBooks, follow these steps:

1. First, open the check you want to edit.
2. Click on the “Signatures” button.
3. Select the “No Signature” setting.
4. Click on the “Save” button to confirm your changes.

This will remove the signature field from your checks.

What are the requirements for an electronic signature to make it valid?

For an e-signature to be valid, your capture process must meet the following conditions:

• The signature is created with the intent to sign.
• Signing happens after the signer consents to do business electronically.
• The process occurs after the signer had the option to opt out.
• Both parties received signed copies.
• There is a record of retention.

How do you edit the signature line on receipts?

To edit the signature line on receipts, you must: 

1. Edit the receipt template you use. 
2. Open the “Signature” options.
3. Select “No Signatures,” then “Save.”

Add a signature line to QuickBooks documents with a free trial of Method!

Image credit: Kelly Sikkema via Unsplash