SignWell + QuickBooks Online: The Easiest Way to Get Financial Documents Signed

Managing financial paperwork just got easier. SignWell is now the first and only native e-signature solution that integrates directly with QuickBooks Online, giving finance teams, accountants, and business owners a simple, fast, and compliant way to send and sign estimates—right inside the platform they already use.

If you’ve ever chased down a signature for an estimate, invoice, or approval, you know how slow and frustrating that process can be. With SignWell, you can send documents for signature directly from QuickBooks Online, track their status in real-time, and convert signed estimates into invoices automatically. No more jumping between tools or following up manually.

Why This Integration Matters for QuickBooks Online Users

QuickBooks Online is a core part of day-to-day operations for millions of small businesses and accountants. It helps you manage your finances, invoices, and customer records—but until now, it didn’t offer a built-in way to collect e-signatures. That meant relying on outside tools, downloading PDFs, emailing attachments, and hoping clients followed through.

With the SignWell + QuickBooks Online integration, that friction is gone. Now, you can:

• Send estimates and agreements for signature without ever leaving QuickBooks
• Track signing status in real-time, right from your dashboard
• Convert signed estimates to invoices instantly, with no manual entry
• Automate reminders and follow-ups, so you spend less time chasing approvals
• Ensure compliance, thanks to legally binding e-signatures and SOC 2 Type 2 certification
  

It’s a faster, cleaner, more professional way to manage the documents that keep your business moving.

Who Is This Built For?

This integration is ideal for:

• Small to mid-sized businesses that want to streamline approvals and get paid faster
• Accountants and bookkeepers who manage client paperwork and need a secure, audit-ready signature process
• Service-based businesses that send out a high volume of estimates, quotes, or approval documents
• Finance teams looking to cut down on admin time and reduce errors from switching between tools

Whether you’re sending two estimates a week or two hundred, this workflow saves time and keeps everything in sync with your books.

How to Connect SignWell to QuickBooks Online

Getting started is simple and takes just a few minutes.

Step 1: Install the App

• Visit the QuickBooks App Store and search for SignWell, or bookmark this page.
• Click Get App Now, then sign in with your QuickBooks Online credentials
• Authorize the connection between SignWell and QuickBooks

Step 2: Set Up Your Workflow

• Choose which estimates or documents to send for signature
• Automatically pull data from QuickBooks to fill in client details
• Once signed, convert estimates into invoices without re-entering any information

Step 3: Send Your First Document

• In QuickBooks, open an estimate
• Click Send for E-Signature with SignWell
• Add recipients, assign signature fields, and click send

The recipient will get an email with a secure, easy-to-complete signing link. You can monitor the document’s status from within QuickBooks.

What Makes SignWell Different from Other E-Signature Tools?

Other e-signature tools require downloads, manual uploads, or complicated setups. They weren’t built with QuickBooks in mind. SignWell was.

Here’s what sets it apart:

• Purpose-built for QuickBooks Online – the only e-signature app that integrates natively
• Fastest approval turnaround – estimates get signed in minutes, not days
• Affordable and transparent pricing – no bloated enterprise plans or hidden fees
• Fully compliant – SOC 2 Type 2, ESIGN, and UETA standards for peace of mind
• Audit-ready tracking – every signature includes a tamper-proof audit trail

For QuickBooks users, it’s the simplest way to sign, track, and complete documents—without slowing down your financial workflows.

A Note on Privacy and Security

We know that trust is a top priority when handling financial information. That’s why SignWell is designed with enterprise-grade security, including:

• Encrypted document storage
• SOC 2 Type 2 compliance
• Secure signature authentication
• Tamper-evident audit trails

You’re not just speeding up signatures—you’re making your workflows safer and more reliable.

Try It Today

The SignWell + QuickBooks Online integration is available now in the QuickBooks App Store.

Try it today and see how easy it is to streamline financial document approvals, reduce admin time, and get paid faster.

Disclaimer: Intuit, QuickBooks, and QuickBooks Online are registered trademarks of Intuit Inc. Used with permission.