Document Studio
Test mode Sample data · QBO, tax checks, and email are simulated.
•••

Estimate

Draft

    Document details
    01

    Customer & project

    Choose the QBO customer and job.

    02

    Assignment & delivery

    03

    Items

    Customer catalog applied
    Item / serviceDescriptionQuantityUnit rateTaxableLine totalRemove line
    Notes Internal and printed
    Draft

    Ready to send

    Test delivery locked

    Save the document and verify tax before sending.

      Test mode · Results below are simulated.

      Document activity View history
        Document settings

        Fields excluded from this document

        Find a document

        Choose an item

        Reusable item groups

        Add a saved group to this document. Descriptions, quantities and rates are included.

        PM project board

        Project

        Project documents

        Report an issue

        Reports go to the site owner’s feedback inbox.

        DOCUMENT STUDIO

        New document

        Choose a document type. Your existing drafts will stay saved.

        STUDIO SETTINGS

        Test controls

        Choose the result you want to test. These controls affect simulated activity only.

        Workspace backup

        Keep a copy of your documents, outbox, and item access rules.

        Simulation details

        The estimate fixture applies 8.875% to taxable lines. Purchase orders and exempt scenarios use $0. No live tax determination is performed.

        Reopening or importing the workspace resets draft checks and recipient confirmations. Saved outbox copies remain available.

        Reset workspace

        Clear local drafts, item rules, activity, and outbox history.

        DOCUMENT STUDIO

        Outbox

        Test mode · Messages are stored in this browser. No email is sent externally.

        OUTPUT CHECK

        Estimate preview

        Your browser blocked the new window. Allow pop-ups for this site, or print from here.

        DOCUMENT DELIVERY

        Prepare client email

        Live connections are required before sending.

        QBO FIELD SETUP

        Assignment mapping

        These sample mappings and item access rules let you test the intended document workflow. They do not read or change QBO settings.

        QBO Class→PM
        QBO Location→Account Director
        QBO/Avalara→Sales tax
        Customer rule→Allowed items

        Customer item access

        Item access changes are saved in this browser. Removing an item keeps the entered line details and requires a replacement item in affected drafts. Document checks reset. Outbox snapshots stay unchanged.

        OUTBOX / SAVED COPY

        Email details