Troubleshooting & FAQ

Quick answers to the questions we get most. Can't find yours? Email hello@mcp-g.com.

A reminder didn't send — why?

Work down this list; it covers nearly every case:

• Is the estimate Pending? Only Pending estimates are chased. Accepted, rejected, closed and converted estimates never are.
• Does it have an email? Check the estimate's email in QuickBooks, or the customer's primary email. No email anywhere → nothing to send to (we skip it and pick it up automatically once you add one).
• Has the rule already fired? Each rule sends exactly once per estimate.
• Is the rule due yet? Offsets count from the estimate's transaction date (or expiration date for expiry rules). The engine runs hourly.
• Did the customer already accept? Accepted estimates are never chased, full stop.
• Is your trial or subscription active? Sending pauses if the subscription lapses and resumes when it's active again.

My estimates aren't syncing

• Click ↻ Sync from QuickBooks on the Estimates page to force a full sync.
• If that fails, your QuickBooks connection may have been revoked (e.g. password change, or disconnected from Intuit's side). Reconnect from the dashboard — your history and rules are untouched.

Reminders land in spam

Reminders go out in your business name from our shared, fully-verified sending domain, which carries an established deliverability reputation, so spam-foldering is rare. Sending from your own custom domain (DKIM) is coming soon.

Can I stop chasing one particular estimate?

Yes — change its status in QuickBooks (reject or close it), or mark it accepted if the customer confirmed another way. Any non-Pending status stops the chase on the next sync, usually within seconds.

What exactly can Quote Nudge QB do in my QuickBooks?

We request the accounting scope and use it narrowly: read estimates, read customer names/emails, and update an estimate's status (to Accepted, with the signer's name) when your customer accepts. We never touch invoices, payments, banking, payroll or anything else, and we never email anyone except the customers on your Pending estimates.

Security & your data

• QuickBooks access tokens are encrypted at rest (AES-256-GCM).
• Every account's data is isolated at the database layer (row-level security).
• Deposits (coming soon) will go directly to your own Stripe account — we never hold funds.
• Disconnect QuickBooks at any time from the dashboard; that immediately revokes our access.

Billing

• One plan: £16.79/month, unlimited estimates, unlimited reminders, all features.
• 14-day free trial, no card required to start.
• Cancel any time from Settings → Billing — you keep access until the end of the paid period.