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dan6672
June 2, 2024
Question

Copy Feature Gone?

  • June 2, 2024
  • 2 replies
  • 0 views

Hi! There used to be a feature called 'Copy' where I could create a copy of a prior invoice and retain all prior data except the Date would be updated to today. Can't seem to find it.

2 replies

M
MelroseV
June 2, 2024

It's my pleasure to help find where you can copy an invoice, @dan6672.

 

We can duplicate an invoice in the Sales and edit the date, dan6672. Please know that these steps are for the new format.

 

Here's how:

 

  1. At the left navigation panel, select Sales.
  2. Click the Invoices tab.
  3. Choose an invoice you want to duplicate.
  4. Under the Action column, select the dropdown arrow.
  5. Click the Duplicate.
  6. You can now edit the invoice.
  7. Select Save.

 

For the old layout, you can check this article for more details on how to do it: Duplicate an invoice or an estimate in QuickBooks Online.

 

Additionally, please visit this handy article for future reference in recording customer payments and customizing sales forms in QuickBooks:

 

 

You can click the Reply button if you have additional concerns besides invoices in QuickBooks Online. Stay safe and have a good one!

S
sbarringer
June 2, 2024

Several feature have been removed in the new billing format.

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FateCandylaneT
June 2, 2024

Let me ensure you can deliver your insights directly to our product engineers so they can include your suggestions in future product updates, sbarringer.

 

I understand that adapting to the new invoicing experience can be daunting, as it involves learning new procedures and becoming comfortable with unfamiliar interfaces. With this, you can submit your product ideas from your online account to help us improve your overall QuickBooks experience. To do that:

 

  1. Go to Settings and select Feedback.
  2. Enter your suggestions and click Next to submit them.

 

Moreover, you can track and enter customer-paid invoices and run specific reports to help review your business finances and other accounting data.

 

I'll always be around on this thread if there's anything else you need further assistance with when managing sales transactions in your file. Keep safe and have a great weekend ahead!

S
sbarringer
June 2, 2024

Many features have been removed and eliminated in the new invoicing format.

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