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July 2, 2024
Question

How do I duplicate a single line in an estimate using the 3 dots at the end of the line?

  • July 2, 2024
  • 1 reply
  • 0 views

Recently QBO removed the trash can from the end of each line in estimates and invoices and replaced it with three dots. When this first happened, I was able to left click on the three dots and it would give me the option to delete or dupicate that line. Shortly there after the ability to duplicate that line disappeared and we're now only able to delete the line. Is there a way to get the option to duplicate the individual line?

 

We would like to duplicate the same line 10 to 20 times and then go back and adjust the serial numbers on each line. 

 

We are using Quickbooks Online in business view with a Quickbooks Plus subscription. 

 

 

1 reply

July 2, 2024

Hello there, Microscope.

 

I appreciate the detailed information about your concern. Allow me to add more insights into duplicating line items in the Estimate.

 

Currently, we're unable to duplicate a line item of an estimate in QuickBooks Online (QBO).  I know it would be beneficial to have this feature to simplify the process. Worry less. I'll help you forward your valuable insight to our software engineers so they can consider bringing this option to the product's future updates.

 

To do that:

 

  1. Head to the Gear icon.
  2. Click Feedback.
  3. Enter your feature request, then select Next.

 

In the meantime, you'll need to manually enter the information in each line item of an Estimate.

 

I'm attaching this article for future reference in converting an estimate to an invoice: Convert an estimate into an invoice in QuickBooks Online.

 

Feel free to post a reply if you have clarification in managing estimates in QuickBooks. I'm always here to help you.