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January 23, 2024
Question

Can you make a copy of an estimate in qbo...the sales/estimates/ drop down no longer has this option...so basically you cant do a save as on an estimate and make changes

  • January 23, 2024
  • 1 reply
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1 reply

January 23, 2024

Warm welcome, rodney. I'm here to ensure that you can make a copy of your estimate in QuickBooks Online. 

 

In QuickBooks Online (QBO), you can make a copy or duplicate of your estimate. The "Copy" is no longer an option as it was changed to "Duplicate." Both have the same functionality, so you don't need to worry about differences. 

 

Let me guide you on how to duplicate your estimate. Here's how:

 

  1. Hover to Sales
  2. Click Estimates, then select the transaction you want to copy. 
  3. From the Action dropdown, click the Duplicate
  4. Hit Save and close

 

I've included a screenshot for reference.

 

Additionally, you can convert your estimate to invoice to save you time from entering the same info twice. QuickBooks will automatically fill in the information and link them both. 

 

Just tap the reply button below if you need further information and assistance making a copy or duplicate estimate. I'm always here to lend a hand. Best wishes!

January 26, 2024

There is no option to duplicate....

 

Why did they remove it from estimates anyway? now you have to go search around, record the estimate number go into sales/estimates, etc.. it is way more cumbersome and doesn't even work.. before the "upgrade" it was simple and accessible...