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December 30, 2023
Question

How do I duplicate an estimate

  • December 30, 2023
  • 1 reply
  • 0 views
Ever since the most recent update to Quickbooks online I have not be able to find how to duplicate estimates.

1 reply

December 30, 2023

Welcome to the Community, Frank.

 

Allow me to share some information about duplicating estimates in the new QuickBooks experience.

 

QuickBooks has been gradually introducing its updated layout to users since 2023. While the new layout offers many enhancements, there are still features from the old one that aren't available. This includes the ability to duplicate an estimate. Thus, I suggest sending feedback. Doing so helps our product engineers know the feature you need and may add it in future updates. I'll guide you on how to send your comments and suggestions.

 

Here's how:

 

  1. Click the Gear icon.
  2. Select Feedback under the Profile column.
  3. Enter your product suggestions.
  4. Click Next to submit.

You can track feature requests here: QBO Feature Requests.

 

For more information on the new estimate and invoice layout, you can check out this article: See what’s new with estimates and invoices in QuickBooks Online.

 

If you ever need to personalize and add specific info to your sales forms, this article has got you covered: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if you have any other questions about duplicating estimates in the new interface. I'm always available to help out. Keep safe!