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matt239
October 10, 2023
Question

How do I duplicate an estimate since the update? I don't see the option.How do EDIT the SHIP TO address since the update?

  • October 10, 2023
  • 5 replies
  • 0 views
Since the recent update I can't find the option to DUPLICATE and estimate.  I am slao not able to edit the SHIP TO address on estimates and invoices.

5 replies

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Irene R
October 10, 2023

Welcome to the Community, @matt239. I understand the importance of duplicating your estimates and editing your addresses for your business. Allow me to share insights on how it works in the new layout so you can add the details of your transactions.

 

QuickBooks Online (QBO) has features that could help your business grow. However, duplicating your estimates is currently unavailable in the recent updates.

 

I encourage you to send your suggestions directly to our Product Development Team. They'll carefully consider this option and work on ensuring meeting your business needs as effectively as possible.

 

To send feedback, here’s how:

 

  1. Click the Gear icon at the top, then Feedback.
  2. Indicate your comments or suggestions. Then select Next to submit feedback.

 

In regard to your ship-to-address, you can add them to your customer’s profile. Then, turn on the setting to show the shipping information in your invoices.  

 

To add a shipping address to your customer's profile:

 

  1. Log into your QuickBooks Online account.
  2. Go to Sales, then click Customers.
  3. Select the name of the customer you want to edit.
  4. Click Edit.
  5. Under Shipping address uncheck the Same as billing address checkbox.
  6. Enter the Shipping address.
  7. Select Save.

 

Once done, make sure you turn on the Ship To in the customization column of your invoices. With new invoicing, you can display or hide the shipping address directly on the invoice itself.

 

Here's how: 

 

  1. Click + New, then select Invoice.
  2. Select Add Customer and choose a customer from the ▼ dropdown.
  3. Create the rest of the invoice as you normally would.
  4. Choose ⚙ Manage to add the customer’s shipping address to the invoice.
  5. Tap the Customization ▼ dropdown.
  6. Turn on the Ship to switch. A preview of the ship-to-address is displayed on the invoice.
  7. When you’re done with your invoice, select Save.

 

For more details about the process above, see this article: Add a customer’s shipping address to invoices in QuickBooks Online.

 

I’ll be sharing these resources that will guide you in sending estimates and converting them to an invoice:

 

If you have further questions regarding your estimates and ship-to-addresses or any QBO concerns, comment below. I’ll be happy to assist you anytime. Have a good day!

    S
    SWCLED
    January 2, 2024

    I duplicate Estimates on a daily basis because my customers want changes and it's easier to duplicate an existing Estimate and change a couple things and resave rather than starting from scratch and having to go back-and-forth copying and pasting.  This is a terrible update due to this one lacking feature.  You need to add it back.

      J
      Jelayca V
      January 2, 2024

      Hi there, @SWCLED. I understand that it is important for you to duplicate your estimates. We value your interest in this feature and acknowledge its significance to your business. 

       

      To assist you with this, we recommend submitting your valuable feedback to our product developers. This suggestion will help us to improve our services and make your experience with QuickBooks Online (QBO) even better. To submit your request, please follow these steps: 

        

      1. Select Settings, then click Feedback.
      2. Enter your comments or product suggestions. 
      3. Hit Next to submit Feedback.

       

      Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.

       

      Moreover, consider checking out this article for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online

       

      Don't hesitate to reach out to us anytime if you have further questions about estimates in QBO. I'll be of help.

      R
      rm_snyder
      November 22, 2023

      Deleting a feature that I suspect most (if not all) QB online users use is ridiculous.

        S
        secretpowers
        January 3, 2024

        Agree!

          L
          LemonDrop
          January 19, 2024

          It's Jan 2024. I just troubleshooted with a QB customer service agent about how the capability of duplicating estimates became unavailable virtually overnight after the update. They informed me that because I have QuickBooks Simple Start Plan (@$30/month aka $360/year) the new update got rid of the capabilities to duplicate estimates (even though the ability to duplicate invoices is still available). They also informed me that in order to get the ability to dupe estimates again, I'd have to bypass the next least expensive QB program (QB Essential @$60/month aka $720/year) and would have to register for the QB Plus software ($90/month aka $1,080/year) to get this simple feature that I had full access for just days ago. If I were to register for the QB Plus Software, in a year I'd be spending $720 more than I currently do as a small business owner (l am the only employee). This situation is absolutely ABSURD. I can understand upgrades and I can understand needing to raise rates to meet inflation, but this is down right disrespectful to clients. QB should not be allowed to change simple, available capabilities overnight and ask their clients to pay triple to get them again. I'm inclined to look elsewhere for my programming. 

            AldritchM
            AldritchM
            January 19, 2024

            Hi there, @LemonDrop.

             

            I'd recommend submitting your valuable feedback to our product developers. This suggestion will help us to improve our services and make your experience with QuickBooks Online (QBO) even better. To submit your request, please follow these steps:

             

            1. Select Settings, then click Feedback.
            2. Enter your comments or product suggestions.
            3. Hit Next to submit Feedback.
               

            Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.

             

            Additionally, I'd like to leave this article for future reference on how to discount invoices and sales receipts: Add a discount to an invoice or sales receipt in QuickBooks Online.

             

            If you have more concerns about managing your QuickBooks account, don't hesitate to click the reply button. I'm always around to help!

            T
            Thomas Rohlfs
            March 1, 2024

            The copy function works, but puts a message at the bottom of the document that it is an update of the original document. I used duplicate to transfer some of the payment conditions and customer details over to a new estimate. This is not possible anymore due to the removal of that feature.

            I've been a user of QBO for a number of years and used to really like it, but kinda regret lately being tied into the QBO universe. Any viable alternatives?

            Bryan_M
            Bryan_M
            March 1, 2024

            Hi there, Thomas.

             

            Currently. the copy function within the estimate form is removed. However, you can still duplicate and edit it in the Sales tab, where the option is transfer. Here's how:

             

            1. Go to Sales.
            2. Choose Estimates.
            3. Click the dropdown icon below the Action column in the right side corner of the estimate you want to duplicate,
            4. Select Duplicate.
            5. Create changes to the duplicated estimate. Once done, tap Save and close.

             

            For more info, check out this article: Duplicate an invoice or an estimate in QuickBooks Online.

             

            In the meantime, I recommend submitting direct feedback to our Product Development Team about the duplicate option in the estimate form.

             

            If you want to learn how to personalize and add specific info to your sales forms, you can read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

             

             For additional questions about managing your estimate form and transactions, leave a comment below. I'll be willing to lend a hand. Keep safe.

            T
            Thomas Rohlfs
            March 1, 2024

            Hi Bryan, I cannot see a duplicate option, but can see a copy function, which I used. It is sort of a work around, but works. The duplicate option is in the invoice tab unser Sales but not in the Estimates tab.

             

            Thanks, Thomas

            R
            ReallyHateThisSoftware
            May 7, 2024

            Every time you guys do an update it is just terrible. Seems like a bunch of young kids that know absolutely nothing about how accounting works. I always wonder what you guys will do next that requires many hours of my time to accommodate your crappy NEW programming. I'm sure not being able to perform copy with estimates is just the beginning of the problems created by poor planning in your most recent update...

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