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February 28, 2024
Question

I use to have the ability to "duplicate" an existing estimate. I don't find that option anymore. Is duplicating an estimate still possible?

  • February 28, 2024
  • 1 reply
  • 0 views
Duplicating an Invoice is still possible but NOT an Estimate.

1 reply

February 28, 2024

Thank you for bringing this up to the community, Locktronixinc.

 

Yes, you're right. It's possible to create a duplicate of your estimate to have a copy without having to manually enter all the details again.

 

Here's how:

 

1. Go to the Sales page and select All Sales or Invoices

2. Find the invoice or estimate you want to copy. 

3. From the Action column, select Duplicate from the dropdown menu

4. Edit the invoice or estimate as needed, then select Save.

 

You can create recurring transactions in its place if the customer requests the same invoice on a regular basis. Alternatively, you can create the same invoice for several customers.

 

Moreover, you may want to visit this article in customizing your sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I've also included this article for future help: Run reports in QuickBooks Online.

 

if you have further questions related to the sales form, you can reply directly to this post. We're available 24/7. Have a great day!

March 5, 2024

I only have the "Duplicate" option on the Invoice pull down tabs.  There is not a "Duplicate" option on the Estimate pull down tab.

 

This is an unfortunate NEW change.