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kaviscontracting
Level 1

When you choose the option "make a copy" how do you find it?

How do you find a copy of an estimate?

1 Comment 1
ClarenceCort_B
QuickBooks Team

When you choose the option "make a copy" how do you find it?

Hi there, Kavis. To find a copy of an estimate created using “Make a copy”. QuickBooks Online generates it as a new estimate.

To locate it, go to All apps > Sales and Get Paid > Sales Transactions, then filter by Type: Estimate, and look for the new estimate with a different Estimate Number and the same date. You can also search by customer name to find it faster.

Once found, you can edit, send, or convert the copied estimate without affecting the original.

If you have any further questions or need assistance with QuickBooks, feel free to click the Reply button.

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