Duplicate an invoice or an estimate in QuickBooks Online

Learn how to make a copy of an existing invoice or estimate in QuickBooks Online.

If you have a customer who has a repeat invoice, save time by duplicating the invoice instead of entering all the info twice. Here's how.

When you copy an invoice or estimate, it creates a new invoice or estimate with the same info. You can even change the invoice’s or estimate's customer if you want to send the same invoice or estimate charges to different customers.

1. Go to Sales and select All sales (Take me there).
2. Find the invoice or estimate you want to copy.
3. From the Action column, select the dropdown ▼, then select Duplicate.
4. Edit the invoice or estimate as needed. If you want to create the same invoice or estimate for multiple customers, select the new customer from the list.
5. Select Save or Save and close.

If the same customer needs the same invoice regularly, you can set up recurring transactions instead.

Related links

• Create recurring transactions in QuickBooks Online