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kucelkj
Level 2

Is it possible to copy an existing invoice and turn it into a quote?

I am billing a given customer monthly and that all is fine.  I want to provide another customer a quote but want to spin up the quote from a previous invoice so I don't have to type it all in again.  Is that possible?

 

I'm using quickbooks desktop enterprise.

Solved
Best answer Tuesday

Best Answers
LollyNino_C
QuickBooks Team

Is it possible to copy an existing invoice and turn it into a quote?

This is a great idea, @kucelkj. However, the option to create a quote from a previous invoice is currently unavailable.

 

For now, you can create a copy or memorize an existing estimate to use for a different customer. When you memorize an estimate, QuickBooks removes the customer's name so it can be used for any customer.

 

 

If you need assistance managing your estimates and invoices. Click the Reply button below to enter or submit your response.

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1 Comment 1
LollyNino_C
QuickBooks Team

Is it possible to copy an existing invoice and turn it into a quote?

This is a great idea, @kucelkj. However, the option to create a quote from a previous invoice is currently unavailable.

 

For now, you can create a copy or memorize an existing estimate to use for a different customer. When you memorize an estimate, QuickBooks removes the customer's name so it can be used for any customer.

 

 

If you need assistance managing your estimates and invoices. Click the Reply button below to enter or submit your response.

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