Copy data to a different transaction type in QuickBooks Online

Learn how to copy your data to a different transaction type in QuickBooks Online.

The new copy feature helps you duplicate transactions or copy data to a different transaction type. For example, when you copy from an expense to an invoice, only the item details are copied, because invoices don't use categories.

Important: You can copy Expense, Check, Bill, Purchase Order, and Vendor Credits to other transaction types. Bank deposits, and transfers can’t be copied to other transaction types as of the moment. As for the Sales forms (Invoices, Sales Receipts, and Estimates), these only support the duplicate feature as of this moment.

Copy your data to a different transaction

1. Go to All apps , then Expenses & Bills, then Expense transactions (Take me there).
2. Select the checkbox of the transaction you want to duplicate or copy to another transaction.
3. Select the View/Edit ▼ dropdown, then select Copy.
4. Select Save.
5. From the Copy options:
   • Select Copy, then select Create duplicate if you want to just create a duplicate transaction.
   • Select the Copy to ▼dropdown menu and select the other transaction. Then select Copy.