Copying an invoice template to use as an estimate

Rxelent70 · ‎January 07, 2024

I am the treasurer for our local boy scout troop. I recently created future invoices for charges due in the future only to find out that this is causing problems when I generate statements. Any invoices after the statement date are not included on the statement and not taken into consideration when the balance due is calculated but any payments made towards these future dated invoices fall within the statement date range and negatively effect the balance due at the bottom of the statement. Does anyone have a better way to handle this without creating a problem with the statements?

I am thinking about using estimates for these future dated invoices which can then be converted to invoices upon payment or when the actual invoice date arrives.

My question is this. Is there a way to take my invoice template and copy it to be used as my estimate template so they look the same and I don't have to make all the changes by hand? Or is there a way to copy the invoice layout and paste it to the estimate layout so I don't have to completely re-create the estimate to look the same?

Thanks in advance.

Ethel_A · ‎January 07, 2024

Hello there, @Rxelent70.

I'll help you convert your invoices template to estimates in QuickBooks Desktop.

In QuickBooks Desktop, you can duplicate your invoice template and use it as your estimate template to make them look the same.

Here's how you can do it:

Open QuickBooks Desktop and go to the Lists menu.
Select Templates.
Find the invoice template you want to use for your estimates and right-click on it.
Choose Duplicate Template.

A new template will be created based on the invoice template. You can then modify this new template to be used as your estimate template. You can change the title, add or remove fields, and make any necessary adjustments to match your invoice template.

If you want to copy the invoice layout and paste it to the estimate, you can customize within QuickBooks Desktop to manually copy the design and fields from the invoice to the estimate. The specific steps for doing this may vary depending on the version of QuickBooks Desktop you are using, so you may want to consult the help documentation or support resources provided by QuickBooks for detailed instructions.

I'm also including this link to assist you in managing customer-related tasks. It contains articles on various topics that will guide you through the process: Topics about your company's income and customers.

Don't hesitate to click the Reply button below if you have questions about converting invoices templates to estimates in QuickBooks Desktop. I'm always here to help. Have a great day.

martin76 · ‎June 11, 2024

how do you change a invoice template to an estimate template?

martin76 · ‎June 11, 2024

Once I made the duplicate invoice template, how do you change an invoice template to an estimate template?

AdonL · ‎June 11, 2024

Thanks for chiming into the thread, @martin76. I'm here to add details in changing an invoice template to estimate in QuickBooks Desktop(QBDT).

The specific steps for doing this may vary depending on what QuickBooks Desktop you are using. If I may ask, what version and edition you're in? Knowing this will enable me to provide the best solution to your concern. Any additional information will be highly appreciated.

I'll keep an eye out for your response. Keep safe.

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Copying an invoice template to use as an estimate