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Yes, it's possible, @deweyinternation. I'll ensure you can achieve your goal and help you save time doing your tasks in QuickBooks Online.
You can utilize the recurring transactions feature to automate repetitive information for your estimates. We can guide you on how to set up and make the most of recurring templates.
Here's how:
- Go to Settings and choose Recurring Transactions.
- Click New.
- Select Estimate, and then select OK.
- Enter a Template name and the other details needed, including the line items.
- Complete the fields and select Save template.
From there, click the drop-down icon beside your created template and click Use.
You can also duplicate the existing one and edit it when needed. For your reference, check out these handy articles:
If you want to get a list of all your recurring transactions and the accounts linked to them, you can review this guide to learn more: Review your recurring transactions in QuickBooks Online.
Let me know how else I can help you with QBO tasks, specifically the recurring transactions, by commenting below. I'm more than ready to lend a helping hand.
