Limited time. 50% OFF QuickBooks for 3 months.

Buy now & save
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
Tamara Kauffman
Level 1

For the suggestion box. When duplicating an estimate *please* create a way where the client info is also duplicated. So tired of wasting time w/manual entry. Thank you!

 
1 Comment 1
Kurt_M
QuickBooks Team

For the suggestion box. When duplicating an estimate *please* create a way where the client info is also duplicated. So tired of wasting time w/manual entry. Thank you!

Thank you for your feedback on the estimate feature in QuickBooks Online (QBO), Tamara. When you duplicate an estimated transaction in your account, all the details added will appear in the replicated transaction. I will provide additional information below to assist with your inquiry.

 

In QBO, duplicating the transaction means copying every bit of details you have including the customer's information. It's an exact replication of the original estimate you have in your account. For more information, you can refer to this article: Duplicate an invoice or an estimate in QuickBooks Online.

 

However, if you are referring to copying an estimate to a purchase order, please know that you will need to manually select the correct recipient for your purchase order since these are different transactions in QBO. Here's an article for more details: Copy an estimate to a purchase order in QuickBooks Online.

 

On the other hand, I'm providing this article to help you create personalize sales form templates to match what your business offers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If needed, I can also help you keep track of the status of your estimates or other transactions in QuickBooks to make it seamless and organized. Also, if you have other inquiries about the program, please let me know in the comment section so I can respond as soon as possible. Keep safe.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us