Can quickbooks online please add back the ability to duplicate and estimate?

I know how significant duplicating estimates are, so you'll save time in entering similar transactions in another estimate, koanbuilders. I've got the steps so you can duplicate the estimates in a new way.

In QuickBooks Online, the duplicate feature is unavailable in the options in the All Sales tab. However, there's a new way to make a copy of the estimate in the updated program. You can refer to the steps below for guidance:

1. Go to Sales, then select All Sales.
2. Find the estimate you want to make a copy, then click Edit.
3. Click the Actions dropdown in the left navigation menu, then select Make a copy.
4. You can review the estimates, then select Save and Close.

Furthermore, you can convert the estimate directly to an invoice to save time from entering the information and keep your books accurate.

You're always welcome to comment below if you have other questions about duplicating estimates and invoices or other QuickBooks-related concerns. We've got your back and are ready to lend you a hand. Have a great day!

Ah, I dug around and found it.  To clarify for others: between steps 2 and 3 you may need to click a gear icon that says "Manage".  Then within that sidebar there is the "Actions" dropdown.  Lots more steps than this used to be but glad to see we can still copy estimates!

The only way this works is if we select "Old Layout"

How do we duplicate an Estimate with the "New Layout"?

Hello there, @ReflectionsWLS.

I understand the importance of duplicating your estimates. Allow me to share insights on how it works in the new layout so you can add the details of your transactions.

QuickBooks Online (QBO) has features that could help your business grow. However, duplicating your estimates is currently unavailable in the recent updates. However, you can follow the steps provided by my colleague, JuliaMikkaelaQ on how to make a copy of the estimate in QBO.

Currently, you won't be able to switch to the new experience once you're back on the old one. Rest assured that this capability will be available in the future.

I’ll be sharing these resources that will guide you in sending estimates and converting them to an invoice:
 

• Create and send estimates in QuickBooks Online
• Convert an estimate into an invoice in QuickBooks Online

If you have further questions regarding your estimates and ship-to-addresses or any QBO concerns, comment below. I’ll be happy to assist you anytime. Have a good day!

Thanks! That's much better directions than the original post!

We're happy to hear that our colleague was able to help you out and resolve your concern, Kimberly.

If you have any concerns in the future, please don't hesitate to reach out. Have a great day!

Make a Copy is indeed buried under the MANAGE button. Why?? Please add the option under ALL SALES-->ACTIONS

Hello there, mishamazor, I understand that you find the Make a Copy option useful when creating duplicate estimates. Allow me to assist you further and give you the best route to isolate this quickly.

Recently, QuickBooks Online has undergone some updates which have changed the location of the Make a Copy option in the Manage button. Therefore, I suggest sending feedback to our engineers to consider making changes in future updates.

Here's how:

1. Click Help and choose Send Feedback Online.
2. Choose Product Suggestion.
3. Enter your suggestion in the box provided.
4. Click Send Feedback.

Additionally, I will also share some resources that will guide you in creating and converting estimates into invoices:

• Create and send estimates in QuickBooks Online
• Convert an estimate into an invoice in QuickBooks Online

If you have additional queries about estimates, please don't hesitate to reach out again by leaving a comment below. We're always here to assist you all the way. Take care.