Can you make a copy of an estimate in qbo...the sales/estimates/ drop down no longer has this option...so basically you cant do a save as on an estimate and make changes

Warm welcome, rodney. I'm here to ensure that you can make a copy of your estimate in QuickBooks Online. 

In QuickBooks Online (QBO), you can make a copy or duplicate of your estimate. The "Copy" is no longer an option as it was changed to "Duplicate." Both have the same functionality, so you don't need to worry about differences. 

Let me guide you on how to duplicate your estimate. Here's how:

1. Hover to Sales
2. Click Estimates, then select the transaction you want to copy. 
3. From the Action dropdown, click the Duplicate. 
4. Hit Save and close. 

I've included a screenshot for reference.

Additionally, you can convert your estimate to invoice to save you time from entering the same info twice. QuickBooks will automatically fill in the information and link them both. 

Just tap the reply button below if you need further information and assistance making a copy or duplicate estimate. I'm always here to lend a hand. Best wishes!

There is no option to duplicate....

Why did they remove it from estimates anyway? now you have to go search around, record the estimate number go into sales/estimates, etc.. it is way more cumbersome and doesn't even work.. before the "upgrade" it was simple and accessible...

I'd also feel the same way when a feature is gone missing in QuickBooks Online, @rodney_riddle.

Currently, we have 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.

I understand having this feature can be beneficial and time-saving when making estimates. Please know that we make great efforts to deliver customer satisfaction at all times. However, as we continue to roll out product updates, there may be changes to some features. Thus, you can send this suggestion to our Product Developers to bring back the Duplicate option. 

I'll show you how:

1. Click the Gear icon and choose Feedback.
2. Enter your feedback Suggestion.
3. Press Next.

They can review it and perhaps add it to future product updates. You can visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and the recent updates.

Also, you can read through this helpful article to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to tag my name if you need further assistance working with estimates or want to share your best practices using the product. The Community always has your back. Keep safe always.

The duplicate option is only available for invoices and not estimates.

Attached is a screen capture

I understand how important it is for you to get a copy of the estimates, Rodney. Rest assured, I'll provide you with some information on how to obtain a copy.

Once you already created estimates, you can make a copy of it through the Sales menu. You can refer to the steps below for guidance:

1. Go to Sales, then press All sales.
2. Look for the estimate where you want to make a copy.
3. Click the ▼ drop-down arrow, then select Duplicate.

Since you don't have this option, let's try to log out and log in as an Admin user. 

If the same thing happens, you can do some basic troubleshooting. To begin, please open an incognito window. This will prevent your browsing history from being saved. You can use the following keyboard shortcuts based on the type of browser you are using:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

If the private browsing session works, you can clear the browser's cache to improve the program's performance. You can also use other supported, up-to-date browsers as an alternative which will provide the best and most secure experience with QuickBooks.

I'll add this article in case you want to learn how to upload your receipts to QuickBooks Online: Upload your receipts to QuickBooks Online.

please leave a comment below if you have further concerns related to estimates. I'll be glad to assist you anytime.

The new Quickbooks Online Estimate template is missing the Copy or Duplicate options!

How could QB take this away? Who is working on your program? They obviously aren't users.

I tried different browsers, incognito, clearing cache and more and the option just isn't there!

The Save drop down only has Save and new or Save and close as options.

The Convert to Invoice drop down only has Review and send, Print and download or Share link.

Please escalate and fix this issue!  And, stop making QBO more difficult to use for end users!

Hello there, @lp_mi.

I understand the importance of duplicating an estimate transaction efficiently in QuickBooks Online. Rest assured that I'm here to guide you in looking for the function to duplicate it. 

Here's how:

1. Go to Sales, then go to the Estimates tab.
2. Open the estimate transaction you want to duplicate.
3. Click ⚙ Manage.
4. Select the Actions drop-down, then choose Make a copy.

Furthermore, you can learn how to customize your estimates and other sales forms in QuickBooks Online.

If you need further assistance besides duplicating an estimate, please feel free to reply. I'm always here to assist you.