My Estimates/Invoices most of the time are very similar. Can I copy an existing to a new Project?

Hi @SHO-Pros , you could follow this step to copy estimate or invoice. Comment back, cheers.

Coying (reproducing) an invoice/estimate I know how to do. What I need is to be able to do this while on a project.

Thanks for getting back to us, hurricanefabricp.

Yes, you can still copy the invoice or estimate while you're in the Project page. Here's how to do it:

1. Select Projects on the left menu and click on the project name you want to create transactions with.
2. Go to the Transactions tab and open an existing estimate or invoice.
3. Copy the invoice or estimate.

You might also want to know more about the projects feature through these references:

• Set up and create projects in QuickBooks Online
• Create and use project templates

We'll be right here if you need anything else. Have a great day!

OK, I take responsibility for not being through on my original question.

Let me try it again.:

1. Our invoices are very similar, almost recurring. They mostly vary in quantities, descriptions are almost the same but, have many items.

2. Outside a Projects I usually open an existing similar job and jus copy, edit and save under new job. (Instant time saver!)

Issue: While I'm in a NEW Project how can I do as mentioned above, bring an existing estimate and copy it?

I hope I better explained my predicament this time around. I'm all eyes now, bring it! :)

Hi @SHO-Pros,

Thank you for your prompt reply. I also appreciate you for taking the time to share more details on your query.

When you're in a new project page, you'll have access to transactions within that project. For any other transactions outside of that project, you'll have to exit the project and open the specific page where it's located. From there, you can copy the transaction and assign a different Project to it, as you see fit. It's the same as what you stated above. 

 In case you have other questions about the Projects feature, you can keep this article for reference: Projects FAQ. It's a list of common questions about this feature, along with their answers. You'll find related links on this page as well. 

Place a comment below if you need further assistance. I'll be sure to get back to you. 

S0, in short, no. The only work around is to make that other customer that I want to coy from, a sub-customer right?

If it is...I find it more of a hazele. I rather download a PDF file and do copy/paste. :(

Thanks anyhow! :)

Hello there, @SHO-Pros.

Yes, you‘re correct. As mentioned by my colleague Ryan_M, if you wanted to access a transaction outside a project, you'll have to exit the project and open the specific page where the transaction is located.

You can also check out this article where you can find some information about adding existing invoices and estimates to projects in QuickBooks Online: Projects in QuickBooks Online.

Let me know if you have any other questions. Keep safe.