Estimate Template with prefilled items

Thank you for reaching out to us here on the Community page, @FC Matt.

You can create an estimate and memorize it so you can open just the memorized list when creating estimates in the future.

Here's how:

1. Select Create Estimates from the Customers menu.
2. Fill in the necessary information on the Estimate window and add all the items you want to include under the Item column.
3. Click on the Memorize button under Create a Copy.
4. Add the name of the memorize transaction under the Memorize Transaction window and the setup you want.
5. Tap OK to save it.

If you wish to create an estimate in the future, simply open the memorize transaction created from the Memorized Transaction List.

1. Tap on Memorized Transaction List from the List menu.
2. Look for the transaction from the Memorized Transaction List window, then click it to open.
3. Update the date as well as the rate of the item and/or the customer name.
4. Select Save and close to record the transaction.

To learn more about creating, editing, or deleting memorized transactions in QuickBooks Desktop, check out this article.

Let me know if you  have any other questions. I'm always here to help. Have a good day!

Excellent!  Thank you!

Now can I copy/paste my entire item list onto an estimate?

Hello there @FC Matt,

There's no need to copy/paste your entire item list every time you create the estimate. You can just memorize the estimate with your item list. Follow the steps provided by my colleague Angelyn_T on how to memorize your estimate.

Once done, it will be saved in the memorize transaction list. You can use the memorize estimate whenever you want to create the same estimate in the future. You can follow the steps given by Angelyn_T on how to open the memorize estimate created from the Memorized Transaction List.

I'd also added an article that helps you pull up an open estimate list report.

Just leave a message in the comment section if you have additional questions. I'm always here to help. Have a nice day!