It's good to have you here, Dawn. I'll provide information about copying a business file for another company and guide you on how to successfully perform this task.

First, I'd like to know how you copied Company A to populate it into Company B.

Please be aware that there are certain data elements you cannot back up from Company A. This can be the reasons why estimates aren't linked to the invoices after copying them into Company B. These elements include:

• QuickBooks Online Payments info
• Customer types and price rules
• Delayed credits and charges (although associated invoices are backed up)
• Recurring transactions
• Bank feeds and their links to transactions and bank rules
• Account-based billable expenses
• Item-based billable expenses with markup
• Custom reports
• Custom form templates
• Audit log entries
• Reconciliation reports do not move/back up
• Reconciled transactions do not remain reconciled

Additionally, ensure that Company B is a blank file so you can overwrite it with Company A's information. You must also have a QuickBooks Online (QBO) Advanced subscription. Furthermore, everything in both companies should be set up and named identically; otherwise, an error will occur when copying the data.

For more information and correct setup instructions, you can read this article: Make a copy of your QuickBooks Online Advanced company.

If all details are correct and aligned with your actions but the issue persists, I recommend contacting QBO Advanced Support to help identify the root cause and provide a resolution so you can successfully copy your company.

Once you have successfully copied the company, you can use this article to help modify your company settings: Change your business name, contact info, or EIN in QuickBooks Online.

Feel free to leave a comment below if you have further questions about copying and importing data from your companies. The Community is always here to help. Thank you, and have a great day.