Welcome to the Community, @matt239. I understand the importance of duplicating your estimates and editing your addresses for your business. 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.
I encourage you to send your suggestions directly to our Product Development Team. They'll carefully consider this option and work on ensuring meeting your business needs as effectively as possible.
To send feedback, here’s how:
- Click the Gear icon at the top, then Feedback.
- Indicate your comments or suggestions. Then select Next to submit feedback.
In regard to your ship-to-address, you can add them to your customer’s profile. Then, turn on the setting to show the shipping information in your invoices.
To add a shipping address to your customer's profile:
- Log into your QuickBooks Online account.
- Go to Sales, then click Customers.
- Select the name of the customer you want to edit.
- Click Edit.
- Under Shipping address uncheck the Same as billing address checkbox.
- Enter the Shipping address.
- Select Save.
Once done, make sure you turn on the Ship To in the customization column of your invoices. With new invoicing, you can display or hide the shipping address directly on the invoice itself.
Here's how:
- Click + New, then select Invoice.
- Select Add Customer and choose a customer from the ▼ dropdown.
- Create the rest of the invoice as you normally would.
- Choose ⚙ Manage to add the customer’s shipping address to the invoice.
- Tap the Customization ▼ dropdown.
- Turn on the Ship to switch. A preview of the ship-to-address is displayed on the invoice.
- When you’re done with your invoice, select Save.
For more details about the process above, see this article: Add a customer’s shipping address to invoices in QuickBooks Online.
I’ll be sharing these resources that will guide you in sending estimates and converting them to an invoice:
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!
