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Replying to:
KayePe
QuickBooks Team

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Hello there, Lillan. It's good to see you here. I see how important it is to duplicate an estimate. No worries, let me share some insights regarding this concern.

 

New invoice experience doesn't have an option to duplicate an estimate. You can only do a duplicate from the old layout. However, you can manually create a new estimate and enter the same information. Let me show you how: 

 

  1. Click + New, then go to Estimate.
  2. Select + Add customer. Then choose a customer from the dropdown. Or, to add a new customer, click +Add new, enter the customer info, and select Save and close.
  3. Hit the dropdown in the Product or service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service, and select Save
  4. Once you save a rate for your product or service, it automatically displays in the Amount column. Add or adjust the quantity or amount as needed. 
  5. Note that the default status of a new estimate is “Pending”. Once you need to edit the status, select the Pending dropdown, then decide a different status. 
  6. When done, select Save.
  7. If you'll send the estimate to your customer, click Review and send. You can edit the email message if needed, then select Send estimate.

 

To guide you more in creating an estimate, feel free to open this article: Create and send estimates in QuickBooks Online.

 

 Furthermore, visit this link once you'll create an invoice. This will guide you on how to customize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community is here for you 24/7 on the clock. If you have additional concerns regarding with duplicating an estimate, notify us below. Keep safe.

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