Hi there, @locktronixinc. We understand that duplicating your estimates is important to you and your business. We appreciate your interest in this feature, and we want to help you understand how it works in the new layout so you can add the details of your transactions.
QuickBooks Online (QBO) offers various features that could help your business grow. Unfortunately, due to recent updates, the option to duplicate your estimate is currently unavailable in the new estimate layout. However, you can either switch back to the previous layout to regain the functionality or manually create a new estimate based on the existing one.
I encourage you to send your suggestions directly to our Product Development Team. They'll carefully consider this option and work on ensuring your experience with QuickBooks Online (QBO) is even better.
Here are the steps to do that:
- Go to the Gear icon and select Feedback.
- Provide your product suggestion.
- Click on Next to submit feedback.
Our product development team will carefully consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.
To learn more about personalizing and adding specific info to your sales forms, read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.
We also want to provide you with resources that will guide you in sending estimates and converting them to an invoice:
You can always reply in the comments below if you need further assistance managing estimates. We'll be right here, willing to help at any time. Have a good one!
