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Replying to:
Clark_B
QuickBooks Team

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I know how frustrating it can be when we're unable to copy or duplicate our estimate, @CecilyN. Let's ensure you can make a copy within the specific estimate.

 

To create a duplicate or copy of your estimate, you can select the small gear icon or the manage option. Then, under the Actions column for that estimate, select Make a copy. To do so, follow the steps below:

 

  1. Go to your Estimate transaction that you want to make a copy of.
  2. Select the small gear icon or the manage option.
  3. In the Actions dropdown, select Make a copy.

 

Refer below for the screenshot:

 

100000.png

 

I’ll be sharing these resources that will guide you in sending estimates and converting them to an invoice:

 

 

If you have any follow-up questions regarding the copy option from within the estimate or anything else related to QuickBooks, feel free to ask me. I'm always here to help you, @CecilyN.

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