Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
DAH
Level 1

Reply to message

@homeboy4   This is exactly what I'm looking to do as well.  I'm all about saving time and for a new customer who needs an estimate with a similar job request as a different customer that we went direct to an invoice (and therefore didn't have an estimate), I would prefer to "make a copy", but as an estimate (vs. invoice) for the new customer.  Or in another instance, for the same customer in a prior year we went direct to invoice, but this year new management wants to see an estimate first...I hate the idea of re-typing the entire thing when a simple "create estimate from prior invoice" would be a great option!  

 

QB - please add!

Need to get in touch?

Contact us