How to duplicate an invoice or an estimate

How to duplicate an invoice in Quickbooks

Duplicating an invoice in Quickbooks is a simple process that can save you time and effort. To duplicate an invoice, simply open the invoice you want to duplicate and click on the "Duplicate" button. This will create a copy of the invoice with the same information, allowing you to make any necessary changes before sending it out to your customer.

Duplicating invoices can be useful for recurring billing, saving you from having to manually enter the same information each time. It also allows you to easily track and manage your invoices, ensuring that all necessary documentation is in order for your records.

How to duplicate an estimate in Quickbooks

If you need to create a new estimate based on an existing one in Quickbooks, you can easily duplicate the estimate. To duplicate an estimate, open the estimate you want to duplicate and click on the "Duplicate" button. This will create a copy of the estimate with the same details, which you can then modify as needed before sending it to your client.

Duplicating estimates can be helpful for creating variations on existing estimates or for quickly generating new estimates based on previous ones. It streamlines the process and ensures consistency in your estimates, making it easier to manage your client proposals and track your business's financials.