So you are looking for the ability to quickly make a copy of an existing estimate, sales order or invoice in QuickBooks?
Doing so is pretty easy. First, open up the estimate, sales order or invoice that you want to copy from (Tip: use the handy new search feature in QuickBooks 2011 and newer or the Edit > Find option in older versions of QuickBooks).
From there, you have a couple of options:
- Right click anywhere inside the form and then click on the "Duplicate" option
- Click Edit in the menu bar, then click the "Duplicate" option
At that point, QuickBooks will literally copy and paste the contents from the old into the new. From there, you can change or edit information as needed, and then save it.
This can be a huge timesaver for many businesses that do a lot of "same as, except for" type of quoting or invoicing situations where the core of the information remains the same but one or two pieces of information need to change.
- What is a Sales Order in QuickBooks and How Can it Help Your Business?
- How to Combine Multiple Sales Orders into One Invoice in QuickBooks