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April 8, 2022
Question

Is it possible to transfer an estimate to a different customer on QB?

  • April 8, 2022
  • 1 reply
  • 1 view
No text available

1 reply

Level 14
April 8, 2022

Hello WFC1, 

 

Welcome to the Community page, 

 

So all you need to do is go into the estimate and change the customers details to which ever one you need it to be and then save it.