If you want your customized invoice layout to be similar for estimates, what should you do?

The choice to choose Lists > Templates and then select the form you want to duplicate is correct because QuickBooks provides a feature that allows users to create templates for various forms, including invoices and estimates. By navigating to the template list, you can select an existing invoice that has already been customized, and then use the duplicate feature specifically designed for templates. This method enables you to maintain the same layout, design elements, and settings, which ensures consistency across your documents.

Utilizing templates is key in QuickBooks, as it not only saves time but also provides a standardized appearance for different transaction types. This is particularly useful for businesses that want to project a uniform brand image across all customer communications.

In contrast, the inability to duplicate the look and feel of one form to another, as suggested by one of the other options, does not accurately represent QuickBooks' functionality since the software does offer ways to replicate layouts through templates. Selecting Customers > Create Estimate > Duplicate form is not the correct approach because this does not directly address how to replicate the customization of an invoice into an estimate format. Opening the customized invoice and clicking a Duplicate button may not necessarily lead you to a suitable form duplication option, as this functionality often relates to creating copies of existing items rather than