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myingling13
May 12, 2020
Question

Adding a change order to an estimate on QB Premier Plus

  • May 12, 2020
  • 11 replies
  • 66 views

This is a 2 part question. Part 1- I am currently using QB Premier Plus. I utilize the Estimate for contracts to do progressive billing. Often times we have change orders to those contracts, so I will go in and revise my estimate. I thought that a change order box was suppose to pop up when I save the changes to the estimate, but on my system it does not. I would like it to. How do I do this? 

Part 2-Will it be possible to continue adding change orders to estimates with the Accountant's copy in use? If not, then what is the best way to address the change order during this time? 

    11 replies

    MJoy_D
    MJoy_DQuickBooks Team
    QuickBooks Team
    May 12, 2020

    Hello, @myingling13. 

     

    You'll need to go back to the actual company file to update the estimate. After that, set up your QuickBooks to create an Accountants copy. See the following article to know more about this: 

    Create an Accountant's Copy of your company file in QuickBooks Desktop. 

     

    Check the following article to know more of what you can and can't do in Accountant's Copy: Use the Accountant's Copy. 

     

    Also, here's more information on how to create an estimate. Then, create progress invoices from the estimate: Set up and send progress invoices in QuickBooks Desktop.

     

    Let me know if there's anything that I can help. I'm always here to assist. Have a great rest of the day!

    myingling13Author
    May 13, 2020

    MaryJo

    By "actual company file" you mean the original estimate created for that client or not the Accountant's copy? So, while the Accountant's copy is in use, the change order box will not show up?  Even before the Accountant's copy the Change Order box did not appear. Is there a preference setting to turn that on? 

      GraceC
      Level 4
      May 13, 2020

      Hello there, @myingling13.

       

      Yes, you can change the original estimate created by your client. The option to turn on the Change Order box window is unavailable in QuickBooks. It will automatically pop up when there are changes made in the estimate.

       

      Please the screenshot below.

      I've attache this great resource that you can use for reference: Use and customize form templates.

       

      To learn some tips and tricks on managing your QuickBooks Desktop (QBDT) software, you can check our Help articles page for reference.

       

      You can come back in this thread if you have further questions. I’ll be more than happy to help you out.

      Len38
      October 6, 2020

      Hi! 

       

      We recently figured this one out at our business. We are using QB Premier. When you install QB on your computer you need to choose 'Contractor Edition' rather than 'General Business' in the set up process. This will activate added features for contractors including Change Orders. You may need to re-install QB. 

       

      Hope that helsp! 

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