cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 3

Change Order

I have looked at every “how to” and multiple threads on this website. What do I do if the “change order” box doesn’t populate when I make changes to an estimate? Pls help. sos

Solved
Best answer July 20, 2020

Best Answers
Highlighted
Moderator

Change Order

You've made the right choice of coming here, JRH2.

 

When you make changes to your estimates, the Add Change Order box will pop up after the Recording Transaction window appears. I'll show you some screenshots below:

 

This the Recording Transaction pop-up. Just click Yes and the Add Change Order will automatically appear.

This is the Add Change Order box. Click Add to save the changes made.

 

You can have this article handy for more information about creating estimates in QuickBooks Desktop: Create an estimate.

 

If it still doesn't give you the change order box, I suggest running the Verify and Rebuild Utility Tool. This helps repair any data damage in the system. Below are the steps on how to do this:

 

  1. From the File menu.
  2. Click on Utilities.
  3. Select Rebuild Data/ Verify Data.
    QBDTverifyrebuild.PNG

I've got your back whenever you need help while working with QuickBooks. It will be a pleasure to assist you further. Enjoy the rest of the day!

View solution in original post

4 Comments
Highlighted
Moderator

Change Order

You've made the right choice of coming here, JRH2.

 

When you make changes to your estimates, the Add Change Order box will pop up after the Recording Transaction window appears. I'll show you some screenshots below:

 

This the Recording Transaction pop-up. Just click Yes and the Add Change Order will automatically appear.

This is the Add Change Order box. Click Add to save the changes made.

 

You can have this article handy for more information about creating estimates in QuickBooks Desktop: Create an estimate.

 

If it still doesn't give you the change order box, I suggest running the Verify and Rebuild Utility Tool. This helps repair any data damage in the system. Below are the steps on how to do this:

 

  1. From the File menu.
  2. Click on Utilities.
  3. Select Rebuild Data/ Verify Data.
    QBDTverifyrebuild.PNG

I've got your back whenever you need help while working with QuickBooks. It will be a pleasure to assist you further. Enjoy the rest of the day!

View solution in original post

Highlighted
Level 3

Change Order

I haven't had the opportunity to run those utilities to try and fix this problem because my admins are worried about data loss, but I believe this is definitely the answer I was looking for. Thank you very much @Charies_M !

Highlighted
New Member

Change Order

Hello Charles, 

 

Thanks for your post, I am actually looking to do the opposite.  I will like to turn OFF the Add Change Order box that appears every time I make a modification. Is there anyways Quickbooks lets you do this? 

 

I will appreciate your help, 

 

Thanks

JCC 

Highlighted
QuickBooks Team

Change Order

You've come to the right place, @JCCinteriors.

 

Currently, we're unable to turn off the Add Change Order window when editing your estimates. It'll automatically pop up when there are changes made to them. This way, QuickBooks can accurately record the transactions created.

 

For now, you can disable the pop-up window whether to save the changes or not when adding some entries to your estimates. 

d587.PNG

Here's how to do it:

 

  1. Go to Edit, and then choose Preferences.
  2. Select General, and then the My Preferences tab.
  3. Uncheck the Warn when editing a transaction box.
  4. Click OK for the changes to take effect.

When you're ready, you can begin converting your estimates into invoices. This way, the changes made to them will appear on the customer center or be posted to the sales account. To do that, just click Create Invoice at the top right portion of your estimates.

 

Also, you can personalize your estimates to get the info that matters most to your business. For more details, please check out this handy article: Use and customize form templates.

 

Lastly, I recommend visiting our Firm of the future site to get you in the loop about the latest news and QuickBooks updates.

 

I'm always around ready to help if you have some follow-up questions about this. Have a good one!

Need to get in touch?

Contact us