Change Orders Descriptions

Yes, there’s a way, @Anonymous. And I’m here to help make the item description reflect in the Change Order instead of the item name.

To do that, you can simply change the item name in the Add Change Order window to your item description.

Here’s how:

1. Within the Add Change Order window, edit the details.
   
2. Click Add to add the displayed text on the estimate.
3. You can edit if you feel the appearance or the info is not how you want them to appear exactly.
4. Press Save & Close.
   

Here’s an illuminating guide that contains ways to personalize your sales forms in QuickBooks Desktop: Use and customize form templates. It also includes steps to import, export, and duplicate a form template.

Please don’t hesitate to add a comment below if you have any other concerns or questions besides Change Orders descriptions. I’ll be here. Take care always!

You're welcome, @Anonymous. It's our pleasure to help.

The option to populate the item description that the item name is currently unavailable. The function to set what to enter automatically in the order description would be a great addition to our current features.

I invite you to provide input to our developers so that this feature can be added to future releases. Rest assured, I'll do the same on my end.

Here's how:

1. Select Send Feedback Online from the Help menu.
2. Click the Product Suggestion from the drop-down menu.
3. Fill out the on-screen instructions in the QuickBooks Feedback window.
4. After that, click Send Feedback.

Check out the following articles for more information about creating an invoice out from the estimate that you've created:

• Get started with customer transaction workflows in QuickBooks Desktop
• Set up and send progress invoices in QuickBooks Desktop

Please let me know if you have any other queries concerning estimates. I'm always happy to lend a hand in any way I can. Enjoy the rest of your day!