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April 18, 2022
Question

Change Orders Descriptions

  • April 18, 2022
  • 1 reply
  • 7 views

Hello,

 

I was wondering if there was a way for the text in the change order to reflect the item description, rather than the name.  For example in this screenshot it says "Carpenter" has been changed but I would like it to say "Carpenter On-site Labor" (The description of the item in the estimate).

 

Thank you

1 reply

Moderator
April 18, 2022

Yes, there’s a way, @1909839. 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!

January 9, 2025

Does QuickBooks enterprise manufacturing have this Change Order Option in the estimate's templates? If so, how would I enable it? Thanks.

QuickBooks Team
January 9, 2025

We've got the detailed information to help you manage customer form entries, bookkeeper100.

 

I've seen that you've posted twice in this forum with the same concern. Don't worry, my colleague has already provided a solution for you to guide you in managing estimate transactions. Feel free to visit this link: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-change-orders/01/1521363#M232514.

 

We'll keep this thread available for any additional queries you have when handling these forms and your overall business. Keep safe and have a good one.