Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
S
Sudbury builders
July 27, 2023
Question

Change orders

  • July 27, 2023
  • 1 reply
  • 8 views

I know how to create a change order that shows up in an original estimate. Is there any way to send/email that change order to a client for approval before work is commenced? This for a construction company. Trying to avoid having to use a different platform, ie. google docs, Excell to perform this so I can keep it all under one program.

1 reply

JessT
JessTModerator
Moderator
July 27, 2023

Hi Sudbury builders!

 

It's a good idea to notify and let clients approve changes to their orders before starting a project. I'm happy to walk you through emailing a change order without having to use the other platforms you mentioned.

 

I understand that you know how to make a change order. Therefore, all you need to do is open the estimate that has the change order note and send it like sending a regular transaction. I've added a screenshot for your visual reference.

 

 

On the other hand, an estimate is part of the accounts receivable workflow in QuickBooks. That said, I'm glad to share this article for your additional reference: Get started with customer transaction workflows in QuickBooks Desktop.

 

I'm just right here if you need more help sending your change order or if you have any other questions related to estimates. My colleagues will also continue to assist if I'm out of office.

T
totallytol
September 21, 2023

Thank you but I only want to email them the estimate with ONLY the change order portion for them to approve. It would only be an invoice if they approve it and they don't need to see all the information before the change order in many cases.

Thank you

[email address removed] 

Tolly 

J
JamesAndrewMModerator
Moderator
September 21, 2023

Hello there,

 

I can see how convenient it is for you and your business. Currently, this is the design configured in QuickBooks Desktop. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here is how:

 

  1. In your QuickBooks account, click the Help option.
  2. Select the Send Feedback Online option.
  3. Choose Product Suggestion.
  4. Enter your feedback.
  5. Click the Send Feedback button.

 

Also, feel free to visit our Feedback forum page to see a list of other QuickBooks users who have already suggested this feature and for the recent updates in QuickBooks.

 

You can utilize this article for future reference: Customize reports in QuickBooks Desktop.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead!

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement