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
Moderator

Account management

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

Level 3

Account management

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 !

Level 1

Account management

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 

QuickBooks Team

Account management

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!

Level 1

Account management

Hello, I am having the same issue when updating an estimate. the change order box does not populate. I have ran the rebuild/verify tool, however, it says there are no issues. The box populates for our admin user of the company, but not my user. Thoughts on how else to fix? 

Moderator

Account management

Glad to have you here, @CarreBrown,

 

Don't worry, we'll get this resolved in no time.

 

To diagnose the problem, try to open a test company file and check if the same issue is happening there. This platform has all the features of the actual working file making it a great place to check for corruptions and data issues.

 

To open a test file, click the Open a sample file drop-down on the QuickBooks Startup page. See this illustration:

 

If it works there, have the Administrator delete and recreate your QuickBooks access. Here's how:

  1. Sign in as Administrator then click on the Company tab.
  2. Choose Users then Set up Users and Roles.
  3. Enter the Admin password then click your login.
  4. Once your name is highlighted, click Delete.
  5. Hit Yes to confirm the action.
  6. To recreate the access, click New on the same page.

Let me know the result once you've tried the steps. I'm here to provide further assistance when you need it. Have a great rest of the week.

Level 1

Account management

Hello Jen_D!

 

We tried opening the test file and was not able to get the change order box to come up after making changes to an estimate. We deleted my user and recreated it, and it still does not appear after making changes. :( 

QuickBooks Team

Account management

Thanks for actively responding, @CarreBrown. I appreciate you for trying all the steps to fix the issue. 

 

A damaged component can be a culprit for this issue. That is why the change order box does not populate in the test file. 

 

I have some troubleshooting steps for you to fix the QuickBooks program-related issues. We can run the repair tool for QuickBooks Desktop. First off, let's create a back up your company file to avoid any accidental data loss. Restart your computer to ensure there are no programs that may affect the repair.

 

Then, follow these steps below:

 

  1. Open your Windows' Control Panel and select Programs and Features. If you don't see the option, hit on Programs, and then Program Features.
  2. Press on QuickBooks and click Uninstall/Change.
  3. Hit on Continue, then tap on Next.
  4. Tap Repair and click Next.
  5. Click on Finish when the repair is complete. 

 

Once done, update your QuickBooks to the latest release. Then, start your computer and open the sample file again. Check to see if it works. 

 

However, if the issue persists, I suggest you check out this great resource for more troubleshooting steps: Fix QuickBooks Desktop install errors.

 

Get back to me if you have other questions, I'd be happy to help.