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Change order tracking


Change orders are a significant issue in many industries using job costing, rarely do customers fail to request changes to the original job after it is underway. QuickBooks Desktop accommodates change orders by incorporating them into the estimate process. 

Detailed information
After an estimate has been created and saved, should you attempt to make a change to that estimate, QuickBooks Desktop asks if that modification should be treated as a Change Order and, if so, what text you would like to add to the Estimate form to note the Change Order. The Estimate, including the impact of the Change Order, can then be printed and provided to the customer to help alleviate any billing disputes.
  • When adding change order text to the Estimate, edit the text to add a signature line. This allows the estimate to serve as both a budget document and a document that can be printed and signed by the customer.
  • Another way to track Change Orders is through the Customer:Job list. For each Change Order a sub-job can be created under the main job so a separate estimate can be tracked for the scope change. It would be set up with the following categories:
    • Customer Name
    • Job 1
      • Change order 1
      • Change order 2

By setting it up this way, you can run a Job Profitability report just on the Change Order, or on the Job in total including scope changes.

KB ID# INF13118
10/25/2016 6:48:03 AM
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