Home > SI 2015 Documentation > User Guide > QuickBooks > Change Orders to QuickBooks Estimate

Change Orders to QuickBooks Estimate

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Overview

 

This explains how to transfer a Change Order to QuickBooks.

Feature

 

When you compare two Revisions, you can choose to export the changes to a new QuickBooks Estimate or to an existing QuickBooks Estimate.

What are the benefits of this feature?

 

Changes that are made to a Project after the initial Estimate has been created in QuickBooks can be exported to a QuickBooks Estimate.

Details

 

On the Project Compare Editor, there is a QuickBooks tab that will allow you to export a new QuickBooks Estimate or add to an existing QuickBooks Estimate:

 

 

Note: You can only push over a "Change Order" to a new QuickBooks Estimate if the net value of the Change Order is positive. If the net value is negative, your only option is to push the "Change Order" to an existing Estimate. You will get the following warning if you attempt to push a negative "Change Order" to a new QuickBooks Estimate:

 

estimate must be positive.jpg

 

For full details on pushing an Estimate to QuickBooks, click here. This page will focus on what happens when you add to an existing QuickBooks Estimate.

Add to Existing Estimate

 

From the Project Compare Editor, click the Add to Existing button and then select either "Selected" or "All":

 

 

You will be prompted to select or enter the QuickBooks Estimate number that you wish to append:

 

 

The Add to Existing Estimate form will open. Here you can review the changes you are about to send to QuickBooks, as well as change the description for the Change Order:

 

add_to_existing_estimate_form.png

 

When you click the [Add to Estimate] button and the Change Order transfers, you will get a confirmation message:

 

 

When you click [OK], you will be prompted to save the Project:

 

 

When you close the Project Compare Editor window you will be prompted to create a Revision for the Project. Click here for details of creating a Revision.

 

 

Your QuickBooks Estimate will now display/calculate the Items that you pushed:

 

estimate_in_qb.png

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