FAQ: Change Orders

Can I link a Change Order directly to an Estimate line item?

No. However, you can link a Change Order to an Estimate Subcategory. Due to accounting integration requirements, only Estimate Subcategories can be linked to Change Orders as QuickBooks requires Change Orders to be sent at the Subcategory level. Within the "Change Orders" tab of your Estimate, you can view any Subcategories linked to your Change Orders by hovering over or clicking on the corresponding link icons 🔗 shown for each linked Change Order. 

Step-by-step instructions for linking a Change Order to an Estimate Subcategory can be found in the article Link a Change Order to an Estimate.  

Click here for more frequently asked questions (FAQs) regarding Change Orders.