FAQ: Change Orders

Will Change Orders automatically send to QuickBooks when approved?

It depends on your company's QuickBooks Settings for Change Orders. Within these settings, you can choose to automatically send Estimates and/or Invoices to QuickBooks Online for Approved Change Orders. To enable these settings, click the grey three-dot menu found within the Change Orders Overview pane. Select the option "QuickBooks Settings", then choose the "Change Orders" tab. Here, you can select what actions should occur when a Change Order is approved by a builder (Company User) or client (ClientLink User). 

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