do your clients sometimes change what they want after they signed off on the
original estimate well then you need to learn how to deal with change orders
wendy'll if you have any questions about this topic you can leave them in the comment section
below and I'll do my best to help you and of course if you feel the video helped you I hope
you will click like and don't forget to subscribe to get updates on new videos that come out all
the time when dealing with changes to an original estimate or contract you should know that a change
order is a common term for an event that changes amounts in the original job estimate QuickBooks
Online does not provide separate documents to record changes to an estimate however every event
document like an estimate or a purchase order and every transaction is recorded in QuickBooks
and has its own audit trail which is a record of every change to that document or transaction
you can use this document or rather you can use this audit trail to document and record
every request to change to every estimate after it is created so let's take a look at the audit
trail for estimate number 3 the South Woods Road job under Kirschbaum we click reports then click
estimate progress invoicing summary by customer now here's the Kirschbaum job and South Woods
Road here's the estimate now it says it's 85% complete but you can click anywhere along this
line and you'll come back to the original estimate estimate number 3 now you may well notice at the
very bottom of the window on the right there's a button that you can click it says more and if you
click this button one of the choices is audit history and when you click that you see of the
date and time of every change that affected this document or transaction if you want you can click
the print button and print this out and you should also very importantly note that you can use this
for your own recording purposes and make whatever document your client wants with the information
from the estimates audit trail the document you give to the client as confirmation of the change
can be attached to the estimate with the original contract showing all the button over here which
I skipped over do that you see doing that shows all the details of everything that affected the
estimate including the changes and you will have to examine these details but again they're only
for your own documentation for example let's imagine Kirschbaum requested 10 additional
units of Mason work and 10 additional units of electrical work for the South Woods Road job
now today in real life is March 19th I must use the real date and time that I physically change
anything I can't really give you example dates in this case because the QuickBooks computer is
on the internet for QuickBooks Online will document the real date and time of every
change so let's take a look if we go back to the estimate by hitting the back arrow here we are in
the estimate and he wanted 10 additional units of electrical work so we'll make this 40 and
he wanted 10 additional units of Mason work so we'll make that 40 as well and now we'll click
Save and close click yes after the warning and now you see there's another line here edited by
Connie the contractor I guess that's me on march 19th at 8 fifteen PM eastern standard time while
I'm watching Star Trek now what you could do is click show all and it will show a great
amount of detail notice the first change where it says March 19th at 8:15 it's highlighted what
was changed so both the quantity and the money amount of these two items was changed on march
19th at 8:15 p.m. if you go down you could see that yesterday something happened except
it means we made another invoice towards the estimate if you go down a little more closed
means that you had finished the job so I don't know why they considered that closed it might
have been something I did you know you'll have to play around with this but again this is for
your own internal documentation purposes to know exactly what was changed when to the physical
estimate in QuickBooks Online the document that you give to the client as confirmation of the
change can be attached to the estimate with the original contract you just attach it like a file
so I'm going to hit the back button to go back to the original estimate and here we are just
scroll to the bottom of the estimate or you can scroll to the bottom of any document really and
there is an attachments button here when you click on it you can browse your own computer
for files that you can attach to the estimate or the transaction document then it will upload and
it will save it and point to that estimate so that you can always see it for example if this was the
change order scanned in as a JPEG for example you could double click and it would upload and
every time you open this estimate you could click here and actually see that document remember it's
just an example so you could more than one file to an estimate this could be the change order
click the icon again and you could attach the scanned and copy of the original contract and
both the contract and every documented change order that's a separate document that you gave
the client can be scanned in as a picture like a JPEG and then attached this way and then when you
click Save and close and then click yes those documents will always be with that estimate