ekalpakoff

Maybe I am missing something here but how do I export a change order into quickbooks for billing?

Typically when a project is approved I will generate a sales order and export that to QB,

But what happens when I make modifications to items for the change?

What am I missing?

SenoS

Change Orders themselves cannot be exported directly to QuickBooks. Equipment that was added to a revision of a project can be added to an existing Sales Order for the project or a new Sales Order can be created and those products can be pushed over to QuickBooks. Equipment that was deleted or modified in a revision of a project cannot be added to a Sales Order so a manual reconciliation in QuickBooks is required.