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Replying to:
Charies_M
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It's an honor to assist you today, DioChi.

 

I'm here to help add a change order to an Estimate with Accountant's Copy.

 

Since your access is restricted, you'll want to ask your accountant to remove the accountant's copy restrictions. You can share the instructions below on how to remove the Accountant's Copy Restriction

  1. Go to the File menu, then select Send Company File.
  2. Choose Accountant's copy, then Client Activities.
  3. Select Remove Restrictions.
  4. Click Yes, I want to remove the Accountant's Copy restrictions, then OK.

 

Then, you can start adding a change order. When you make changes to your estimates, the Add Change Order box will pop up after the Recording Transaction window appears. I'll show you some screenshots below:

 

This is the Recording Transaction pop-up. Just click Yes and the Add Change Order will automatically appear.

This is the Add Change Order box. Click Add to save the changes made.

 

You can have this article handy for more information about creating estimates in QuickBooks Desktop: Create an estimate.

Once done, you can start importing an accountant's changes. More about importing accountant's changes into your company can be found here: Import your accountant's changes into your company file in QuickBooks Desktop.

 

All you need to know about managing Accountant's Copy can be found in the following resources:

You know where to go if you need help with managing an accountant's copy in QBDT. Have a great day!.

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