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Roblansky
Level 1

Change Orders and Partial Invoices in Quickbooks Online

We are a Structural Steel Detailer: a company which creates details of steel constructions for steel fabricators and general contractors using a specialized CAD software. We currently use Quickbooks Premiere Contractor Edition to invoice our customers. Customers have jobs (projects), and invoices are based on the customer/project.  The QB Premiere Contractor Edition essentially exceeds our needs in all areas and is cumbersome to use, since we are in several locations and have to use hosting.  We would like to use QB online.  However, there is one set of features that we need and can't find: we need to create estimates (base bids), enter change orders if necessary, and invoice a combination of base bids and change orders.  We also invoice for parts of the project complete (I guess this is called progressive invoicing).  On that basis, we then need to generate Customer Statements for jobs.  Does anyone have any experience with an addon to QB Online that can handle this part?  Thank you very much in advance.

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