QB Issue Resolution:
“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.”
Which is why you would use Desktop, not Online. You have a sophisticated need, but you seem to consider that Not Complex?
If Premier is too expensive for you, so is QB Online.
What you are asking is mostly available in QB Pro. You can Downgrade that data file into Pro, and there are Work Arounds for Charge Orders; you add a new Job level for that CO and its own estimate, for instance.
Pro handles ProgressInvoicing and Statements and Estimates just fine. You will have a few missing Job reports, and no Costs to Complete reporting.
Resolution for Issue 'Change Orders and Partial Invoices in Quickbooks Online' available: Yes (Solved).
Source: Intuit Community forum.
Change Orders and Partial Invoices in Quickbooks Online: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Customer statements
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Error Recovery for Customer statements [Canada]
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