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work orders

Hello.

I'm kind of new to QuickBooks.  Haven't used it since the late 90's...

 

I need help in downloading or setting up a form "work order" like "create estimate", so I can do the work and have it brought into invoicing directly.

 

I'm going to use another app for my technicians in the field, probably Go Canvas or Pronto Forms... then they can do their paperwork and it will be brought into QuickBooks.

 

Any advice, direction, comments....

ANY help is much appreciated. 

1 Comment
QuickBooks Team

Re: work orders

Hello there, L Larson.

 

Thanks for joining us here today and choosing QuickBooks as your accounting partner. I can help you modify the transaction template and integrate applications with QuickBooks.

 

You have the option to change the template title to Work Order, here's how:

  1. Click Lists.
  2. Choose Templates.
  3. Right-click on your mouse and click New.
  4. Choose Sales Order and click OK.
  5. Click Additional Customization.
  6. Under the Header tab, change the default title to Work Order.
  7. Update and customize other necessary fields.
  8. Click OK.

 

Next time you create a sales order, make sure to select the template you've created:

  1. Click Customers.
  2. Choose Create Sales Orders.
  3. Select the template.
  4. Enter the necessary information.
  5. Click Save & Close.

 

For more insights, please refer to this link: Use and customize form templates.

 

On the other hand, we have a different website for concerns specific to integrating applications with QuickBooks. I recommend visiting out Intuit Developer Portal.

 

That should get you going today, L Larson.

 

Please know that I'm still willing to help you more if you have other questions about QuickBooks. You can mention my name or add a comment below. Have a wonderful day ahead!