Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
lindak1119
Level 7
January 8, 2019
Question

I need to be able to generate work orders, i'm currently running QBO. I understand its not offered in QBO currently, so which version do I need ?

  • January 8, 2019
  • 15 replies
  • 72 views
No text available

15 replies

Anonymous
January 8, 2019

Hello, 805glass.

 

QuickBooks Desktop Premier and Enterprise have a feature called Sales Order. This can be modified into a work order form. The sales order feature does exactly as the work order which they link orders to specific customers and invoices.

Here’s how to convert sales order form into work order:

  1. Click Edit at the top and select Preferences. Choose Sales and Customers from the left menu and go to Company Preferences.
  2. Check the box next to Sales Orders and click Ok. Click the Sales Oder icon from the Home screen.
  3. In the Create Sales Order window, click the Formatting tab then click Manage Templates.
  4. Select Custom Sales Order then Copy.
  5. Name the new template by Work Order into the Template Name field. Click Ok to start customizing.
  6. Click Additional Customizing to check all options then select Header and change it Work Order.
  7. Check both boxes next to Ship Date to include a field on the work order form for scheduling jobs. Change the text to something more appropriate like Scheduled Date or Job Deadline.
  8. Select Columns and clear the second check boxes next to Rate and Amount if you want to prevent your rates and charges from appearing on the printed work order. You can still enter this information on the computerized form for invoicing purposes.
  9. Make any other customization as appropriate for your company, and then click OK twice to exit the template. You can now enter a work order. Click Sales Orders on the Home screen and select Custom Work Order from the Template drop-down menu, when you need to return to the work order form later.

In QuickBooks Online, you can use the concept of Estimate. This feature also links to customers and can also be converted into invoice.

For additional information on how to create Estimate please check this article: https://quickbooks.intuit.com/tutorials/lessons/estimates/ 

 

Feel free to visit the Community space if you have other questions about QuickBooks.

safeguardpc1
safeguardpc1
June 18, 2019

I need to do the same thing, generate work orders. I have followed all the instructions to change a sales order to a work order.. I now need to know how to get the customer phone number to appear on my work order, as like when I choose a customer, the address comes up with it, I need the phone number to show as well and not have to enter every time.

RCVQuickBooks Team
QuickBooks Team
June 18, 2019

I know a way on how you can add the phone number, safeguardpc1.

 

You can add the phone number in the work order by customizing the template.

 

Here's how:

 

  1. Click Lists on the top menu.
  2. Choose Templates.
  3. Double click the customized work order you've created.
  4. Select Layout Designer.
  5. Click Add and choose Data Field.
  6. Select Customer Contact.
  7. Click OK. You may need to move the field.
  8. Click OK to save the changes.

I've provided a screenshot for your reference.

 

You can check out this article for more details about customizing form templates: Use and customize form templates.

 

Feel free to reply to this thread if you need anything else with work order. I'm here to help.

Kathy M1
February 14, 2020

I have been reading up on how to make workorders from Estimates but I am working QBO and apparently we cannot do this from QBO.  Is there a patch that we can purchase to accommodate the work orders?  Or do we have to purchase the desktop version?  Help

    GraceC
    Level 4
    February 14, 2020

    Hello there, @Kathy M1.

     

    At this time, the Sales Order tab is unavailable in QuickBooks Online. However, you can create an Estimate as a replacement and later on convert into invoices. Both are non-posting transactions and will not be included in the Profit & Loss report.

     

    On the other hand, an estimate happens when you're giving a proposal of items or services to your customers. With this, the quantity of your inventory items is not affected. 

     

    If you haven't created one yet, let me show you how to create an estimate.

    1. Go to the Plus icon.
    2. Under Customers, select Estimate.
    3. Select a customer and a date for your estimate.
    4. Choose an item or service under PRODUCT/SERVICE.
    5. Enter the quantity and the number of your items or services.
    6. Click Save and close.

    For your reference, I've included our detailed guide in creating an estimate.

     

    I'll be glad to help you if you have any other questions.​ Have a good day!

    Need QuickBooks guidance?
    Log in to access expert advice and community support instantly.
    Terms & ConditionsAccessibility statement