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simon22
Level 1

Create work order

 
1 Comment 1
JasroV
QuickBooks Team

Create work order

Hi there, @simon22.

 

You can use the Estimate feature in your QuickBooks Online (QBO) account in creating a work order. While QBO doesn't refer the form as a work order, you'll find estimate as same. 

 

You can use an estimate when you want to give your customers a quote or proposal for the work you plan to do. Let me guide you through the steps in creating an estimate.

 

In your QBO account:

  1. Click the (+) Plus icon.
  2. Select Estimate.
  3. Choose a customer.
  4. Enter the needed information.
  5. Once done, click Save.

Here's an article you can read for more details: Set Up and use Estimates.

 

Then, once your customer accepts the estimate, you can easily convert the estimate to an invoice. Let me guide you how.

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Find and open the estimate.
  4. Select Create invoice.
  5. Fill the needed details and click Save and close. 1.png

I've got you this article for more details: How to Convert an Estimate into an Invoice.

 

Also, I'm adding this great article for reference in case you want to create more than one invoice from a single estimate: Create Partial Invoices from an Estimate.

 

As always, feel free to reach out to us if you need further assistant. I'm always here to help.