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Experienced Member

work order

Is there a way to create a work order/ service ticket with QB?

1 Comment
QuickBooks Team

Re: work order

Hi there, safeguardpc1.

 

While work order is currently unavailable in QuickBooks, you might want to use the Estimate function instead. You can use it in times that you want to send a quote, bid, or a proposal for work. Here's how:

 

  1. Click the Plus (+) icon and select Estimate.
  2. Select the Customer.
  3. Add any other details such as Date, Estimate Number, Product Service, and Rate.
  4. Click Save or Save and Send

Please see these articles for more details about how this feature works in QBO:

 

You can also use the Purchase Order function just in case it's something for your suppliers or vendors. I'll be around if you have other questions.