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December 7, 2018
Solved

Estimate vs Purchase Order for Work Order

  • December 7, 2018
  • 1 reply
  • 9 views

Should I use an Estimate or Purchase Order as a Work Order workaround?

Best answer by Regina_Lend_A_Hand_Accounting

It is true that Purchase Orders cannot be customized in the same way that Invoices, Sales Receipts and Estimates can in QBO. But you can use the baby gear icon and add your own custom fields to a Purchase Order, and you can turn-on custom transaction numbers. Estimates are for Customers and Purchase Orders are for vendors. If you need to present an Estimate to your Customer for this Subcontracted Service then you would create an Estimate for them.


1 reply

Regina_Lend_A_Hand_Accounting
Level 2
December 7, 2018

What is the work order for? Who is it being issued to?

elimepAuthor
December 7, 2018

We are a flooring company, and the work order is for our subcontractors who will install/do the services.

Regina_Lend_A_Hand_Accounting
Level 2
December 7, 2018

From my understanding, you can't create a custom purchase order. That's why I ask estimate vs purchase order. Why should I use one over the other? 


It is true that Purchase Orders cannot be customized in the same way that Invoices, Sales Receipts and Estimates can in QBO. But you can use the baby gear icon and add your own custom fields to a Purchase Order, and you can turn-on custom transaction numbers. Estimates are for Customers and Purchase Orders are for vendors. If you need to present an Estimate to your Customer for this Subcontracted Service then you would create an Estimate for them.