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:
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.
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.
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.
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.
I will do this. Also another question, I was able to make a work order using the sales .
However when I go to use it, it says I need to add an account to it?
I have QB PRO 2019 Desktop. Do you have any suggestions? Really dont want to buy a whole new program to generate work orders..
I appreciate you for seeking assistance here in the Community. It would be my pleasure to help provide clarification regarding the message you encounter when creating a sales order in QuickBooks Desktop.
Right now, the ability to create a sales order is only available in the Premier and Enterprise version only. The error prompt message to assign an account happens due to the compatibility when using Pro.
The only workaround available if you don't want to upgrade QuickBooks is by using the Estimate feature. You can rename the template as a work order by following these steps:
Here's a sample screenshot for your visual guide:
For your future reference, I'm adding the article about creating sales order:
I'm always here if you seek additional assistance about sales orders. The Community has your back.
using qb desktop prem. 2019
In order to keep job numbers the same we are creating an estimate at a "zero" amount an then the job/work order number to agree. is there another way to do this to keep me from having all of these estimates at a zero value?
Hello there, mrzdockwalker.
To make sure I'm on the same page, may I ask in which field you enter the job number when creating an estimate? This way, I can provide the right solution for your question.
In the meantime, the number used in each transaction increments based on the previous number entered. Thus, it will not keep the same number if you linked two transactions.
As a workaround, you can enter in the memo field the job number for tracking purposes. For additional reference, you can use the following article about how to modify templates, make a copy, and import or export them: Use and customize form templates.
Drop me a comment below if you have other report questions. I'd be happy to help you some more. Have a nice day ahead!
I did try to create a sales order with an amount as well as creating an estimate that has a value, mrzdockwalker.
Luckily, I was able to produce both transactions having the same number.
Is this what you're trying to achieve? if so, it's very possible to enter a value in these transactions while keeping their numbers the same. If not, i'm very excited to know more about this.
Don't hesitate to post them in the comments below. We'll be around to help anytime.