To create work order in QuickBooks, you can follow these general steps:
Open QuickBooks: Log in to your QuickBooks account.
Navigate to the Customers Menu: Click on the "Customers" tab or menu option in QuickBooks.
Select Customer: Choose the customer for whom you're creating the work order. If the customer is not listed, you may need to add them first by clicking on the "New Customer" button.
Create an Estimate or Sales Order: Work orders can be created based on estimates or sales orders. Choose the appropriate option based on your workflow.
Estimate: If you're using an estimate as the basis for your work order, select "Estimates" from the menu and then click on "New Estimate". Fill in the details of the estimate including the items, quantities, rates, and any other relevant information.
Sales Order: If you're using a sales order as the basis for your work order, select "Sales Orders" from the menu and then click on "New Sales Order". Fill in the details of the sales order similar to creating an estimate.
Convert Estimate or Sales Order to an Invoice (Optional): Depending on your workflow, you may need to convert the estimate or sales order to an invoice after completing the work order. This step is typically done when the work is completed and you're ready to bill the customer.
Save and Send: Once you've created the work order (either as an estimate or sales order), make sure to save it. You may also have the option to send it directly to the customer via email from within QuickBooks.
Track Work Order Progress: QuickBooks allows you to track the progress of your work orders. You can update the status as the work is being completed and make any necessary adjustments to the order if needed.
Billing and Payment: Once the work is completed and the customer has been billed, you can record the payment in QuickBooks to complete the transaction.
Remember, the specific steps may vary slightly depending on the version of QuickBooks you're using and your individual business needs. Always refer to the QuickBooks documentation or consult with a QuickBooks expert for personalized assistance.
Source: https://www.owink.com/read-blog/57456_how-to-create-work-order-in-quickbooks.html
