Does QuickBooks Have Work Orders?

 In Post, QuickBooks Desktop, QuickBooks Tips and Training

Looking for a way to track work orders in QuickBooks for your service or manufacturing business?

You’re in luck!

The Premier and Enterprise versions of QuickBooks have a feature called “sales orders”. This feature can easily be used to track your open work orders. Note this feature is NOT found in the Pro edition of QuickBooks.

HOW TO ACCESS WORK ORDERS IN QUICKBOOKS

On the home screen of QuickBooks, you’ll see the icon for sales orders as shown below:

As you can see by following the road map, you can turn a quote/estimate into a work order, and then easily turn a work order into an invoice in QuickBooks.

Once you get to the sales order screen, you can easily customize the screen to get rid of the reference to sales orders and replace it with work order as shown in the screen shot below:

USING WORK ORDERS IN THE FIELD

If you have technicians or service crews out in the field that need to handle work orders, there are several add-on programs for QuickBooks that can help you in this area as well.

These add-on programs are designed to sync directly with your QuickBooks database to eliminate duplicate data entry. Some of them offer functionality such as scheduling and the ability to accept payments at customer sites as well.

A DEEPER LOOK AT WORK ORDERS

Want this functionality in your business but don’t have the time to figure it all out?

Contact me today to arrange a time to get the exact help you’ve been looking for. I’ve been helping businesses with QuickBooks since 1999 and welcome the opportunity to help you too!

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