Randy Lusia
by on February 6, 2018

Work order in QuickBooks can help you organize the format of your operations and streamline the invoicing for completed work. Although QuickBooks doesn't include a built-in work-order form for this purpose, the Premier and Enterprise Solutions versions allow you to change and modify a sales order form into a work order form. QuickBooks does regular sales orders, linking the orders to specific customers and invoices while tracking the sale orders.

Here are some steps which you must follow in order to create work orders in QuickBooks premier. Have a look,

1 -Enable the sales order feature if you don't use sales orders. Select "Preferences" and then the "Sales & Customers" check the box next to "Enable Sales Orders. Select "OK" to save the change.

2 -Select "Sales Orders" from the QuickBooks Home screen

3 - Click the "Formatting" tab on the Create Sales Orders window, and then click "Manage Templates."

4 -Select "Custom Sales Order" then "Copy".

5 -Name the new template by typing "Custom Work Order" into the "Template Name" field. Click "OK" to begin customizing the template.

6 -Click "Additional Customization" to view all advanced options and prevent overwriting.

7 -Select "Header" and change the Default Title text to "Work Order."

8 -Check both boxes next to "Ship Date" to include a field on the work order form for scheduling jobs. Change the text to something more appropriate like "Scheduled Date" or "Job Deadline."

9 -Select "Columns" and clear the second check boxes next to "Rate" and "Amount" if you want to prevent your rates and charges from appearing on the printed work order. You can still enter this information on the computerized form for invoicing purposes.

10 - Make any other customizations as appropriate for your company, and then click "OK" twice to exit the template. You can now enter a work order. Click "Sales Orders" on the Home screen and select "Custom Work Order" from the Template drop-down menu, when you need to return to the work order form later.


Posted in: Business
Like (3)
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