Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowHello there, @tm1622. Now that you have me, I'll ensure you can get through this and have an invoice for your work orders in QuickBooks Desktop (QBDT).
Although QuickBooks doesn't have a built-in work-order form for this purpose, the Premier and Enterprise Solutions versions allow you to modify a sales order form and turn it into a work order form. QuickBooks then tracks the work orders just as it does sales orders, allowing you to link the work orders to specific customers and invoices. Input the steps below so you can proceed. To begin, here's how:
After this, you'll want to modify a copy of a Sales Order template, and then rename it to Custom Work Order. I'll walk you through the process so you can successfully modify it. To begin, here's how:
You can now enter a work order just as you would a sales order. If you need to return to work order form, you can click the Sales Orders on the Home screen and then select Custom Work Order from the Template drop-down menu.
When you're ready to create an invoice for your work orders, know that you can do it just like how you would create an invoice for your sales orders. Refer to this article for the steps: Create an Invoice for Work orders in QuickBooks Desktop.
Additionally, I've got you this article to help you track job costs in QBDT: Track job costs in QuickBooks Desktop.
You can also check this page to learn more about customizing a report to show specific data in QBDT: Customize customer, job, and sales reports in QuickBooks Desktop.
Should you need further assistance with this? Or do you need help performing specific tasks in QuickBooks? Feel free to get back to me anytime. I'll be more than happy to help you out once again. Take care, and have a good one!