How to Create and Manage Work Orders in QuickBooks?

With organizations switching to QuickBooks Online, users are upgrading their skills for using the software in the best possible way. Among all other features, creating work orders is prime as it develops the foundation for an organized and profitable business. Once it is achieved, business people know the sequence in which the tasks are required to be completed to earn consistent profits.

QuickBooks work orders do not exist, which makes it tough for people to keep their set of tasks organized. However, the software provides multiple options for creating them to ensure having an organized premise for the smooth running of the businesses.

What are Work Orders?

Work orders are documents that help businesses keep track of the tasks required to be completed from time to time. When you have work orders created in QuickBooks, you have an organized set of data to tell you how to proceed with the orders received from customers in a proper sequence. Things remain organized when you have proper work orders to assist you. Plus, there are rare chances or no chance of missing out in carrying out any task. Creating work orders has a list of work orders received.

Why Creating and Managing work Orders in QuickBooks Online required?

When you have work orders created in QuickBooks Online, you can keep track of the following:

• The period by which the job is to be done.
• The details of team members who would be handling the task.
• The materials, tools, or resources required to accomplish the tasks.
• The additional information specific to your business processes.

Ways to Create and Manage Work Orders in QuickBooks Online

Here is how you create plus manage the work orders in the accounting software:

Way 1: Upgrade to Premier Version

The Premier or Enterprise version of the software helps you to create a work order. Thus, the first step is to upgrade to the version that allows the creation and management of work orders. To create work orders, you can modify sales orders and link them to customers as the sales order used to be linked.

The steps to create work orders are as follows:

• Move to the Edit menu
• Select Preferences
• Click on Sales & Customers
• Tick the checkbox to Enable Sales Orders
• Click OK to save the settings
• Move to Home screen
• Choose Sales Orders
• Select to Create a Sales Order
• Click on Formatting
• Select Manage Templates
• From the list of templates, choose Custom Sales Order
• Click on Additional Customization in the new template
• From the menu you are in, go to Header
• Change the Header label to Work Order
• Change the Ship Date to Date Scheduled or anything you wish to use to keep it work-order specific
• Click on OK
• Go to the template created to create a work order

Way 2: Create Estimates

In the older version, creating work orders is not an option. Thus, it is recommended that you create an estimate. This will help you check the status of the work orders as – Pending, Accepted, Rejected, or Closed. The steps to create an estimate:

• Move to the Home page
• Click on Create
• Select Customers
• Click on the Estimate option
• The system will automatically create the estimate.

Way 3: Delayed Charge

One more way of creating and managing work orders is by using the Delayed Charge feature. This feature helps create a transaction as and when required without adding or recording it to the general ledger. You will just require changing the dates as per your requirement. The steps to create a record under Delayed Charge:

• Click on the plus (+) icon
• Choose Delayed Charge
• Put in the details you want
• Choose to Close and Save

Of course, the above-mentioned steps are quite easy to follow. However, there are times when you might feel stuck while following the instructions. If that happens, don’t worry. Our technical experts will help you through the process. They are available 24/7 to guide and assist you with the overall process. You can connect with Dancing Numbers experts and they will try their best to help you in creating and managing work orders in QuickBooks Online.

While they try to give instructions over a call, they won’t hesitate to access your system remotely to accomplish the creation of work orders personally based on your requirements.

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