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How do I create a work order in quickbooks online?

Forum|Forum|7 years ago
March 12, 2019
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QuickBooks Online

Best answer by how to enter opening balance i

Let’s address your concern about creating work orders in QuickBooks.

At this time, the Work Order feature is not available in QuickBooks Online. As a workaround, you can use Delayed Charge. These are non-posting transactions that look similar to work orders and invoices.

Here's how:

Click on the Plus (+) icon.
Choose Delayed Charge.
Enter all the information needed.
Click Save and Close.

I've also shared screenshots below to guide you.

If this is something you want to see added in the future, feel free to send this as a suggestion directly to our product engineers. To do that, just click on the Gear (+) icon and choose Feedback.

Reach out to me if you have additional questions by commenting below. I'll be glad to answer them.

H

how to enter opening balance iAnswer

Hello milltownyacht,

Let’s address your concern about creating work orders in QuickBooks.

At this time, the Work Order feature is not available in QuickBooks Online. As a workaround, you can use Delayed Charge. These are non-posting transactions that look similar to work orders and invoices.

Here's how:

Click on the Plus (+) icon.
Choose Delayed Charge.
Enter all the information needed.
Click Save and Close.

I've also shared screenshots below to guide you.

If this is something you want to see added in the future, feel free to send this as a suggestion directly to our product engineers. To do that, just click on the Gear (+) icon and choose Feedback.

Reach out to me if you have additional questions by commenting below. I'll be glad to answer them.

E

EAC Paving

We're in the same boat. Our business desperately needs to be able to print work orders from estimates. We prefer to not have pricing on them as this is unnecessary for our technicians. They only need to know the customer, location, and what they are going there to do, and the quantity. Pricing is handled by sales and invoicing. I realize that others may need pricing and such on their WO's. Please add this feature to QBO ASAP and allow us to separately toggle pricing information on or offf in the WO as we wish. Thanks.

J

JamesM

No worries. I'll make sure your feedback gets to the right hands. Reach out if you need anything.

P

PAMB

PLEASE ADD THIS FEATURE!!! THE DELAYED CHARGE IS TERRIBLE, BECAUSE YOU CAN'T PRINT IT OUT NOR DOES IT CONTAIN CUSTOMERS INFORMATION IN ORDER TO PRINT AND GIVE TO TECHNICIAN TO TAKE CARE OF THE "WORK ORDER". DELAYED CHARGE WOULD BE PERFECT WITH A FEW TWEAKS!

AddieC

I can appreciate that a Work Order is what you're looking for, rather than a Delayed Charge. I'm going to pass along your feedback to the engineering team for review. We're always searching for ways to improve the software and make QuickBooks Online better. Thanks for your suggestions.

A

atrain

I agree. A WORKORDER feature is desperately needed.

The delayed charge does not work.

At least let me remove the SUBTOTAL and TOTAL from an estimate.

Please hurry. I was sold on Quickbooks online. But this program is unuseable without a being able to print a workorder.

C

clee560

We really need this feature! I'm in the same boat as you guys.

M

milwaukeecandleco

I just created a username just to post on this thread to express the importance of a Work Order feature. Please implement this! Thanks!

C

chuckchuck2308

WE ALSO NEED THIS FEATURE!!! I'M SICK OF QBO SAYING, "We'll pass the information to development, blah blah blah" and then NOTHING EVER HAPPENS!!!!!!!!!!!!!!!!

C

chuckchuck2308

Unless I'm missing the instructions how to do a work as requested for months and months, this is NOT SOLVED!

S

SeanCross1

I am in the same boat. Recently was sold into moving to QBO and was told i was going to be able to run my business the same way if not better as I would with the desktop version. THAT IS NOT THE CASE! I cant make work orders / cant make invoices pending. After reading this thread its obvious that QBO needs to handle business and fix the issue. Very disappointed with QBO so far and its not making things easier by any mean. Writing up pending invoices and sending my repair tech with that pending invoice made life easy. I could finalize the invoice with or without changes after my repair tech was finished with the job. Had all my customer information ready to go with what needed to be done right on the pending invoice. Job gets finshed... then boom make it final.... Print and send. QBO needs to figure it out.

P

PNutButterBananas

Are you kidding me!?!? My company has been working for MONTHS to convert from QuickBooks Desktop to QBO because we were led to believe that all of the features we needed were in QBO and were better than QBD. Now I am learning that Work Orders don't exist in QBO. How in the world is a company supposed to function without Work Orders? I am frustrated and disappointed. Intuit...do your job and make QBO live up to the promises you made!

N

NorthshoreTree

Quickbooks employees - WHEN WILL THIS FEATURE BE AVAILABLE?

Sincerely,

Impatient clients who will switch to another program if it's not implemented soon.

L

LauraAB

Hello NorthshoreTree,

I can see how important this feature is to you and can appreciate being eager to see it implemented. At QuickBooks, we're geared toward giving you the tools you need to complete your accounting tasks for your books.

I don't have a timeline I can share about when new features become available in the program. I want to assure you your input is important to us and the product development team takes feedback about features users would like to see into consideration. If you haven't done so already, I encourage you to share your thoughts via the steps in this article: How do I submit feedback?

While waiting for this feature, you can also consider third-party apps that might do the trick. Use the search bar in the Apps section of QuickBooks Online to see what's available for creating and using work orders with the program.

I hope that helps!

A

Arif3

I, too, have been wanting to convert to Quickbooks Online however it does not offer work orders. Very frustrating. It is essential to our business and seems would be a very quick addition to the online program. Why is it taking so long to address this issue???

Fiat Lux - ASIA

@Arif3

You will difficult to find the work order feature on any accounting app similar to QBO. You still need to have an additional app. If you are running a field service business, consider the work order app as I mentioned earlier to integrate with QBO Easy Start and save your budget.

https://quickbooks.grsm.io/Canada

C

Cindy H74

I'm wondering if anyone has tried using 3rd party app called BlueFolder to create work orders with Quickbooks Online?

Fiat Lux - ASIA

@Cindy H74

I resent the PM.

Anyway, BF is similar to the app as I mentioned in the earlier post and it also supports QBD. Unfortunately the website of BF is outdated. You may compare it with this app

https://www.knowify.com/contractor-business-software?advisor=Advisor16374

T

tannenbaum

Have you gotten work orders into QBO yet? We cannot operate without a printed work order and your "work around" is not a real WORK AROUND.

We were going to upgrade our license too, but if this does not work, it is useless to us .