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timetowaste247
March 19, 2019
Solved

This is for an Automotive Repair shop, I was wondering if/how to create a list of customer's vehicles?

  • March 19, 2019
  • 3 replies
  • 0 views

What I want to be able to do it keep track of which vehicle is being worked on (assuming customer have multiple vehicles). When I make an invoice, once I have selected the customer I want to be able to have a drop down list so that I can select which vehicle is being worked on. 

For example

John owns Car 1 and Car 2

When I make an invoice for John, I want to be able to select Car 1 or 2 from a list of just the two cars associated with John.

Best answer by VAC Mark

I'm using QuickBooks Desktop 2020 for automotive repair. Most versions have a tab somewhere in the Customer Profile called 'Notes'. I list each vehicle there (year, make, model, VIN, mileage). Each time I work on one of the vehicles listed, I edit the mileage. I cut and Paste it into the 'Customized Invoice'. To be able to have it appear on the Invoice, I changed the 'Ship to' field to 'Vehicle'. You would have to learn how to use the customizing feature in QuickBooks. Since I do zero shipping its not a problem. Profit and Loss reports come out fine.

3 replies

R
Rasa-LilaM
March 19, 2019

Greetings, timetowaste247.


Welcome aboard to the QuickBooks Community. I can help and guide you on how to create a list of your customer’s vehicles.


I have a few easy steps to do this in your account. The first thing is to create an item list for each vehicle.


Here’s how:

  1. Go to List at the top menu bar, then select Item List.
  2. Click on the drop-down for Item, and choose New.
  3. Under Type, select the category on how you want to track the vehicle.
  4. Fill in the necessary fields.
  5. Click on OK.

 

Once completed, you can start using these items whenever you create an invoice for John. On the Invoice page, make sure to click on the Item code drop-down and select the correct vehicle.

 

This way, all transactions associated with each item are properly tracked in QuickBooks.

 

I’m also adding a link with detailed answers to your frequently asked questions about adding, modifying and deleting items.

 

The information I provided should point you in the right direction.

 

If there’s anything else I can help you with, leave me a comment below. I’ll be right here to assist you further. Have a great day ahead.

 

    Rustler
    Rustler
    March 19, 2019

    @timetowaste247 

     

    No, you do not make an item for a customer car, items are what your business does or sells.

     

    You create the customer, then create a sub customer for each car the customer owns, then you invoice the sub customer (car) for the work done.

      S
      schenkcorp
      March 11, 2022

      @Rustler 

       

      This is also the way that we handle our customer base. Customer with all of their contact information and sub-customer for each vehicle.

      V
      VAC MarkAnswer
      February 6, 2020

      I'm using QuickBooks Desktop 2020 for automotive repair. Most versions have a tab somewhere in the Customer Profile called 'Notes'. I list each vehicle there (year, make, model, VIN, mileage). Each time I work on one of the vehicles listed, I edit the mileage. I cut and Paste it into the 'Customized Invoice'. To be able to have it appear on the Invoice, I changed the 'Ship to' field to 'Vehicle'. You would have to learn how to use the customizing feature in QuickBooks. Since I do zero shipping its not a problem. Profit and Loss reports come out fine.

        V
        Vodkaspatula
        January 6, 2024

        What I'd like to know is, why would I use an auto repair invoicing program integrated to quickbooks? Is the sole reason for payroll? Because I'm the only employee, however I plan to hire employees in the future. So do I need quickbooks for any other reason? I minored on accounting in college and my father holds an MBA, just so you know I am familiar with accounting terminology and GAAP Principles. So no need for lamence terms. Thank you.

        A
        Amanda-B
        January 8, 2024

        Hey there, Vodkaspatula.

         

        I appreciate you chiming in on this thread. 

         

        Small businesses use QuickBooks not only for Payroll but its a great software to have as it helps keep track of your finances. There are a few different plans you can chose from. If you think this could fit your business needs, I recommend reaching out to the Sales department team they'll be able to provide more details on the benefits of QuickBooks.

         

         For QuickBooks Online: Schedule a Callback or start a Chat: select (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > then hit Let's Talk > choose Get a callback.

         

        For QuickBooks Desktop click here.

         

        If you have any other questions, feel free to reach back out here

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