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How to tame QuickBooks lists Part 2

By Nora Tucker

0 min read

In Part 1, we looked at how to make lists in QuickBooks work for you and in Part 2, we’re going to look at how the Filter and Batch actions buttons can also make life easier.
The best way to explain these buttons is to show their most popular use: the batch printing and sending of invoices.
How to batch print and send invoices
• Choose (1) Transactions > Sales.
• Click the (2) Filter button.
• For Type, select (3) Invoices.
• For Status, select (4) Open.
• For Delivery method, select (5) Print later or Send later.
• Note you can cancel settings (6) here; to start over, click Clear filter/View all.
• Click the (7) Select all checkbox to select all listed transactions.
• Click the (8) Batch actions button and select Print transactions or Send transactions.
Want to know how to add invoices to the Print or Send queue?
• Choose the default setting at Gear > Company Settings > Sales > Sales form content > Preferred delivery method (or if you don’t see that, choose Gear > Company Settings > Form Delivery > Delivery method default); to change individual customer settings, go to Customers > click a customer > Edit > Payment and billing > Preferred delivery method.

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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