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Batch enter statement charges

Is there a way to batch enter statement charges?

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QuickBooks Team

Re: Batch enter statement charges

Hello, @QuiltLady.


Thanks for reaching out to the Community. I’m here to share some information about statement charges in QuickBooks Desktop.


Statement charges are typically used to bill customers on a monthly basis. The option to batch enter this transaction is currently unavailable.


Here’s an article that tackles more about this: Create statement charges.


This feature is only available to transactions like invoices, credit memos, checks, deposits, credit card charges and credits, and bills and bill credits. 


As a workaround, enter batch invoices instead. Here’s how:

  1. Go to the Customers menu and select Create Batch Invoices.
  2. Double-click the customer name you want to create invoices with to add them to the Customers in this group box.
  3. Click Next.
  4. Choose the line items for the batch invoice, then click Next.
  5. Review the list of invoices to be created for this batch and click Create Invoices

 

 

 

 

See enter transactions by batch in QuickBooks for more information.


This should answer your concern for today. Post again in the Community if you need anything else, I’m always here to help. Have a great day!