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A
Anya-L
August 31, 2023
Question

Choosing invoices by the custom field

  • August 31, 2023
  • 1 reply
  • 12 views

Hello Community! Hope everyone is doing well! 

I used to run invoices by the custom field, but this option is no longer available. It was such a convenient and useful feature to have when you create 100+ different invoices. Is there a solution for this? 

Thank you. 

A. 

    1 reply

    S
    SirielJeaBModerator
    Moderator
    August 31, 2023

    Hello there, Anya-L! Thanks for reaching out to the Community space.

     

    We want to ensure we have all the details about your issue. May we know the process you performed in choosing the invoices by the custom field? This way, we'll be able to provide you with the appropriate information and course of action to take in resolving your issue.

     

    The Community is looking forward to your response. Have a nice day, ahead!

    A
    Anya-LAuthor
    September 1, 2023

    Hello. This is what I used to do: 

    Sales --> Invoices --> Gear Button --> Custom field click --> run invoices by the custom field. It's no longer there though. 

    Thank you for offering help. 

    A. 

    C
    ChristineJoieRQuickBooks Team
    QuickBooks Team
    September 1, 2023

    Hi there, @Anya11. Since you mentioned that you need to create 100+ invoices in QuickBooks Online, we can do it by using the Batch Transaction. Let me share this insight with you.

     

    QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Save time by sending the same invoice to multiple customers. This feature is available only in the QuickBooks Online Advanced version.

     

    Here's how:

     

    1. Pick + New.
    2. Click the Batch transactions.
    3. In the Select transaction type dropdown, select Invoices.
    4. Choose any of the fields on line 1 to start.
    5. Enter info into the fields. These are the same fields you see on a regular form.
    6. Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.  
    7. Choose line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
    8. Enter as many invoices as you need in separate lines.
    9. Select Save.

     

    Furthermore, you can also have the option of importing invoices to QuickBooks Online. The import function in QuickBooks Online Advanced allows you to bring in a maximum of 100 invoices at once, with a limit of 1,000 rows per spreadsheet. 

     

    Here's how:

     

    1. Go to Settings ⚙ and select Import data.
    2. Choose the Invoices.
    3. (Optional) Pick the checkbox to add new customers that don't already exist in QuickBooks.
    4. Choose Browse, and then find and select the spreadsheet of your invoices.
    5. Select Next.
    6. Press OK and Done.

     

    You can also view this page for more insights: Import multiple invoices at once in QuickBooks Online.

     

    You can always leave a comment below if you have other concerns. Have a great time.

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