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August 26, 2023
Question

How do I add multiple invoices for the same client without creating a new client? In desktop I would just use a colon after the client name

  • August 26, 2023
  • 1 reply
  • 1 view
Previously in Desktop, each address after the colon would be a new invoice.  When I do the same in Online it creates a new client with a colon in the name.  

1 reply

Moderator
August 26, 2023

Hello, infinitytulsa. 

 

It's great to hear from you! I understand you need help adding multiple invoices for the same client in QuickBooks Online. I'm here to assist you every step of the way. 

 

In QuickBooks, there is a beneficial feature called batch transactions. This allows you to enter multiple invoices at once, which can save a lot of time. Additionally, you can easily duplicate an invoice and send it to multiple people with just one click. It's a great way to streamline your invoicing process and make things more efficient. However, this feature is only QuickBooks Online Advanced.

 

To create multiple invoices at once, Here's how:

 

  1. Click the + New.
  2. Select Batch transactions.
  3. In the Select transaction type ▼ dropdown, choose Invoices.
  4. Select any of the fields on line 1 to start. This is your first invoice.
  5. Enter info into the fields. These are the same fields you see on a regular form.
    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.
  6. Enter as many invoices as you need in separate lines.
  7. Press Save.

 

 

 

If you don't see the Batch transactions menu, your subscription is possibly not at the advanced level. To check:

 

  1. Go to the Gear icon, then click on Account and Settings.
  2. Tap on the Billing & Subscription section.
  3. Review your plan from there.

 

Additionally, click this page for an extra guide on creating and sending multiple invoices from our system: Create and send multiple invoices in QuickBooks Online Advanced.

 

If you have follow-up questions about creating multiple invoices, notify me by leaving a comment below. I'm always here to help. Enjoy your day!