You can efficiently enter the invoices in batches, Agnella. Let me guide you through the steps to make this process smooth and straightforward.
In QuickBooks Desktop, you have the option to enter batch invoices. This will allow you to enter a lot of invoices. However, it's important to note that this feature is only available in QuickBooks Enterprise and QuickBooks Desktop Accountant editions.
To enter invoices by batch, follow the steps below:
- Go to the Customers menu and click Create Batch Invoices.
- Ensure your terms, sales tax rate, and send method are up to date for all customers you are sending batch invoices to by selecting each customer:
- Choose the desired customers, then select Next.
- Select the desired line items and template.
- Enter a customer message if desired, then select Next.
- Review the list of invoices to be created, then select Create Invoices.
- Print or email as appropriate, then select Close.
For more details about the process, open this article: Enter transactions by batch in QuickBooks Desktop.
Additionally, I'll be sharing these resources that will guide you in creating progress invoicing to ensure that your payments are organized and connected from start to finish:
Please don't hesitate to reach out if you have any further questions about entering batch invoices or concerns related to QuickBooks. I'm here to help.
