Create multiple invoices in QuickBooks Online Advanced

Learn how to quickly enter multiple invoices at the same time.

Instead of entering invoices one at a time, you can enter multiple invoices all at once in QuickBooks Online Advanced. This saves time on data entry, especially for users who handle accounts payable or accounts receivable.

The batch transactions tool gives you a few options. You can enter several different invoices at the same time. Or you can duplicate the same invoice and send them to multiple people in one click. We'll show you how to do both.

Want to use this feature? Upgrade to QuickBooks Online Advanced.

Enter multiple invoices at the same time

Use the batch transactions tool to record invoices from  multiple sources:

1. Go to Sales & expenses and select Invoices.
2. In the Create invoice ▼ dropdown, select Multiple invoices.
3. Select any of the fields on line 1 to start. This is your first invoice.
4. Enter info into the fields. These are the same fields you see on a regular form in a flat view.
5. Select line 2. This is the invoice. Fill out the fields.
6. Enter as many invoices as you need as separate lines.
7. When you're finished, select Save.

QuickBooks records everything at once.

Create duplicates of the same invoice

Maybe you need to record the same invoice for all of your employees. Or you need to create the same invoice for several different customers. If so, duplicate the same invoice form. Then assign new customers or suppliers to each duplicate.

Duplicate the same invoice

1. Go to Sales & expenses and select Invoices.
2. In the Create invoice ▼ dropdown, select Multiple invoices.
3. Select any of the fields on the first line. This is the invoice you're copying.
4. Enter info into the fields.
5. Select the Menu button (three vertical dots) on the first line. Then select Duplicate invoice.
6. Select the next line with the duplicate invoice. Then select a different supplier or customer from the Customer dropdown.

You now have a copy of the same invoice for different customers/suppliers. Repeat these steps as many times as you need for each invoice you need to copy. When you're finished, select Save.

Customise what you see

You can also add, delete or move column headings the way you want.

1. Select Options.
2. Choose the column headings you want to show/hide.
3. Select and drag the column headings in the order you want.
4. Select Apply.