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Level 2

Batch actions greyed out . cannot select?

 
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Best answer May 21, 2020

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Level 2

Batch actions greyed out . cannot select?

GOT IT!

 

I was mixing Payments and Invoices . . .Print is not an option for payments.

Because Im working with Tax Year April 19 / March 20 .. i only had those on the screen.

 

to print the record - i needed to go back to the invoice (pre april 19) and print that ..  rather than work from the payment record. . . . duh!

View solution in original post

11 REPLIES 11
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QuickBooks Team

Batch actions greyed out . cannot select?

Hi web2

 

We would be grateful if you can inform us of batch actions in relation to what function you are attempting to select.

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Level 2

Batch actions greyed out . cannot select?

I logged in
Selected : Sales / All Sales
Filtered a date range ....
nothing can be selected in batch actions - see screen grab
 
I logged out and ran in a New Incognito Window. . . this time the  Actions came up...
I printed 50-odd... then reset dates tp do next batch . . selection disappeared again
 
I logged out and retried in a standard window and again in an Incognito window ... no actions available!
 
Highlighted
Level 2

Batch actions greyed out . cannot select?

a thought . . . are batch actions limited to 365 days? 

i suggest that as 365 comes up as default. . .

 

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QuickBooks Team

Batch actions greyed out . cannot select?

Thanks, Web2, When doing Batch actions are you selecting the transactions first then clicking into Batch actions? 

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Level 2

Batch actions greyed out . cannot select?

yes

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Level 2

Batch actions greyed out . cannot select?

Untitled-3.jpg

 

Highlighted
Level 2

Batch actions greyed out . cannot select?

GOT IT!

 

I was mixing Payments and Invoices . . .Print is not an option for payments.

Because Im working with Tax Year April 19 / March 20 .. i only had those on the screen.

 

to print the record - i needed to go back to the invoice (pre april 19) and print that ..  rather than work from the payment record. . . . duh!

 

Highlighted
QuickBooks Team

Batch actions greyed out . cannot select?

Hi Web2 👋, It's not limited to 365days just set to 365days, you can go into the filter and choose whatever date range you wish. What is it that you're trying to Batch and what action are you wanting to use? Thanks 

Highlighted
Level 2

Batch actions greyed out . cannot select?

GOT IT!

 

I was mixing Payments and Invoices . . .Print is not an option for payments.

Because Im working with Tax Year April 19 / March 20 .. i only had those on the screen.

 

to print the record - i needed to go back to the invoice (pre april 19) and print that ..  rather than work from the payment record. . . . duh!

View solution in original post

Highlighted
QuickBooks Team

Batch actions greyed out . cannot select?

Hey Web2, With the screenshot provided I can see that you don't have the option to Batch actions as non of the options have any relevance to payments. Thanks 

Highlighted
QuickBooks Team

Batch actions greyed out . cannot select?

No worries web2, Pleased you have got it 😊