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Pam Ellman
Level 1

I cannot find Batch invoicing in my QB version, is that an upgrade?

 
2 Comments 2
4Gal
Level 11

I cannot find Batch invoicing in my QB version, is that an upgrade?

The feature is available in QBO Advanced

https://quickbooks.intuit.com/learn-support/en-us/help-article/sales-taxes/create-send-multiple-invo...

 

Another option, prepare your Invoice with the following template

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

ArielI
QuickBooks Team

I cannot find Batch invoicing in my QB version, is that an upgrade?

Hello, @Pam Ellman.

 

Let me share valuable insights on creating and sending multiple invoices in QuickBooks Online(QBO)

 

Although batch invoicing is unavailable in QBO Plus, QBO Essential, and QBO Simple Start, you may consider upgrading your plan to QBO Advanced, which allows you to streamline your invoicing process by creating and sending multiple invoices simultaneously. This feature can save you time and help you easily stay on top of your billing.

 

Moreover, after upgrading your subscription, you can create and send multiple invoices.

 

Furthermore, I'm adding this link about how to personalize invoices and other sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks On.

 

If you need further questions about creating multiple invoices, you may comment below, and we'll respond to you as soon as possible. Take care!

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