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Buy nowHi there, @morrisonsanitary. Thanks for sharing your concern in QuickBooks Community.
For us to help rectify the issue, can you share with me what type of recurring transactions you're trying to print by batch? You can also share with us the which Window in QuickBooks you're trying to print them. Any additional info would be much appreciated.
Please add them to this thread and I'll be more than happy to help. Stay safe.
All of my customers are recurring customers. I send out quarterly water bills and each household is charged the same amount every quarter.
I go to "recurring transactions". There isn't an option to print them all at once. I have to go into each one individually to print them. 160 times! Very tedious and time consuming.
Like I said, my super old desktop version of QB did this simple task. No problem. I switch to QB Online and can no longer print them all at once. Why is that? I've called customer service numerous times with no satisfaction. I'm not happy paying $60/month for a program that can't do something as simple as that.
I really hope there is a solution to this.
Hi, @morrisonsanitary.
Printing multiple transactions at once definitely saves us some time, so I'll lay down the steps below:
Additionally, you might want to check these articles for future insights:
Feel free to ask more questions if you have any. It would be our pleasure to assist you. Stay safe and more power to your business.
Unfortunately that did not work. I went to Sales, All Sales, and I do not see my recurring invoices listed. Am I doing something wrong?
Thanks for getting back with the Community, morrisonsanitary.
You can use your filtering drop-down lists (Type, Date, and Customer) to search for particular invoices.
After finding the invoices you're looking for, you can tick their checkboxes and use your Batch actions feature to print them at the same time. Detailed steps for doing so can be found in Jane Reyzel's post.
You also have similar options available on your Invoices screen.
Additionally, you can change the sorting of sales transaction lists by clicking a column's Up (▲) or Down (▼) icon. This will change your sorting to either ascending (▲) or descending (▼) order.
If you're looking for a button/screen that would print all invoices created from a particular recurring template you have in place, I can certainly understand how such an ability could be useful and have submitted a suggestion about it as of today. You can also submit your own feature requests while signed in.
I've also included a detailed resource about printing multiple invoices which may come in handy moving forward: Email or print multiple sales forms
Please feel welcome to send a reply if there's any additional questions. Have an awesome Wednesday!
OK....here's what I'm seeing.
I print my recurring invoices quarterly. When I go to Sales, All Sales, I choose "this quarter" and it shows me the invoices that I printed this quarter, most of which have now been paid.
So, now in a couple months when I want to print the recurring invoices again, what should my process be?
Allow me to assist you with your concern, morrisonsanitary.
In QuickBooks, you can choose the dates that you want to show up in your All sales interface by utilizing the Custom dates option.
Here's how:
Now that you're able to customize your dates, you can now print your recurring invoices.
Here's an article that can help you when it comes to printing your recurring invoices or any type of sales forms: Email or print multiple sales forms in QuickBooks Online
Feel free to reach out whenever you have further concern/s. We'll be right here to help you. Have a good one.
Is there any way I can set up a call with someone so I can share my screen and you can see exactly what I'm seeing and walk me through what I need to do? When I look at all my recurring transactions, they are all listed as "unscheduled" for some reason. Do I need to change something to get them to show up in Sales??
Let me continue to help you with your recurring invoices, morrisonsanitary.
Yes, your recurring transactions should be set to Scheduled so they automatically create invoices for each customer. These generated invoices can be found in Sales: Invoices sections, and can printed in batches. We can change them Scheduled, so they will automatically invoices in the next quarter
Here's a sample template:
To print the created invoices in batches, go to the Sales section and do the same steps as my colleagues suggested above. Here's how the process should look like:
Let me know if you have more questions about your recurring transactions. I'm just around to continue helping you.
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