Batch Enter Transactions - Billing with multiple line items

Like this one?

It looks like you are using QuickBooks online but it's the same general concept. Taking your example and looking at the first two lines to Anne's Bakery, the is one reference number (100) and two different items (Cabinets and Hardware) which I assume are also the GL accounts. 

In theory, invoicing these two lines through the batching function should create a single invoice with two lines on it. The problem we are having is that instead it is batching two different invoices with the same number for the individual transactions. If the issue we had was applied to these two lines there would be two invoices with reference number 100, one for Cabinets and one for Hardware when what should happen is there should be a single invoice with reference number 100 containing the charges for both Cabinets and Hardware.

Thank you for posting here in the Community space, Livia5.

I understand how important it is for you to reduce manual entry to save time and avoid errors. You're doing the right thing. If the invoice has multiple lines, you can enter two or more separate transactions using the same transaction number.

When using the Enter transaction by batch feature, having the option to add more lines is a great addition for future product improvement. I recommend submitting your idea through QuickBooks. By doing this, our engineer will have a chance to assess your request and add it in the next update if approved.

Here's how:

1. Go to the Help menu.
2. Select Send Feedback Online, then Product Suggestion.
3. Enter your request.
4. Once done, hit Send Feedback.

You can use the processes in this resource if you need to edit or change several customers, suppliers, services, items in inventory, and non-inventory items: Add and edit multiple customers, vendors, and items.

You can post again if you need further assistance managing your transactions in QuickBooks. I'll be around to help you.

I'm confused with this response. When you say "If the invoice has multiple lines, you can enter two or more separate transactions using the same transaction number" does this mean that when using the batch feature in the desktop version of QuickBooks there is no way to include multiple lines in the same invoice without manually hitting the "Split" button? Why would anyone ever want multiple invoices with the same number? That sounds like an accounting nightmare.

If the above is correct, does QuickBooks Online offer a way to batch multiple lines into the same invoice or does it have the same design flaw?

@Livia5 

The template that I share is for QB Desktop. You have to use a 3rd party tool to import it.

Thank you for the info. Can you tell me what the third party tool is called?

You can use one of these tools

https://get.transactionpro.com/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

I found that at least with Batch Transactions for Checks... Try Mouse Clicking on the line to add a split distribution line. However, be sure that the first line with you invoice number has an amount and account for only the first line of the invoice, then proceed to add split distributions as needed. 

My issue is that you cannot import a cvs file with splits... and I haven't figured out the Keystrokes to add the split line without using the mouse. This means I cannot load the form in QBO with a form loader or a spreadsheet. 

Boooo...

I had same problem. QB Ent treats each line as a separate invoice even though the I am assigned the same invoice number to lines. You have to manually split the invoice to make it add  more lines which defeats the purpose of saving time with Batch transaction capability. 

Intuit developers please take the time to add a simple loop to treat all lines with same invoice number as one invoice.