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2000178235421
Level 1

Batch Invoicing, batch load list?

We set our delivery vans up daily by organizing the invoices by delivery order.  We batch print the invoices for each van.  There's an option to also batch print the pick sheets, but that prints one sheet per order.  I'm looking for a way to auto print, or auto-populate, the total of each item across ALL invoices in a group being batch printed together.  

This seems like such an obvious future it would have to already exist, but I cannot figure it out.  

6 Comments 6
AbegailS_
QuickBooks Team

Batch Invoicing, batch load list?

Thank you for posting here in the Community.

 

Can you tell us more about you're concern today? I'll be sure to get back to you with a solution. 

 

Please share any additional information in the comment or mention me in this thread. You can also share a screenshot. 

 

The Community is always here to help if you have more questions. Have a great day!

2000178235421
Level 1

Batch Invoicing, batch load list?

Just simply looking for a way to get a quantified list of all products on all invoices batched together. 

 

 

Daniela_A
QuickBooks Team

Batch Invoicing, batch load list?

Thanks for keeping in touch with us @2000178235421. Let me chime in and help you generate that list.

 

We can customize the Sales by Customer Type detail report to show the data you only want. To proceed, please follow the steps below:

 

  1. In your QBO account, proceed to the Reports menu.
  2. Search and select the Sales by Customer Type detail report.
  3. Click the Customize button.
  4. In the Report period section, choose the date.
  5. Under Rows and columns, put a checkmark on Customers and Amount only.
  6. Under Filter, select the box next to Customer and click All.
  7. Once done, click Run report.
     

For more info on how to personalize your statements, feel free to check out this article: Customize reports in QuickBooks Online.

 

Lastly, you can memorize your report to save it with its current customization settings.

 

Keep in touch if you have other additional questions on how to personalize the information shown in your Sales by Customer Type Detail. I’ll be glad to assist further. Have a great rest of the day. 

2000178235421
Level 1

Batch Invoicing, batch load list?

Unfortunately this still doesn't work. We have multiple vans going out daily with 10-30 invoices full of product each. If we did the report by date, it would generate the total across all vans vs just a select sequence of invoices. 

2000178235421
Level 1

Batch Invoicing, batch load list?

Unfortunately, this still wouldn't work. We have multiple vans going out daily, with several invoices each. So running this report would show the total amounts, per item, across the entire day and not just the select sequence of invoices going onto one specific van. 

JessT
Moderator

Batch Invoicing, batch load list?

Thank you for replying, 2000178235421.

 

I can see how much it would help in your tracking process if there's a summary of all delivered/invoiced items per van per day. While this isn't an option right now, I recommend submitting a suggestion from your QBO company. That way, our engineers will know your needs and can consider adding such a report in future updates.

 

  1. Click on the Gear icon.
  2. Select Feedback.
  3. Enter a sentence or two to describe your suggestion.
  4. Click Next.

 

You can also try finding a third-party app that can provide the report you need. Simply click the Apps menu on the left-hand side and use related keywords to find one.

 

Please don't hesitate to reply to this thread if you have more questions about QuickBooks. Take care and have a good one.

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