Creating batch pledges

Welcome to the Community, BDW11!

Let me share some information about batch invoicing in QuickBooks Online (QBO). I'm also here to explain why your QBO account calls your invoices as pledges.

First, the option to create and send multiple invoices through QBO is only available in the Advanced version. If you're subscribed to that plan, you can follow the steps below to create batch invoices.

1. Select + New.
2. Select Batch transactions.
3. In the Select transaction type dropdown, select Invoices.
4. Select any of the fields on line 1 to start. This is your first invoice.
5. Enter info into the fields. These are the same fields you see on a regular form.
6. Enter as many invoices as you need in separate lines.
7. Select Save.

If you don't see the option to create batch invoices, you'll need to upgrade your account. You can also manually create invoices individually on your current subscription.

Furthermore, QuickBooks automatically renames invoices to pledges if your tax form is set to nonprofit in your settings. That is why you see pledges instead of invoices on your QBO account.

I'm leaving this article with more details on how to set up and run a nonprofit organization in QBO: Get started with QuickBooks Online as a nonprofit.

Lastly, once you've created and sent your invoices to your customers, you can use this article as your guide in recording payments: Record invoice payments in QuickBooks Online.

Feel free to add a comment below if you have other concerns about creating and managing invoices. I'll get back to make sure you're taken care of. 

Thanks for the reply and further insight.  While insightful and does answer my question, I do have to say this is highly disapointing.  I use QB to run a very simple HOA.  Send out invoives, pay a few bills.  NO inventory, no payroll....just pretty simple.  I just up-graded from 2011 desktop (yes, 2011) to QB on-line; and even my very, very old 2011 desktop version had BATCH INVOICING.  To up-grade to Advanced is crazy and costly just to get a basic feature as batching.  This seems to be a feature that should be in the essentials package. 

New question:

Since I am now stuck doing 158 invoices every year manually, is there a fast was to duplicate them/ repeat the information for each one or am I required to enter in every pice of information 158 times? 

@BDW11 

Consider using an importer tool

https://get.transactionpro.com/qbo

Otherwise, consider switching back to QB Desktop.

Would seriously concider going back but QB decided to no longer support 2011 and they won't help me even on the help line....they kind of forced me to on-line which is exactly what they want to do so one pays the monthly fee....traped I guess! 

Hi, @BDW11.

Let me share some insight about duplicate invoices in a batching way.

In QuickBooks Online, only Advanced has the option to do the duplicate invoices in a batching way. I recognized your challenges in your business with limited access to a specific feature. 

However, you can only do it one at a time using your current version.

On the other hand, you can also use the importer tool as what 4gal said above.

For future reference:

1. When you want to make eye-catching invoice forms, I'll drop an article for it: Customize invoices, estimates, and sales receipts in QuickBooks Online.
2. Suppose you want to send customers summaries of their invoices, payments, credits, and balances. Here's an article: Create and send customer statements in QuickBooks Online.

Leave us a message if you need further assistance with your invoices. I'm always here to help.

Thanks Melrose V, I may have to look into the importor option....

You're most welcome, @BDW11.

It's great to hear that the information my colleague and @4Gal shared has addressed your concern. We'd love to hear if you have additional queries when importing your invoices.

When you're ready to receive payments in QBO, you can check this article out: Record invoice payments in QuickBooks Online.

We'll be here, willing to assist whenever you need further help. Keep safe, and have a good one!

@BDW11 

As a non profit, if you consider switching back to QB Desktop, you should contact TechSoup to get a special price to upgrade your version. Otherwise, you may contact us and we can share a workaround to consider.

Hi sir, i am using quickbooks desktop 2018 . It doesn't show create batch invoices option in the customer menu. I searched a lot on the internet but all in vein..plz sir if you can guide me what i have to do ..Thanks

@s waheed 

The feature is only available in QB Desktop Accountant and QB Desktop Enterprise. Consider to upgrade your version and you can use a non-subscription license.

https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/enter-transactions-batch-qu...

Another option, use an importer tool. It's a one time license tool.

https://get.transactionpro.com/qbd

We are a Colorado Title 32 Special District, a governmental entity with only 3 out of 5 board members and no budget for staff. I would NOT call batch-creation of invoices for 48 water bills an "Advanced" function that should cost our taxpayers more.