Edit Invoices in Mass/Batch

bbutler1 · ‎November 18, 2020

Hi,

I am looking for a spreadsheet-like format similar to the customer/vendor "Add/Edit Multiple List Entries" but for individual entries, ie: invoices and estimates.

I want simply copy and paste down a column an edit to each invoice instead of manually opening and closing each invoice.

Thanks,

B

MadelynC · ‎November 18, 2020

Exactly, @bbutler1.

In the meantime, utilize a third-party app. You can look for the tool that works the same with our Add/Edit Multiple List Entries feature in QuickBooks Enterprise.

No worry, I'll be sending this feedback personally to our managerial team. This way, it'll be part of the list to be implemented hopefully in the future.

Don’t hesitate to visit again if you need assistance with QuickBooks. I’ll make sure to take care of them for you. Always take care Ben.

View solution in original post

MadelynC · ‎November 18, 2020

Glad that you’ve visited us again, @bbutler1.

I can see how the Add/Edit Multiple List Entries feature in QuickBooks makes the modification process easy and fast. To edit invoices and estimates by batch, you may consider using a third-party application.

We have available tools on our App website that are guaranteed compatible with QuickBooks. You can look for a tool that works best for your business. Here’s how:

Go to this page.
Enter a clue word of the tool in the search field and select.
From the QuickBooks Compatibility section, choose Enterprise.
Click View Profile.

In case you want to add, edit and delete items in QuickBooks in the future, you can use the article as a reference. It contains Frequently Asked Questions (FAQs) about managing items.

Get back on this page if you have other concerns or follow-up questions. I'll always be here to help you out.

bbutler1 · ‎November 18, 2020

Hi @MadelynC

Thank you for your quick response. To confirm, there is no ability to edit multiple invoices at the same time in QB. I must download a 3rd party app?

Ben

MadelynC · ‎November 18, 2020

Exactly, @bbutler1.

In the meantime, utilize a third-party app. You can look for the tool that works the same with our Add/Edit Multiple List Entries feature in QuickBooks Enterprise.

No worry, I'll be sending this feedback personally to our managerial team. This way, it'll be part of the list to be implemented hopefully in the future.

Don’t hesitate to visit again if you need assistance with QuickBooks. I’ll make sure to take care of them for you. Always take care Ben.

Topics

Training

Community

Resources

Edit Invoices in Mass/Batch