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User74
Level 3

QuickBooks Online Project Bulk Invoicing Capability?!

Does anyone know how to process bulk Project invoicing in QuickBooks Online where the software generates an invoice for any Project with time and/or expenses charged to it?

 

The current "Batch" invoicing in QuickBooks Online lacks the capability to generate bulk invoices. 

 

Having to manually generate an invoice for each Project is inefficient and poor software design!

1 Comment 1
GilbertFox33
Level 1

QuickBooks Online Project Bulk Invoicing Capability?!

Unfortunately, QuickBooks Online doesn’t currently offer a built-in feature to generate bulk invoices for projects with time and expenses automatically.

 

But you can try:

 

- Integrate QuickBooks Online with a third-party app like Zapier or Bill.com, which can automate invoicing processes based on specific triggers, such as when a project is marked complete or when time/expenses are logged.

 

- If you frequently work with similar project structures, consider creating templates or predefined workflows using QuickBooks Online Advanced. This won't allow for true bulk invoicing, but it can significantly reduce manual effort by streamlining data entry.

 

- Use tools like Excel or CSV file exports from QuickBooks to manage bulk data entry. After compiling all necessary project details and expenses, you can re-import this data to generate invoices more efficiently using tools like Transaction Pro Importer.

 

- Since this functionality would be highly valuable for many users, consider submitting feedback directly to Intuit. You can do so by clicking the Gear icon in QuickBooks Online and selecting Feedback. The more users request this feature, the higher the chance it will be implemented in future updates.

 

Let me know if you'd like to explore the apps mentioned or need detailed guidance on setting up automation.

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