Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello,
I would like to know whether there is a way to tag multiple customers? I would like to send invoices/ statements to a select few of our customers but I don't want to have to go through all our customers just to send to a few.
For example, I have 1600 customers but I only want to send statements to 100 specific customers.
Yes you can send multiple invoices and/or statements in QuickBooks Online, @Teachmeyourways. I'd be glad to share with you some information about the process.
The option to create multiple invoices using the Batch Transactions feature is currently available in QuickBooks Online Advanced. If you're using the same version, follow these steps to so:
For future use, here's an article on how you can manage sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
On the other hand, you can send batch statements to your customer by navigating the Sales menu. I'll provide you the detailed steps:
Please refer to the photo below for reference:
Here's an extra guide you can read to learn more about handling statements in QBO: Create and send customer statements in QuickBooks Online.
You already know where to find me in case you need extra help with customer statements/invoices. It's always my pleasure to be of help. Have a great rest of the week and take care!
Thank you for your feedback I appreciate it, I still have a lot to learn from Quickbooks so you will be hearing from me regularly. I unfortunately do not have Quickbooks Online Advanced but I will keep this in mind for future reference.
Enjoy the rest of your week!
I appreciate your feedback, @Teachmeyourways.
I'm glad that my colleague was able to help you and share the information you need in creating and sending multiple invoices to customers using QuickBooks Online (QBO).
Also, you may want to check out this article for some short step-by-step videos as your reference to further guide you in getting started and using QBO to run your business: Learn about QuickBooks Online with how-to videos.
We'll be glad to hear from you soon. You can always get back here in the Community for any QuickBooks-related concerns. We're always ready to help. Have a great day, @Teachmeyourways.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here