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Level 1

Batch Invoices

Hello. I have 300 homeowners that I need to start invoicing annually. I believe creating a "batch invoices" is the way to go. I usually create one invoice at a time and memorize it. I don't believe batch invoices are memorized, is that correct?

2 Comments
QuickBooks Team

Batch Invoices

You got it correct, @pmcompanyinc.

 

The memorized transaction is used to remind you when the transaction is time to due. This way, you never miss a transaction. 

 

While creating a batch invoices for your 300 homeowners is the right way. This will save you time entering invoices for each homeowner. Before doing so, ensure you set up your customer information correctly to avoid errors. Let me guide you how.

 

In your QuickBooks Desktop (QBST) software:

  1. Go to the Customers menu.
  2. Select Create Batch Invoices.
  3. Ensure the terms, sales tax rate and method are up to date for all customers.
  4. Identify your desired customers by searching or select/create a Billing Group.
  5. Click Next.
  6. Select the desired template.
  7. Review the list of invoices to be created, then select Create Invoices.

Here's an article you can read for more details: Enter transactions by batch in QuickBooks Desktop.

 

You might also want to check this article for reference in case you want to memorized your transaction in QBDT: Create, edit, or delete memorized transactions. This link can guide you through the steps by steps process.

 

Let me know in the comment section if there's anything you need help with. I'll be around to assists you. Take care!

Level 1

Batch Invoices

Thank you so much!

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