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Vesper0709
Level 1

need to outsource QuickBooks Online customer Billing set up to work similar to what we have on desktop QuickBooks

Need to outsource help for a Desktop to Online conversion for the billing system customization we want to be able to bill in a similar fashion that we currently do in desktop for sorting, invoice creation, reporting and batch printing. Our current Billing firm indicated QBO does not support batch billing the way we currently bill in quarterly batches.

2 Comments 2
Fiat Lux - ASIA
Level 15

need to outsource QuickBooks Online customer Billing set up to work similar to what we have on desktop QuickBooks

What kind of business do you run? SaaS?

LollyNino_C
QuickBooks Team

need to outsource QuickBooks Online customer Billing set up to work similar to what we have on desktop QuickBooks

Providing the best experience with the product is what we aim for, @Vesper0709

 

Before we start, can you share with me the type of subscription you're currently connected to? The option to create invoices in the batch action is only available in the QuickBooks Online (QBO) Advanced version. It can be the reason why this becomes unavailable to complete the process. 

 

Here's how to check your subscription:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select Settings ⚙, then Account and settings.
  3. Click Billing & Subscription.
  4. Review the information in each section.

 

However, you can create and send the same invoice to multiple customers using other versions, like QuickBooks Essentials and QuickBooks Plus. 

 

On the other hand, if you have customers you invoice regularly, create a scheduled recurring invoice instead. 

 

If you still want to utilize the feature to create a batch of invoices at the same time, you may upgrade your plan to QBO Advanced or integrate a third-party application that can do the job for you.

 

For future reference, I'm adding this link about how to personalize invoices and other sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Keep me posted so I can help you further with creating invoice batches in QuickBooks. Take care always, and have a great day.

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