How to set bulk import of invoices? Is there a way to charge fees for credit card transactions? How can i get single invoice that has multiple projects for a law firm?

I hope you are doing well, Precious. I see you aim to streamline your invoicing process by setting up bulk import, implementing credit card transaction fees, and consolidating multiple projects into a single invoice. Achieving these goals is vital for enhancing your workflow efficiency, and I'm here to assist you every step of the way.
 

To set up bulk invoice imports, your spreadsheet must be in CSV format and include the following columns: invoice number, customer, invoice date, due date, and item amount.

Here are the steps to get you going:
 

1. Head to the Gear icon, then Import data.
2. Select Invoices.
3. Browse and then find and select the spreadsheet of your invoices.
4. Hit Next. Map the necessary fields.
    

Refer to this article for the remaining steps: Import multiple invoices simultaneously in QuickBooks Online.

For your second concern, although QuickBooks Online doesn't have a built-in feature for automatic charging, you can create a service item and manually add it to your invoices.

To create a service item for the fee, follow these steps:
 

1. Go to the Sales menu. Click Products & services.
2. Pick New, then choose Service.
3. In the Name field, enter the name of the service. (Ex. Credit Card Fee)
4. Select the account you'd use to track the processing fees.
5. After completing all details, Save and Close.

Once done, add the credit card fee as an additional item on your invoice when charging your customers with the processing fee.
 

1. Click + New, then Invoice.
2. From the Product or Service dropdown, pick the service fee you created.
3. You may add a note about the fee in the Note to Customer section.
4. Once done, Review and send.

Here is an article you can refer to for the detailed steps: Manually add service fees to invoices in QuickBooks Online.

For your last concern, I suggest creating an invoice for a single project. This feature is intended for only one customer who has numerous services. Currently, there isn't a way to create one invoice for multiple projects. Please see the attached screenshot for visual reference. 

Alternatively, you can explore our third-party app to look for an application that offers this feature.

You can directly visit our QuickBooks App Store or go through the Apps menu in your product.

Let me assist you with how to do it:

1. Navigate to the Apps from the left panel, then Find Apps tab.
2. From the search bar, type in the keyword to look for an app.
3. Once done, you can choose an app from the lists that suits your business needs. 

For future reference, you can set up invoice reminders automatically in QuickBooks. This feature simplifies your work by eliminating the need to track dates manually.

Thank you for allowing me to assist you, Precious. Implementing these strategies will streamline your invoicing process. If you have any further questions or if there's anything else I can assist you with as you work toward these goals, please don’t hesitate to reach out. I’m here to support you!

So from the response gotten, you said that currently there isn't a way to create one invoice for multiple projects. So, can you suggest third-party apps or quickbooks online add-ons that can be integrated to perform this functionality?

Thanks for your support

Since this feature is currently unavailable in QuickBooks Online (QBO), Precious, we recommend utilizing the Apps section in your QBO's left navigation bar to search for suitable third-party integrations. I'll be more than happy to guide you through it.

Here's how to do it:

1. Sign in to your QuickBooks Online account.
2. Click on the Apps tab on the left navigation bar.
3. Use the magnifying glass icon to search for the app you want to connect or click on the Browse Category dropdown to explore apps by category.

You can also visit this link to discover third-party apps that suit your desired feature: QuickBooks App Store.

Additionally, when a customer pays an invoice, it's important to record the payment and link it to the invoice to ensure your accounts remain balanced.

If you have any further questions with managing invoices in QBO, please don’t hesitate to reach out. We're here to support you.