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mattminister-gma
Level 1

In QuickBooks Online, is there a way to select multiple Customers and and create an identical invoice for all the selected Customers?

For example, if ten customers all owe $100.00 for the same product, how do I "batch create" ten invoices for all of them without manually creating ten separate invoices?
2 Comments 2
Fiat Lux - ASIA
Level 15

In QuickBooks Online, is there a way to select multiple Customers and and create an identical invoice for all the selected Customers?

You can prepare the invoice in XLS and import them in bulk.

MadelynC
Moderator

In QuickBooks Online, is there a way to select multiple Customers and and create an identical invoice for all the selected Customers?

QuickBooks Online (QBO) doesn’t have a native way to create batch invoices without tracking them individually, mattminister. I appreciate you taking the time to reach out to the Community for assistance.


I recognize how convenient it is to create invoices in bulk without entering them separately. You can send this idea directly to our Product Developer team so they can take a look and might consider this as part of the future enhancements.


Here’s how you do it:

 

  1. Open your QBO account.
  2. Use the Gear icon, then go to Feedback.
  3. Enter your suggestion(s) in the box.
  4. Select Next to submit.
    QBO Feedback.png

 

You can check your request through this Customer Feedback website.


In the meantime, you may consider using a third-party app to achieve it or the recommendation provided by Fiat Lux – ASIA. Prepare the invoice in XLS and then import them in bulk.


This reference contains information and complete instructions about uploading numerous invoices to QBO in one go: Import multiple invoices at once. Make sure to remember the important details to bring in your transactions smoothly.


Furthermore, the program helps you make and transmit invoices that help you get paid faster. To keep records of your sales clear, informative, and connected from start to finish, you can visit the references below to get more insights:

 


Please feel welcome to add a reply below or create a new post if you have any other concerns or additional sales-related questions. I’m always here to help. Take care always!

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