cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Senior Explorer **

Is it possible to print all invoices for a particular customer type? How about for a particular division?

I want to print all of the recent invoices for one of my divisions (locations) at once.  I would like to do this by filtering my invoices by division, or by customer type of the customer the invoice is for. If I go to All Sales > Filter, I can filter by Date and Transaction Type, but I cannot choose Division (Location) or Customer Type. Is there a way I can print all of my invoices for a division at once? 

Solved
Best answer 4 weeks ago

Accepted Solutions
Senior Explorer **

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

Thanks. I look forward to that filter getting added.

View solution in original post

7 Comments
QuickBooks Team

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

Hi asprose,

 

Printing invoices in batch isn't possible. However, you can print an invoice list to view your customer's location and location type. Let me walk you through how.

  1. Click Reports.
  2. In the Find report by name field, enter "Sales by Customer Detail".
  3. Click the Customize button.
  4. Click the Rows/Columns drop-down. Then, click the Change columns link.
  5. Mark the box next to Location and Customer Type. Then, change the Report period.
  6. Click Filter drop-down and then Location to filter each invoices per location.
  7. Click Run report.

Once done, you can now print your report per location. Just click the Printer icon.

 

Please see attached screenshots.

 

You can refer to this handy article about customizing reports in QuickBooks Online for more information. 

 

I've also added our page about income and expenses for future reference.

 

Let us know if you have other concerns. I'll be around for you.

 

 

Senior Explorer **

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

Hi, I'm looking to print all of the individual invoices themselves - not the list of them. Any chance there's a solution for this?

Senior Explorer **

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

The only workaround solution I have found for this is as follows: 

  • Turn on the setting to use Custom Transaction Numbers
  • Update the settings on the invoice form to display the custom transaction numbers
  • Update all invoices associated with each division to have a letter in front of the  transaction number associated with that division
  • On the Sales > All Sales page, filter for Type=Invoice. Sort the results by "No." (invoice number). 
  • I can then check all of the invoices that match the division and use Batch Actions to print them all.

This will take a lot of rework in order to get to the point where I can easily print all of these invoices together. Is there some way I'm missing in order to filter by location or similar?

QuickBooks Team

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

Welcome back to the Community, @asprose.


Printing individual invoices for each customer type and location can easily be done. Let’s go to the Transaction List for each client.

 

  1. Go to the Sales menu to choose the Customers tab.
  2. This will route you to the Customers page. From there, pick the client you’re working on and click on the name to view all transactions.
  3. Under Transaction List, mark the box for each invoice you want to print.
  4. Then, hit the Batch actions drop-down to select the Print Transactions option and then follow the instructions to print all transactions.
    invoice.png invoice1.png invoice2.png invoice3.png

For some tips on how to efficiently run your business and new updates rolled out, visit the QuickBooks Blog site.

 

Please let me know if you need further assistance with anything. I’m always ready to help and make sure you’re taken care of. Have a great rest of the day.

Senior Explorer **

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

Unfortunately, that's not helpful. I'm looking to print the invoices for all of my customers from a given location/division, without having to drill down into each customer, or memorize all of the customers who might have invoices in a particular location/division.

Moderator

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

I understand, @asprose.

 

At this time, we don't have the option to print invoices by batch for a particular customer type.

 

It seems that your suggestion is the closest workaround to print the invoices for customers from a given location/division. 

 

It'd be nice to have this option on the Filter tab as well. This will also show our developers what they need to consider in future product updates.

 

That said, I'm here to pass this along in my end.

 

In the meantime, you can visit our QuickBooks Online Blog to know more about our latest happenings. From there, you'll get the recent news, features, and updates about QBO and what our Product Team is working on. 

 

Keep me posted if you need anything. I'll be around to help.

Senior Explorer **

Re: Is it possible to print all invoices for a particular customer type? How about for a particul...

Thanks. I look forward to that filter getting added.

View solution in original post

Need to get in touch?

Contact us