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eric81
Level 1

Is there a way I can select multiple invoices and bulk copy them all rather than one by one? Also, how can I have invoices automatically send monthly? I don't see option

For recurring invoices, I saw the article on creating an invoice and selecting the option there, but I don't see it on my end.
2 Comments 2
KlentB
Moderator

Is there a way I can select multiple invoices and bulk copy them all rather than one by one? Also, how can I have invoices automatically send monthly? I don't see option

Hi there, eric81.

 

Currently, the option to copy/duplicate the invoices in batches is unavailable in QuickBooks Online. For now, you can copy your invoices individually. I'll show you how:

 

  1. Select Sales from the sidebar menu.
  2. Go to the Invoices tab.
  3. Select the appropriate invoice.
  4. In the Action column, choose Copy from the drop-down arrow.

Alternatively, you'll want to visit our QuickBooks App Center to find a third party that allows bulk duplication of sales transactions. You may also follow these steps in finding the app if you're inside QuickBooks Online:
 

  1. Select the Apps from the sidebar menu.
  2. Go to the Find Apps tab.
  3. Enter a keyword or click the Browse category button to filter the results.

In addition, the Recurring Transactions feature is only available in QuickBooks Online Essentials, Plus, and Advanced. This is the reason why you're unable to view this option on your end.

 

That being said, you'll want to consider upgrading your subscription to a supported one. This way, you'll able to automatically send monthly invoices and gain access to more awesome features.

 

With QuickBooks Online, you can also personalize the invoices so your customers will recognize your brand: Customize sales forms.

 

If I could be of any other help, please don't hesitate to leave a comment below. I'll always have your back.

Fiat Lux - ASIA
Level 15

Is there a way I can select multiple invoices and bulk copy them all rather than one by one? Also, how can I have invoices automatically send monthly? I don't see option

@eric81 

Export your invoice data to XLS, make duplicates, modify them if required, then import them into your QBO account.

https:// transactionpro.grsm.io/qbo

 

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