Is there a way to batch edit invoices?

Let me share ideas about batch editing invoices in QuickBooks Online, @KellyPROTD.

As of right now, the option to edit invoices by batch is available in QuickBooks Online Advanced. If you're using the same version, follow these:

1. Select the +New button.
2. Choose Batch transactions under Other.
3. Select Invoices. Then select Modify from the Action drop-down.
4. Mark the invoices you want to edit then press the Edit pop-up.
5. On the next page, go to the Product/Service column and change it with the correct service item. Please note that Bundles are currently not supported for Batch Actions, which is why it's greyed out.
6. Click on Save or Save and print.

On the other hand, if you're using any of the lower versions of QBO, you can edit the invoices one by one or by batch using a third-party application.

For more details about the process, feel free to review this article: Edit multiple invoices at the same time in QuickBooks Online Advanced.

Keep us updated by replying to the thread. Take care!

@KellyPROTD 

Utilize a migration tool. Export your Invoice data out to XLS, modify the term in bulk, and import them back.

https://transactionpro.grsm.io/qbo

Is the batch edit function available currently in QBO Advanced Canada?

Hello b_mccall. Thanks for confirming. QuickBooks allows users to streamline repetitive tasks with batch transactions, this allows you to enter, edit, and send multiple invoices, cheques, expenses, and bills in a few clicks. I encourage you to learn more about this using this link. Feel free to ask other questions, I'll be here.

I don't think Transaction Pro lets you update invoices that already exist in QBO. If you export the invoices, update the info and try to re-import it, you get an error that those Invoice Numbers already exist. There doesn't seem to be a way to update/overwrite info that already exists in QBO from Transaction Pro. 

Have you actually done what you're suggesting? I feel like you're just schilling for them without actually trying out the solution. 

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@backhousemedia wrote:

Have you actually done what you're suggesting? I feel like you're just schilling for them without actually trying out the solution. 

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If you've tried it yourself, you'll find that you have to delete the old transaction before you import the replacement transaction.

misinformation

This bulk "feature" is basic functionality for most accounting programs.

Here, QB only includes in certain "versions", marketing ploy.  Ignoring most others to push for more pricey subscriptions.  Right now QBO plus raised monthly cost $5  but still missing vast amounts of basic functionality.

Shockingly ineffective. All hype

We aim to make your QuickBooks experience efficient and less time-consuming, jolie.

We also consider your suggestions for enhancing your QuickBooks experience. I encourage you to send feedback to our product developers to let them know how this bulk feature can improve your company's needs so they might consider adding it to future product enhancements.

Here's how:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback under Profile.
3. Share your feedback.
4. Click Next to submit.

While we continue to implement improvements, I want our Firm of the Future site to update you on the latest QuickBooks news and product releases. This is where we share recent happenings and upcoming changes, such as newly added features.

In addition, you can also visit our Sales and customers page for more insights about managing your company's income and customers.

If you have other QuickBooks concerns, let me know. I'm just a post away. Have a great day.

is thare a way also in Dasktop?

Hello, Joe 148. 

I know making changes to invoices one by one can be a time-consuming task. The best way to save time is to update them in bulk. However, the option to edit multiple invoices at the same time is not available in QuickBooks Desktop. You'll need to modify each transaction one at a time. I understand that this may take a bit longer, but it's important for accuracy and ensuring that each transaction is processed correctly. 

I can definitely see the value of editing invoices in bulk. In the meantime, you may consider sending feedback to our product developers. They always look for ways to enhance the product and may consider your ideas for future updates.

Here's how to send suggestions: 

1. Click Help, and select Send Feedback Online.
2. Choose Product Suggestion.
3. Enter all the information needed.
4. Hit Send Feedback.

You may want to check out these articles about handling customer invoices, templates, payments, and other related topics. 

• Create custom email templates in QuickBooks
• Sales and customers

I'm all ears if you have other concerns about the system's features and managing transactions in QBDT. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success!

@Joe 148 

You can use the same migration tool as a workaround. Export your data to XLS, modify and reimport back. It's the one time license.

https://get.transactionpro.com/qbd