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gvalenzuela-vcus
Level 1

Can I turn on payment options for a batch of uploaded invoices?

I have payment options turned on in my account settings but when I upload a batch of invoices (400+) the invoices do not have the payment options on. I have to go in one by one and edit each invoice. How can I turn payment options on for all invoices created from an upload?
2 Comments 2
4Gal
Level 11

Can I turn on payment options for a batch of uploaded invoices?

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101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
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AlverMarkT
QuickBooks Team

Can I turn on payment options for a batch of uploaded invoices?

Hi, gvalenzuela. It's great to have you in the QuickBooks Community.

 

As of posting, QuickBooks Online (QBO) doesn't have a direct feature to toggle payment options in bulk for imported invoices. You can consider utilizing a third-party importer tool to bulk edit invoices. I'm here to share details on how you can find one within QBO.

 

You can follow these steps to look for a third-party importer tool that supports updating invoices with payment options:

 

  1. Go to Apps in your QBO account.
  2. Click on Find apps.
  3. In the search bar, type keywords like "Bulk import."
  4. Check the Overview or Review tabs for a summary of what the app offers.
    image (25).png

 

For future reference, I'm adding this article about running invoice reports in QBO: Run reports in QuickBooks Online.

 

We'll be here in the Community if you have further questions about importing bulk invoices with payments turned on in QBO. We'll do our best to assist.

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