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denisf
Level 1

How to print multiple invoices for a client, perhaps limited by date, in qbo ?

I called support and they don't know how to do that. It must be possible !

Anybody have some ideas ?

 

Thanks all,

Denis

 

4 Comments 4
Clark_B
QuickBooks Team

How to print multiple invoices for a client, perhaps limited by date, in qbo ?

Hello there, @denisf. You can print multiple invoices using the Batch Actions feature.

 

Before you begin, make sure to filter the desired invoice date range before selecting the invoices you'd like to print.

 

Here's how to print multiple invoices:

 

  1. Navigate to the Sales & Get Paid section and select Invoices.
  2. Filter the desired date range.
  3. Check the boxes of the invoices you want to print.
  4. Click on the Batch Actions and choose Print.
  5. Review the invoices and click Print to finalize.

 


Also, consider checking out our QuickBooks Live Expert Assisted team. They can help you manage your invoices, transactions, and bank reconciliation.

We're always here to help you if you have any other concerns.

denisf
Level 1

How to print multiple invoices for a client, perhaps limited by date, in qbo ?

Hey Clark,

 

    Thanks for the reply. What I miss having though is this:

1. I can only do one year at a time, unlike with other QBO screens where one can do a custom date range.

2. When one has a lot of clients and invoices it would be *much* easier to have a filter on client name like on other QBO screens. Right now I have to sort by client then dig through all the invoices to find my client's.

 

Am I missing something ?

Thanks,

Denis

 

ShangY
QuickBooks Team

How to print multiple invoices for a client, perhaps limited by date, in qbo ?

Hi, @denisf. I appreciate you sharing additional information about printing invoices for a specific client.

 

Currently, the Invoices page allows only a one-year date range at a time and there is no option to filter by client name.

 

However, you can still filter and print all invoices for a specific client by going to their profile. Please note that you can only custom dates one year at a time.

 

Here's how:

 

  1. Go to the Customer Hub drop-down menu.
  2. Select Customers.
  3. Choose the client whose invoices you want to print.
  4. In your client's profile, set the Transaction Type to Invoices and filter the date.
  5. You can tick the box beside the DATE column to automatically select all invoices or you can manually select and check the boxes for the invoices you want to print.
  6. From the Batch actions drop-down, select Print.

    image_720.png

    image_720.png


For additional features such as custom date range and client name filter on other QuickBooks screen like the Invoices page, I encourage you to share your ideas by submitting a feedback to our product engineers.

 

Keep us posted if you have any other concerns or additional questions.

shangkY
Level 1

How to print multiple invoices for a client, perhaps limited by date, in qbo ?

Hi,  @denisf .

I just wanted to follow up to check if the resolution we provided helped resolve your issue .Please let us know if everything is now working as expected or if you’re still experiencing any problems. We’ll be glad to assist further if needed.

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