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mptownclerk
Level 1

If I want to bill 200 people for the same thing am I able to do it as a bulk thing vs going in to each acct and creating an invoice. Just curious.

 
2 Comments 2
ChristineJoieR
QuickBooks Team

If I want to bill 200 people for the same thing am I able to do it as a bulk thing vs going in to each acct and creating an invoice. Just curious.

 I recognize you want to utilize the create invoices by batch action, @mptownclerk. Since you mentioned that you need to create 200+ invoices in QuickBooks Online, we can do it by using the Batch Transaction. Let me share this insight with you.

 

QuickBooks Online Advanced lets you create and send multiple invoices at the same time. Save time by sending the same invoice to multiple customers. This feature is available only in the QuickBooks Online Advanced version.

 

Here's how:

 

  1. Pick + New.
  2. Click the Batch transactions.
  3. In the Select transaction type dropdown, select Invoices.
  4. Choose any of the fields on line 1 to start.
  5. Enter info into the fields. These are the same fields you see on a regular form.
  6. Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.  
  7. Choose line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
  8. Enter as many invoices as you need in separate lines.
  9. Select Save.

 

I added this sample illustration below:

7.png

 

However, this feature isn't available in Simple Start, Plus, or Essentials. If you may want to upgrade your subscription, you can visit this page to view the detailed instructions: Upgrade or downgrade your QuickBooks Online edition.

 

Furthermore, you can also have the option of importing invoices to QuickBooks Online. The import function in QuickBooks Online Advanced allows you to bring in a maximum of 100 invoices at once, with a limit of 1,000 rows per spreadsheet. 

 

Here's how:

 

  1. Go to Settings ⚙ and select Import data.
  2. Choose the Invoices.
  3. (Optional) Pick the checkbox to add new customers that don't already exist in QuickBooks.
  4. Choose Browse, and then find and select the spreadsheet of your invoices.
  5. Select Next.
  6. Press OK and Done.

 

You can also view this page for more insights: Import multiple invoices at once in QuickBooks Online.

 

The Community team is always here to assist you in handling your sales transaction. You can always leave a comment below if you have other concerns. Have a great time.

4Gal
Level 11

If I want to bill 200 people for the same thing am I able to do it as a bulk thing vs going in to each acct and creating an invoice. Just curious.

@mptownclerk 

You can prepare your Invoice data in XLS template and use the importer tool to proceed.

https://get.transactionpro.com/qbo

 

 

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