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Hello, @MMF2019.
You can update up to 150 invoices at the same time using the batch transactions tool.
Here's how:
This feature is available only in the QuickBooks Online Advanced version. You can refer to this article for more detailed information: Edit multiple invoices at the same time in QuickBooks Online.
If you're using QuickBooks Online Plus, Essentials and Simple Start, you'll have to open each invoices one-by-one and edit it.
Get back to you if you have other questions.
If you are not using QBO Advanced, utilize the 3rd party importer tool to modify your invoice data in bulk.
https://transactionpro.grsm.io/qbo
Hope it helps.
I need to remove discounts from hundreds of invoices, but batch actions says this is not available and will be coming soon?!? when is that function supposed to be added?
Hello JordanArchFitters!
I understand that you need to make an update by bulk to your invoices. Let me assist you.
The option to edit multiple invoices at the same time is only available in QuickBooks Online Advanced. You'll want to upgrade your subscription so you'll have this feature if you're subscribed to Simple Start, Essentials, or Plus.
In the meantime, you'll want to manually edit the invoices individually.
You'll want to check this link: Record invoice payments in QuickBooks Online. This explains the detailed steps on how to record invoice payments.
Keep on posting here if you need more help. Take care!
Utilize the migration tool as I mentioned earlier. Export your Invoice data out to XLS, remove the discount amounts in bulk, and reimport the data back into yoiur QBO account.
I upgraded my subscription to Advanced in order to use the batch transaction function to remove discounts from a large number of invoices. However, I discovered after purchasing the upgrade that the discount field is not currently supported by the batch transaction function. If you have an invoice that contains a discount or any other field that is not supported by batch transactions, you are unable to modify/edit any portion of that invoice.
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.
@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.
If you've tried it yourself, you'll find that you have to delete the old transaction before you import the replacement transaction.
Think about how massive of a time suck this would be for batch editing...the primary reason why everyone keeps asking this question.
First you have to export your transactions in Transaction Pro. Then you spend time editing the CSV. Next, head to QBO to delete those existing invoices. That's no easy process because you have to click into each invoice individually and delete. If there are payments already applied, you'll have acknowledge all the warnings. Now you have a bunch of unapplied invoices sitting in QBO.
Then you'll head back to Transaction Pro and import the CSV. Hopefully that goes smooth.
Finally, head back over to QBO and spend the next two days re-applying all those unapplied payments to their proper invoices.
That's hardly convenient or feasible. Transaction Pro seems to be best when importing new data from external systems. It's not really made for batch editing existing info in QBO.
Think about how massive of a time suck this would be for batch editing...the primary reason why everyone keeps asking this question.
First you have to export your transactions in Transaction Pro. Then you spend time editing the CSV. Next, head to QBO to delete those existing invoices. That's no easy process because you have to click into each invoice individually and delete. If there are payments already applied, you'll have acknowledge all the warnings. Now you have a bunch of unapplied invoices sitting in QBO.
Then you'll head back to Transaction Pro and import the CSV. Hopefully that goes smooth.
Finally, head back over to QBO and spend the next two days re-applying all those unapplied payments to their proper invoices.
That's hardly convenient or feasible. Transaction Pro seems to be best when importing new data from external systems. It's not really made for batch editing existing info in QBO.
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