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chad51
March 1, 2024
Question

What happened to my batch actions drop down box? It is no longer an option on my page. it is grayed out

  • March 1, 2024
  • 7 replies
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Original commenter did not share additional details

7 replies

DebSheenD
March 1, 2024

I can share some troubleshooting steps so that you can get back to work, @chad51.

 

I've replicated it on my end and it's working fine. When you do batch actions ensure that you select a transaction to make the batch action clickable. Please see the screenshot below for visual preferences.

 



If the issue persists, let's perform some troubleshooting steps. When we use the browser, we may run into trouble with the browser's cache. Occasionally, the browser will load your cached info instead of updated portions of the page that you desire to view. This can cause a slowdown,  error, or unusual behaviors in QuickBooks.  

 

You can start by accessing your account in a private browser. This mode doesn't save your searches, visited pages, login details, and cookies. 

  

Here are the shortcut keys:    

 

  • Ctrl + Shift + P (Internet Explorer or Firefox)
  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)


If everything looks fine, go back to your regular browser and perform a clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with clean trash. However, if the issue persists, try using other supported browsers.   

 

Once everything's settled, you can browse through this article in case you need assistance managing transactions: Enter Batch Transactions.

 

That's it. That should get you on the right track. I'm here to provide any additional assistance if you have other questions about batch actions. Have a good one!

chad51Author
March 3, 2024

When i click on the sales and then the customer tab then pull up one of my customers with several months of invoices, the batch tab is not an option.  there are not boxes to the left to click and selct so i can print all open invoices.

AdonL
March 3, 2024

I appreciate you for getting back on this thread, chad51. I'll provide details on how to make the Batch Actions clickable.

 

One possible reason for the option being grayed out is the unchecked boxes next to your open invoices. 

 

Since you can't find the checkboxes to choose and use the option, kindly navigate to the bottom of the Customers page and locate the sliding button to see the checkboxes. Here's how:

 

  1. Go to Sales. 
  2. Select Customers.
  3. Click on your chosen customer to open invoices.
  4. Scroll down to the bottom of the page.
  5. Once done, drag the sliding button to the left.

 

For visual reference, I've added a screenshot below.

 

I've also included this article to know what to do after receiving invoice payments from your customers: Record invoice payments in QBO

 

Feel free to reach out again if you have any more questions about batch actions. Have a good one! 

chad51Author
March 6, 2024

I am still not getting the option to select multiple invoices from the Sales>Customers tab.  when I type the customer name it shows me all the open invoices but it does not have the tiny squares to the left of invoices so i can click on mulitple invoices and then select batch actions.  My only option at this point is to select each invoice at  time and that is very time consuming and not user friendly for me.  

 

 

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