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May 19, 2021
Question

applying customer/project in bulk

  • May 19, 2021
  • 1 reply
  • 0 views

Hi guys, first post, would love to get to the bottom of this.

 

So I use ezzybills to bring my invoices through to qbo which I love but I am having a couple of issues.

 

Ezzybills brings through my construction business materials invoices through in detail, there are often 10 or more lines. I have set them to come through to products and services as this is how they need to come through to my project management software for tracking. Ezzybills also applies the product/service to the line items as, without this, qbo deletes the line if I try to change it but that's an issue for another day.

 

What I am hoping is that there is a way to apply a customer to multiple line items within a bill in bulk as, at the moment, I have to do it line by line. I do not use projects atm, just subcustomers.

1 reply

oakvilleAuthor
May 19, 2021

just a quick screenshot so you can see my pain

May 20, 2021

Hi oakville,

 

Hope you are well.  I am testing this for you now.

 

Just to confirm, when we are in a bill and have multiple line items, we want to achieve - applying the same customer name to those multiple line items?

 

Thank you,

 

Kay.

oakvilleAuthor
May 20, 2021

yes, correct