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November 7, 2024
Question

I purchased the advanced plan to do bulk quotes and invoicing but i dont see the option to choose

  • November 7, 2024
  • 1 reply
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1 reply

MariaSoledadG
November 7, 2024

Currently, bulk quoting and invoicing services are limited to selected regions. However, you can utilize third-party applications to boost productivity and meet your business's specific needs. I'm here to guide you on how to search for the right application and offer support along the way.

 

To find an app compatible with your QuickBooks Online Advanced (QBOA) account, please follow the steps outlined below:

 

  1. Go to the Apps tab, and search for one on the field. 
  2. Click Enter.
     

Although multiple quoting and invoicing are unavailable, the Advanced version is specifically tailored for larger businesses or those with complex accounting needs, offering features and support that exceed the capabilities of the standard QuickBooks Online plans. 

 

Additionally, you can learn how to record sales transactions in two ways. For more information, please refer to this article: Record Invoice Payments in QuickBooks Online.

 

Leave a reply below if you have any other concerns about bulk quotes and invoicing. We're here to help you anytime. Have a nice day!