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ChatWithMac
May 2, 2025
Question

Batch Invoicing for Sub-Customers with Parent

  • May 2, 2025
  • 1 reply
  • 0 views

Does anyone know of a way to efficiently batch invoice sub-customers with a parent?

 

I have 80 sub-customers with a parent company and I am struggling to do this with any of the interfaces QBO provides.

Online Spreadsheet Batch View:

QBO invalidates duplicated rows for customers with a parent upon submission. It requires you to  MANUALLY go back and re-select the customer from the drop-down to refresh the cell.

Also, there is no way to select multiple customers at once in the drop down menu when selecting “duplicate for multiple customers”. You have to manually click each one to append. A check box system would be easier here.

Spreadsheet Sync:

No field for parent company, so it treats the customer name as a new customer upon upload. No attempt to fetch or match meta data to carry into invoice.

CSV Template Import:

Several fields are missing which invalidates the method right away.

Does anyone have a way around this?

 

Thank you in advance!

1 reply

J
JamesDuanT
May 2, 2025

Thank you for providing us pointers on where our engineers can focus the product enhancements, ChatWithMac.

 

I'd recommend sending those feedback so they'll know how it can be made easier for users to do things in QuickBooks Online. Here's how to send them:

 

  1. Log in to your account using this URL: https://qbo.intuit.com/.
  2. Click the gear icon in the upper-right corner.
  3. Under PROFILE, select Feedback.
  4. Rate your experience under How was your experience using Batch Transactions?.
  5. Enter the details you want to improve in the How can we improve Batch Transactions? box.
  6. Click Submit.

 

Although your suggestions may not be applicable to the current circumstances, we will continue with the standard procedures for now.

 

Once you have successfully created or updated the invoices, we are ready to proceed with accepting and recording their payments.

 

Let us know if you need anything else. Have a great day!

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