Skip to main content
D
davidpitts23
October 21, 2024
Question

Bulk Invoicing via an Uploaded File

  • October 21, 2024
  • 1 reply
  • 0 views

We have a lot of customers, and a lot of invoices per customer.  Some of our customers want to receive individual invoices, and some prefer to receive statements.  Is there any way for me to bulk send specific invoices without me manually checking the box next to each invoice and batch invoicing from there? 

 

I was thinking if I could upload a CSV of all the invoices I want to be sent as individual invoices, and that bulk upload sends those invoices. Then customers who want a statement I could go in and do that separately.  All the customer invoices are already in QuickBooks, but I just want to bulk send without checking specific invoice boxes (due to the large quantity).

1 reply

S
Shania_C
October 21, 2024

Congratulations on making your first post here in the Community, @davidpitts23. I can share information about bulk invoice sending using a CSV file for greater efficiency in QuickBooks Online.


I understand that having the ability to send invoices in bulk would greatly benefit your business in QuickBooks Online (QBO). At the moment, we don't have a specific timeline for when this feature will be implemented. Therefore, I suggest submitting feedback to our Product Developer team. Your input is highly valuable to us and is taken into consideration when we make updates to our product. Let me walk you through the process:

 

1. Select the Gear icon, then choose Feedback.
2. Enter your comments or product suggestions.
3. Select Next to submit.

 

You can trace requests for features through the QuickBooks Online Feature Requests website.

 

Moreover, you can check this article to learn how to process customer payments and record these payments to mark your invoices as paid and make your account accurate: Record invoice payments in QuickBooks Online.

 

Please let me know if you have follow-up questions about this or anything else. I'm always ready to circle back and provide you with the necessary assistance you may require in managing your invoices in QuickBooks Online.

Terms & ConditionsAccessibility statement