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August 10, 2020
Question

Update multiple invoices

  • August 10, 2020
  • 1 reply
  • 0 views

Is there a way to update multiple invoices based off a template? I would like to copy the same line items to existing invoices that I've created.

 

1 reply

August 10, 2020

Hello there, sploots.

 

We'll have to manually edit each in invoice and enter the same line items. Let me show you how:

  1. Go to the Customer menu and select Customer Center.
  2. Select the customer.
  3. Under the Transactions tab, double-click on the Invoice.
  4. Edit the line items. Click Save on the menu.
  5. To proceed to the next invoice, you can use the Find arrows at the invoice menu. 

Moving forward, if you have transactions that occur on a regular basis, you can use the Memorize Transaction feature. This way, QuickBooks can automatically create them for you with the same exact information. Creating a copy of the transaction will also save you time from re-entering the items. 

 

Check out these articles for more details:

I'm just here if you need more help. You take care always and have a great day!