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gvalenzuela-vcus
July 3, 2024
Question

Can I turn on payment options for a batch of uploaded invoices?

  • July 3, 2024
  • 2 replies
  • 0 views
I have payment options turned on in my account settings but when I upload a batch of invoices (400+) the invoices do not have the payment options on. I have to go in one by one and edit each invoice. How can I turn payment options on for all invoices created from an upload?

2 replies

4
4Gal
July 3, 2024

Like this one?

 

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order!     0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX
102Leonard Walker Inc01/10/2020    Net 30  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Thank you for your order!     0YNNNY      Y HandheldsPortable Game Player1100  TAX
AlverMarkT
AlverMarkT
July 3, 2024

Hi, gvalenzuela. It's great to have you in the QuickBooks Community.

 

As of posting, QuickBooks Online (QBO) doesn't have a direct feature to toggle payment options in bulk for imported invoices. You can consider utilizing a third-party importer tool to bulk edit invoices. I'm here to share details on how you can find one within QBO.

 

You can follow these steps to look for a third-party importer tool that supports updating invoices with payment options:

 

  1. Go to Apps in your QBO account.
  2. Click on Find apps.
  3. In the search bar, type keywords like "Bulk import."
  4. Check the Overview or Review tabs for a summary of what the app offers.
     

 

For future reference, I'm adding this article about running invoice reports in QBO: Run reports in QuickBooks Online.

 

We'll be here in the Community if you have further questions about importing bulk invoices with payments turned on in QBO. We'll do our best to assist.

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