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April 2, 2024
Question

How Can I batch change the "location" of several invoices?

  • April 2, 2024
  • 1 reply
  • 0 views
I have quickbooks online

1 reply

April 2, 2024

I've got you covered, dupolis. Let me elaborate on changing the location of your invoices by batch.

 

Batch modification of transactions is exclusive to QuickBooks Online (QBO) Accountant and Advanced versions using the reclassify feature. If you're not on these subscriptions, you can invite a QBO accountant user to your company and change the locations on those invoices. Here's how you can invite an accountant:

 

  1. Sign in to QBO as a primary admin.
  2. Select Settings, then hit Manage users.
  3. Click the Accountants or Accounting firms tab.
  4. Enter your accountant’s email address, then tap Invite.

 

Alternatively, you can upgrade to the Advanced version to utilize this function.

 

When ready, check out this article for detailed steps: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced.

 

I'll share this link to help you personalize your sales forms and enhance your business communications: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

You're welcome to drop a reply below if you have other questions about batch-changing your invoices. Stay safe!