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A
arkvalleyinfo
November 30, 2018
Question

Is it possible to batch edit the product/service for a group of invoices?

  • November 30, 2018
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

john-pero
john-pero
November 30, 2018

Batch reclassify is an option only in the accountants version. You can have one of your invited accountants do this 

M
Malcolm Ziman
November 30, 2018
@john-pero wrote:

Batch reclassify is an option only in the accountants version. You can have one of your invited accountants do this 

No you can't batch reclassify Item, even in the accountants version

5
5530 4942 0
June 27, 2020

I have sent a lot of invoices with wrong services.  I'd like to use an excel spreadsheet which has the invoice # and the correct service and use this to batch correct the invoices (most are already paid)  Is there a way I can do this?  The descriptions, units and $$ are all correct on the invoices, just the services are incorrect.

 

It looks like the responses below are a bit conflicting.

Jen_D
Jen_D
June 27, 2020

Thanks for joining the thread, @5530 4942 0,

 

What version of QuickBooks Online do you have? At the moment, the option to edit invoices by batch is available in QuickBooks Online Advanced. If you have the same version, follow the steps below:

 

  1. Click on the + New button and select Batch transactions.
  2. Select Invoices for the Transaction Type, and choose Modify in the Action drop-down.
  3. Mark the invoices you want to edit then press the Edit pop-up.
  4. On the next page, go to the Product/Service column and change it with the correct service item. Please note that Bundles are currently not supported for Batch Actions, which is why it's greyed out.
  5. Once done, hit Save or Save and print.

You will see these steps in this Community guide: Edit multiple invoices at the same time in QuickBooks Online Advanced

 

However, if you're using the regular QuickBooks version, you will need to manually update the transactions one at a time. Find the transaction in the Sales menu or in the customer's profile.

 

Feel free to visit our Sales and customers page for additional tips and help with your income and clients.

 

If you have any further questions about this topic, let me know in the comment section below. I'll be here to assist you further. Have a nice day!

X
xChaii3n_
July 12, 2024

Changing the product/services also deletes the description and prices. At least that's what happens on my end. Is there a way to batch edit the products/services without affecting the other invoice details?

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