How to Create Batch Invoice in QuickBooks Online?

If you quite often send the same invoice to several customers, then Batch Invoice functionality in QuickBooks Online is the […]

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If you quite often send the same invoice to several customers, then Batch Invoice functionality in QuickBooks Online is the best option for you. It will save your time significantly. It will enable you to build many new invoices with your services, products, and quantities and you can either create a copy for the single customer or allocate them to a certain group of customers in a few clicks.

Also, if you have batches of invoices that are outside the periphery of QuickBooks, You can import them conveniently in a CSV file with the help of the Import Invoices mapping function seamlessly with QuickBooks Online.

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How to Create Batch Invoices in QuickBooks Online?

Creating Batch Invoices is considered a substitute option to import invoices into QuickBooks Online. It is perfect for businesses that are required to make several invoices that deploy identical services.

In case you have an invoice you wish to send to several customers, you do not require to build a separate invoice for every customer. Rather, you can make a single batch.

However, before you start, you must ensure that you have set up the sales tax rate and terms, and send the method to every customer you wish to add to the batch.

Here is how you can create batch invoice in QuickBooks Online:

Step 1: Select Customers and then click Create Batch Invoices.

Step 2: Now either choose customers without making a billing group.

Step 3: You can also press Add to then them in in this particular batch.

Step 4: Use a billing group that you have prepared already. For that press on the drop-down arrow and choose the name of the particular group. Now create a new billing group.

Step 5: Press the particular drop-down arrow and press the Add New option to add a name for the particular billing group. Now, add the customers you wish to include in this particular group, and then press Save Group.

Step 6: Press Next.

Step 7: Add the line items for the particular invoice. Every customer’s invoice comprises the sales tax rate, terms, and send process that you have set for that customer along with the line items you added in the batch.

Step 8: You can see your selections for every customer in the given Customer Center. Press right-click on a customer name and click Edit. Press the Additional Info tab to view your selections.

Step 9: Press Next.

Step 10: Go through the invoices list and press Create Invoices.

Step 11: From the given Batch Summary screen, you can click or email the invoices depending on whatever prescribed method you have chosen for every customer.

How to Create Several Invoices?

Here are the steps to create and work on several invoices altogether:

Step 1: Choose the option + New and press it.

Step 2: Choose Batch Transactions.

Step 3: Choose the Add+ button to make a new blank invoice. Every invoice you add is added in the numbered row.

Step 4: Choose any field to add info for every invoice.

Step 5: When it is complete, press Save.

How to Create Automatic Invoices in QuickBooks?

Here are the steps to create automatic invoices in QuickBooks:

Step 1: Launch the particular Web browser. Now go to QuickBooks and after that sign in. Use your particular User ID and password.

Step 2: Press Edit that is available on the top of the QuickBooks screen and choose the Preferences from the menu to open the particular Preferences screen.

Step 3: Press Invoice Automation in the given navigation menu given on the left to see the automation settings.

Step 4: Press the option Create Invoices and tell me about it. This should be done in order to enable QuickBooks to create automatic invoices and notify you about them. You can press the Create Invoices if you wish QuickBooks to build automatic invoices.

Step 5: Press the radio buttons like Any Activity, Monthly Activity, or Daily Activity to choose when to build the automatic invoice.

We hope that by now you have a clear idea about creating batch invoices in QuickBooks. We have explained in detail all the steps concerning the solution to this issue. You just need to make sure that you do not miss out on any.

Still, if you are stuck anywhere and think you need professional help in solving this problem, then we highly recommend you hire our services.

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Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
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How to Send a Similar Invoice to Different Customers?

Here are the steps to send the same invoice to several customers:

Step 1: Press +New.

Step 2: Choose Batch Transactions.

Step 3: Create the particular invoice that you wish to duplicate.

Step 4: Choose any field on the invoice that you wish to send to several customers. Then choose the Menu button.

Step 5: Choose Duplicate Invoice for Multiple Customers options.

How to Print QuickBooks Invoices at once?

Here are the steps to print all the invoices in QuickBooks at once:

Step 1: Firstly, log in to your particular software. Now go to the dashboard named QuickBooks company file.

Step 2: From the given sales tab, press Invoices.

Step 3: Select to press on Filter.

Step 4: In the form, add the details concerning Type, Customer Name, Delivery Method, Status Information, etc.

Step 5: Next, mark all those transactions checks that you want to print.

Step 6: From the particular action batch button, press to select the print transactions, and then the invoices will begin to print.

How to Comprehend the Process of Flag Invoices?

Here are the steps to comprehend the process of flagging invoices:

Step 1: Log into your software. Now go to the company file dashboard in your particular QuickBooks account. Now press the Add button.

Step 2: Now form the given drop-down, choose the invoices that must be printed.

Step 3: A form will showcase. Fill out the form.

Step 4: In the given Print/Review tab, a new dialog box will showcase. Check the total formatting and press the Print Later tab. It will enable the invoice in the queue to be printed after sometime.

Step 5: Press the Save button and all the preferences will be saved.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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