How to create batch invoices | QuickBooks Online Advanced

Описание: With QuickBooks Online Advanced (Learn more: http://intuit.me/QBO-Advanced), you can speed up your daily bookkeeping and save time by using batch invoicing. You can record multiple invoices at once or make copies of one invoice to send to multiple customers. Start by selecting “New” from the menu and choose “Batch Transactions” and then “Invoices.” Enter the customer information, or if you’ve already entered it, QuickBooks automatically enters it for you. Just add more lines to add more products and services and record the rest of the data for the sale—like sales tax and shipping charges. Once you’ve entered everything, scroll to the left and enter another invoice in the “Invoice No.” column to batch enter multiple invoices at once. Then, if you want to send the same invoice to multiple customers, you can easily duplicate it and select as many customers as you want to send the same invoice to. You can edit specific invoices before finalizing them and sending them, too. Once you’re finished, you can save your invoices and send them to your customers. That's how QuickBooks Online Advanced and batch invoicing can save you a lot of time when you have multiple invoices to send.

In this video:
0:00 Recording invoices in a batch is an easy way to speed up your daily bookkeeping.
0:10 If you have a number of invoices to record, you don’t need to do them one at a time.
0:20 With QuickBooks Online Advanced, you can use batch invoicing to speed up your data entry and record multiple invoices at the same time.
0:25 We’ll cover two ways to use the batch invoicing tool: how to record multiple separate invoices at once and how to make copies of one invoice that you can send to multiple customers.
0:37 Select “New” and then “Batch Transactions” to get started.
0:43 From the “Select transaction type” menu, choose “Invoices.”
1:00 Enter the customer you want to create an invoice for.
1:20 If you have already entered the customer information, QuickBooks automatically enters it for you.
1:25 in the “Products/Services” column, select which products and services you are charging your customer for.
1:45 You can add more lines to add more products and services.
1:57 Record the rest of the data for the sale—like sales tax and shipping charges.
2:22 Once you’ve entered everything, scroll to the left and enter another invoice in the “Invoice No.” column to batch enter multiple invoices at once.
2:30 If you’re sending the same invoice to multiple customers, select the box to the left of the invoice and choose “Duplicate invoice for multiple customers.”
2:40 Select the dropdown menu and choose another customer you’d like to send an identical invoice to.
2:50 You can select as many customers as you like to send the same invoice. Then select “Next.”
3:00 You can edit specific invoices before finalizing them and sending them.
3:20 You can also delete invoices if you change your mind.
3:30 Once you’re finished, you can save and print or save and send your invoices to customers.
3:43 That’s how you can save time and record invoices in a batch with QuickBooks Online Advanced.

Note that this feature is only available in QuickBooks Online Advanced.

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Getting Started - https://bit.ly/2PaHuGz
Accounting Basics - https://bit.ly/2Jc5dSX
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