How to batch and send invoices?

Let’s walk through the batch invoicing process together and ensure everything is covered, Jwarrington1.

Here's how:

1. Log into your QBO account.
2. Go to the + New tab, then select Batch transactions.
3. Choose Invoices in the Select transaction type dropdown.
   
   
   
   
4. Click any of the fields on line 1 to start.
5. Fill in the necessary field. These are the same fields you see on a regular form.
6. Enter as many invoices as needed in the separate lines.
7. Once done, select Save and Send.

Visit this page for detailed instructions on this process: Create and send multiple invoices.

If the issue continues after following the provided procedure, consider clearing your browser cache to eliminate any data buildup, as a full cache can affect software performance. Also, it's worth noting that a supported browser version ensures better compatibility.

Speaking of invoices, check out this article that discusses adding personalization and specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Looking for ways to get even more out of the QuickBooks invoicing feature? Connect with our QuickBooks Live Expert Assisted team to get help managing transactions and ensuring your account's data stays accurate and secure.

Return to this thread if you have any further queries about creating batch invoices or any other QuickBooks-related concerns. The Community team is here to help any time.