You can efficiently enter the invoices in batches, Agnella. Let me guide you through the steps to make this process smooth and straightforward.
In QuickBooks Desktop, you have the option to enter batch invoices. This will allow you to enter a lot of invoices. However, it's important to note that this feature is only available in QuickBooks Enterprise and QuickBooks Desktop Accountant editions.
To enter invoices by batch, follow the steps below:
Go to the Customers menu and click Create Batch Invoices.
Ensure your terms, sales tax rate, and send method are up to date for all customers you are sending batch invoices to by selecting each customer:
Choose the desired customers, then select Next.
Select the desired line items and template.
Enter a customer message if desired, then select Next.
Review the list of invoices to be created, then select Create Invoices.
Additionally, I'll be sharing these resources that will guide you in creating progress invoicing to ensure that your payments are organized and connected from start to finish:
Please don't hesitate to reach out if you have any further questions about entering batch invoices or concerns related to QuickBooks. I'm here to help.
You can prepare your invoice data with the following template
RefNumber
Customer
TxnDate
DueDate
ShipDate
ShipMethodName
TrackingNum
SalesTerm
Location
Class
BillAddrLine1
BillAddrLine2
BillAddrLine3
BillAddrLine4
BillAddrCity
BillAddrState
BillAddrPostalCode
BillAddrCountry
ShipAddrLine1
ShipAddrLine2
ShipAddrLine3
ShipAddrLine4
ShipAddrCity
ShipAddrState
ShipAddrPostalCode
ShipAddrCountry
PrivateNote
Msg
BillEmail
BillEmailCc
BillEmailBcc
Currency
ExchangeRate
Deposit
ToBePrinted
ToBeEmailed
AllowIPNPayment
AllowOnlineCreditCardPayment
AllowOnlineACHPayment
ShipAmt
ShipItem
DiscountAmt
DiscountRate
TaxRate
TaxAmt
DiscountTaxable
LineServiceDate
LineItem
LineDesc
LineQty
LineUnitPrice
LineAmount
LineClass
LineTaxable
101
Janice Johnson
01/10/2020
01/12/2020
Ground
Net 30
110 Main Street
Suite 2000
Dallas
TX
99875
110 Main Street
Suite 2000
Dallas
TX
99875
Special Handling
Thank you for your order!
0
N
Y
N
N
Y
12
Shipping
0,02
Y
MP3 Player
Blue MP3 Player
2
55
TAX
101
Janice Johnson
01/10/2020
01/12/2020
Ground
Net 30
110 Main Street
Suite 2000
Dallas
TX
99875
110 Main Street
Suite 2000
Dallas
TX
99875
Special Handling
Thank you for your order!
0
N
Y
N
N
Y
12
Shipping
0,02
Y
Leather Case
Leather Case
2
10
TAX
101
Janice Johnson
01/10/2020
01/12/2020
Ground
Net 30
110 Main Street
Suite 2000
Dallas
TX
99875
110 Main Street
Suite 2000
Dallas
TX
99875
Special Handling
Thank you for your order!
0
N
Y
N
N
Y
12
Shipping
0,02
Y
Gift Cards
Gift Cards
2
5
TAX
102
Leonard Walker Inc
01/10/2020
Net 30
9 Winding Road
Winchester
NY
12345
9 Winding Road
Winchester
NY
12345
Thank you for your order!
0
Y
N
N
N
Y
Y
Handhelds
Portable Game Player
1
100
TAX
then use TP Importer to proceed. It's a $199 one time license + you can get the license for FREE from a partner if you have a US business credit card or ACH.