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watsonkerianne
New Member
August 11, 2026
Question

Is anyone else having issues with the new modern invoice template when doing an upload for multiple invoices?

  • August 11, 2026
  • 3 replies
  • 33 views

We have to upload hundreds of invoices at a time. Now when we upload qbo is defaulting to the new modern invoice instead of using the content we have set up in our invoices. The modern format is not showing the balance forward or credit on the accounts which is causing issues. We started using “batch transactions” for the upload and it has solved some of the issues however the balance/credit is our biggest headache. Has anyone found a work around? 

3 replies

M
MirriamMQuickBooks Team
QuickBooks Team
August 11, 2026

Uploading invoices in bulk currently defaults to the new modern invoice template in QuickBooks, even if you have a custom form style set as your default. This is functioning as designed in QuickBooks Online.

 

Since the modern invoice format and batch imports do not display the balance forward or credits, to ensure your customers see their complete account balance, the most reliable workaround is to send a balance forward statement alongside the invoice or instead of relying on the invoice body.  

 

Here is how to create and send statements:

 

  1. Go to All apps in the left menu.
  2. Choose Customer Hub, then select Customers & leads.
  3. Select the checkbox next to each customer you want to send a statement.
  4. Select the Batch actions ▼ dropdown, then select Create statements.
  5. In the Statement type ▼ dropdown, select Balance Forward.
  6. Set the Statement date, Start date, and End date.
  7. Verify the email address in the Email Address field.
  8. Choose Save and send.

 

We also encourage you to share your feedback directly with our product team so they know how this impacts your workflow.

 

If you have any other questions, let us know in the comments.

    W
    watsonkerianneAuthor
    New Member
    August 11, 2026

    Thank you for your reply. We figured sending a statement is probably the only option for now. Do you know if this issue is something that QBO will be resolving? Our invoice upload was pretty seamless before the upgrade but now we are looking other options like integrating an app for invoicing. Thanks again!

    J
    JayCaeRQuickBooks Team
    QuickBooks Team
    August 11, 2026

    There is no specific timeframe for the update that includes balance forward or credit details on bulk invoices with the modern template in QuickBooks Online.
     

    Your feedback is essential in shaping these improvements. In the meantime, pairing your batch invoice uploads with customer statements will ensure your clients see an accurate balance.

     

    You may also consider integrating with a third-party app that works with QuickBooks to help streamline your invoicing workflow.

     

    Please continue to share your feedback directly within QuickBooks so the product team can prioritize this feature.

     

    If you have any more questions, please don't hesitate to leave a comment below.

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