Question

Creating batch pledges

Forum|Forum|2 years ago
October 20, 2023
1 reply
18 views

I want to create batch invoices but I see no option to do so inspite of viewing many videos on the subject. My version seems to call invoices pledges. I am using QB for a non-profit HOA.

QuickBooks Online

A

AnneMariee

Welcome to the Community, BDW11!

Let me share some information about batch invoicing in QuickBooks Online (QBO). I'm also here to explain why your QBO account calls your invoices as pledges.

First, the option to create and send multiple invoices through QBO is only available in the Advanced version. If you're subscribed to that plan, you can follow the steps below to create batch invoices.

Select + New.
Select Batch transactions.
In the Select transaction type dropdown, select Invoices.
Select any of the fields on line 1 to start. This is your first invoice.
Enter info into the fields. These are the same fields you see on a regular form.
Enter as many invoices as you need in separate lines.
Select Save.

If you don't see the option to create batch invoices, you'll need to upgrade your account. You can also manually create invoices individually on your current subscription.

Furthermore, QuickBooks automatically renames invoices to pledges if your tax form is set to nonprofit in your settings. That is why you see pledges instead of invoices on your QBO account.

I'm leaving this article with more details on how to set up and run a nonprofit organization in QBO: Get started with QuickBooks Online as a nonprofit.

Lastly, once you've created and sent your invoices to your customers, you can use this article as your guide in recording payments: Record invoice payments in QuickBooks Online.

Feel free to add a comment below if you have other concerns about creating and managing invoices. I'll get back to make sure you're taken care of.

B

BDW11Author

Thanks for the reply and further insight. While insightful and does answer my question, I do have to say this is highly disapointing. I use QB to run a very simple HOA. Send out invoives, pay a few bills. NO inventory, no payroll....just pretty simple. I just up-graded from 2011 desktop (yes, 2011) to QB on-line; and even my very, very old 2011 desktop version had BATCH INVOICING. To up-grade to Advanced is crazy and costly just to get a basic feature as batching. This seems to be a feature that should be in the essentials package.

New question:

Since I am now stuck doing 158 invoices every year manually, is there a fast was to duplicate them/ repeat the information for each one or am I required to enter in every pice of information 158 times?