Batch-creating invoices in QuickBooks Online

Batch-creating invoices is an alternative to importing invoices into QBO. It's ideal for businesses that need to create several invoices that will include the same (or similar) services. For example, a property owner may need to bill its tenants for their monthly rent. If you have 10 tenants that pay $1,000 a month, you can quickly generate 10 invoices using batch-create.

Follow these steps to generate a batch of invoices:

1.  Click the +New button.
2. Select Batch transactions as indicated in the following screenshot:

3. The Batch Transactions screen displays as follows:

This screen resembles and works like an Excel spreadsheet. First, you will select the transaction type you are importing. There are six to choose from: Invoices, Bank Deposits, Sales Receipts, Checks, Expenses, and Bills. Next, you will select the action you wish to take: create, modify, or delete. To complete the spreadsheet, you will put your cursor in each...