Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written four Amazon Bestsellers, Mastering QuickBooks 2020, Mastering QuickBooks 2021, Mastering QuickBooks 2022, and Mastering QuickBooks 2023. In addition to having experience as a small business owner, she has more than 20 years’ experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
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 their tenants for 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:
Click the + New button located on the left navigation bar, as indicated below:
Figure 17.34: The New button
Select Batch transactions under the OTHER column, as indicated in the following screenshot:
Figure 17.35: Selecting Batch transactions
The Batch Transactions screen appears as follows:
Figure 17.36: The Batch Transactions screen
This screen resembles and works like an Excel spreadsheet. First, you will select the transaction type you...
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Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written four Amazon Bestsellers, Mastering QuickBooks 2020, Mastering QuickBooks 2021, Mastering QuickBooks 2022, and Mastering QuickBooks 2023. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
