Batch-creating invoices in QBO
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:
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Figure 17.43: The New button
- Select Batch transactions under the OTHER column, as indicated in the following screenshot:
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Figure 17.44: Selecting Batch transactions
- The Batch Transactions screen appears, as follows:
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Figure 17.45: The Batch Transactions screen
This screen resembles and works like an Excel spreadsheet. First, you will select the transaction type you are creating...