If you have a business that creates the same kind of invoice over and over again for different customers, you can use QuickBooks Pro to create one invoice that can be personalized and sent to multiple customers at once. To learn more about grouping customers to batch invoices, watch this online tutorial.
You can create one invoice to send to multiple customers.…This is perfect if you have the type of business that tends to create the…same invoice over and over again, but to…different customers, say for a lawn mowing service.…QuickBooks needs certain information already populated into…the customers you want involved in batch…invoice, so you need to make sure…you have their customer profile filled out correctly.…To do that, let's click Customer and double click one particular customer.…Now…QuickBooks need to make sure the customer has set…terms, sales tax rate and preferred send method filled in.…
It doesn't have to be the same for each customer, it just has to have a value.…So I've double clicked one customer. Change to the payment settings tab.…Make sure you have a value filled in for this payment terms field.…Also, make sure you have something filled in for…the preferred delivery method, whether it be email or postage.…Finally, click on…Sales Tax Settings, make sure the customer has a…sales tax code and a sales tax item filled in.…
Author
Jess Stratton
Released
11/19/2013- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Handling refunds
- Recording deposits
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: Grouping customers to batch invoices