Mastering QuickBooks® 2023 is a comprehensive guide that covers everything you need to know to master QuickBooks, from setting up your accounts and managing your transactions to generating reports and integrating with other software.
With step-by-step instructions, real-world examples, and practical tips and tricks, this book is designed to help small business owners, independent contractors, and bookkeepers optimize their financial management and streamline their business operations.
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...
