Quickbooks desktop pro 2017 and pto how to#

You can also select customers in a billing group and click the “< Remove” button to remove them from the list.

To automatically select those customers in the group when creating batch invoices in QuickBooks Desktop Pro in the future, you can select the name of the billing group you created from the “Billing Group” drop-down.

When finished, click the “Save Group” button below the right list to save the customers into the billing group you created.

Then select the names of the customers or customer jobs to add to the group from the left list and click the “Add>” button to add them into the group at the right side of the window.Then click the “Save” button to create the group in the right list.Type a name for the group of customers into the “Name” field.Then select the “” command to open the “Group Name” dialog box.To instead create a “Billing Group” of customers to more easily select a set of customers for whom you may send out regular batch invoices in QuickBooks Desktop Pro in the future, click the “Billing Group” drop-down in the upper-right corner of the window.

You can also select customers in a billing group and click the “” button to move them into the list at the right side of the dialog box. In the future, you will be able to select the name of the billing group you created from the “Billing Group” drop-down to automatically select those customers in the group when creating batch invoices in QuickBooks Desktop Pro. When finished, click the “Save Group” button below the right list to save the customers into the billing group you created. Then select the names of the customers or customer jobs to add to the group from the left list and click the “Add>” button to add them into the group at the right side of the window. Then click the “Save” button to create the group in the right list. Type a name for the group of customers into the “Name” field. Then select the “” command to open the “Group Name” dialog box. To instead create a “Billing Group” of customers to more easily select a set of customers for whom you may send out regular batch invoices in QuickBooks Desktop Pro in the future, click the “Billing Group” drop-down in the upper-right corner of the window. To create a one-time batch invoice for customers, select the names of the customers or customer jobs from the left list and then click the “Add >” button to move them into the list at the right side of the dialog box. In the “Batch Invoice” window, then select the customers for whom you want to create batch invoices in QuickBooks Desktop Pro. You can click the “OK” button in the message box that appears, if needed. To create batch invoices in QuickBooks Desktop Pro, select “Customers| Create Batch Invoices…” from the Menu Bar. After checking the send settings in the “Preferences” dialog box, click the “OK” button to apply them. If the delivery method is unspecified, neither box will be checked. This ensures that batch invoices in QuickBooks Desktop Pro that are created for customers who have a “Preferred Delivery Method” of “Email” will have the email invoices marked as “Email Later.” Customers with a “Preferred Delivery Method” of “Mail” will have the “To be printed” checkbox checked within their batch invoices in QuickBooks Desktop Pro. In the “My Preferences” tab to the right, ensure that the “Auto-check the ‘Email Later’ checkbox if customer’s Preferred Delivery Method is email” checkbox is checked. Then select the “Send Forms” icon in the list at the left side of the “Preferences” dialog box that appears. To do this, select “Edit| Preferences…” from the Menu Bar. You should check your default preferences for sending forms in QuickBooks before creating batch invoices in QuickBooks Desktop Pro that you intend to email. QuickBooks uses this information to specify the customer’s settings within each invoice created, as well as determine whether to print or email the invoice now or later. This includes the customer’s “Terms,” “Preferred Delivery Method,” sales tax, and address information. QuickBooks uses the customer information you have entered to “fill-in” the specific information for each customer when it creates the invoices. Before you create batch invoices in QuickBooks Desktop Pro, however, you should be sure you have the customer’s information recorded correctly within the “Customers & Jobs” list in the Customer Center. You can easily create batch invoices in QuickBooks Desktop Pro to give multiple, selected customers an invoice for the same products or services.

Quickbooks desktop pro 2017 and pto how to#

Overview of How to Create Batch Invoices in QuickBooks Desktop Pro: