From the course: QuickBooks Pro 2020 Essential Training

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Group customers to batch invoices

Group customers to batch invoices - QuickBooks Pro Tutorial

From the course: QuickBooks Pro 2020 Essential Training

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Group customers to batch invoices

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- [Instructor] 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 send them to different customers, say, a lawn mowing service. QuickBooks needs certain information already populated into the customer's you want involved in a batch invoice. So you need to make sure you have their customer profile filled out correctly. To do that, click customers on the home screen. Let's double click on a particular customer. QuickBooks needs to make sure that the customer has set terms, sales tax rate, and preferred send method. It doesn't have to be the same response for each customer, it just has to have a value. Let's check out the payment settings tab here. Here I can see they have a payment terms set and a preferred delivery method. If I click on the sales tax settings tab, they have a tax code filled in. Once all…

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