Hi-I want to send the same identical invoice to 56 active customers. Anyway to automate this? Thanks Frank
newbie QBKS Pro 2008
Jan 23, 2008
6 Replies
Create the first invoice and memorize it (edit, memorize invoice). Then go into Lists, Memorized Transactions, select the invoice, change the customer and save. Repeat 50+ more times!
Michelle L. Long, CPA, MBA
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Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business (
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or
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Advanced Certified QuickBooks ProAdvisor Member of Intuit's Certified Trainer Network
Use the QuickBooks memorized transactions feature or the InvoiceDuplicator program from
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Thanks, but I meant like a "mail merge" type of action for lack of a better example. Everyone gets an assessment, I make/memorize whatever the invoice, then I select my list (data list of customers who get this) and merge, presto 50 invoices addressed accordingly. Why is this so difficult? I know I can do it one at a time. Thanks for replying I appreciate it. Frank
Create the first invoice and memorize it (edit, memorize invoice). Then go into Lists, Memorized Transactions, select the invoice, change the customer and save. Repeat 50+ more times!
Michelle L. Long, CPA, MBA
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Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business (
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or
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Advanced Certified QuickBooks ProAdvisor Member of Intuit's Certified Trainer Network
You can check to see if there is a 3rd party add-on that will meet your needs. Go to accountant.intuit.com to search thousands of 3rd part apps.
Michelle L. Long, CPA, MBA
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Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business (
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or
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Advanced Certified QuickBooks ProAdvisor Member of Intuit's Certified Trainer Network
Check out Big Red Consulting's BRC Batch Invoicer:
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It might be what you are looking for.
Thanks All-I'll check both. Frank
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