newbie QBKS Pro 2008

Jan 23, 2008 6 Replies

Hi-I want to send the same identical invoice to 56 active customers. Anyway to automate this? Thanks 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

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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