Categories
Products & Services

How to batch switch from service items to non-inventory parts without going into each individual item

You can batch “Change type” from service to non-inventory type or non-inventory to service in QBO. However, for service to inventory or non-inventory to inventory type, you can’t do batch change type, you will need to edit and change one item at a time.

To make batch “Change type” from service to non-inventory type:
1) Click find (little funnel arrow-down)
2) Select “Service” from Type selection
3) Click “Apply” button
4) From the Service type list, Click “All” checkmark
5) “Change type” box should expand (far right corner)
6) Select “Make non-inventory item”

In case, you need to revert back to change type again, follow the steps again.

batch change type 1
batch change type 1
batch change type 2
batch change type 2

You can’t also change batch item list mapped to GL account type in QBO list page. You will need to upload a CSV or Excel file (from gear > tools > import data > products and services).

If you found our answers useful then please contribute few bucks to support this forum. Thank you!





Thank you!






Sign up QuickBooks USA

Categories
Banking Transactions

I just did a batch action from the banking center and added all expenses to the same category. How do I undo that action?

Using batch action in bank feed, you moved banking transactions from “New Transactions” tab to “In QuickBooks” column area.

In order to “Undo” transactions, go to “In QuickBooks” column and select items from the list to move it back to new transactions tab > select Batch actions > choose UNDO.

That will bring it back to “New Transactions” tab again.

undo batch action
undo batch action

 


If you found our answers useful then please contribute few bucks to support this forum. Thank you!





Thank you!





BUY QuickBooks Online - Anytime, Anywhere. Easily Track Sales, Bills and Expenses.
Beach Vacation Rentals under $100 a night
Save on Smartphones from Verizon Wireless!
Over 4000+ STD Test Centers Nationwide. Order Testing Today!

Sign up QuickBooks for a 30-day FREE Trial

QuickBooks USA





QuickBooks Canada








Categories
Journal Entry

Is there a way to mass print several hundred past journal entries which were made in Quickbooks online?

There is no way to batch print actual journal entries in new QuickBooks. In fact, there is no print button in QBO, to print actual journal entry that you see on screen at all.

To add this new feature request, add your voice here. I have already done so in the past.

http://feedback.qbo.intuit.com/

Categories
Sales Receipt

How do I batch print unprinted Sales Receipts now in new QuickBooks Online (QBO)?

From the home page screen
Go the blue navigation bar on the left

  • Select Transactions
  • Select Sales
  • Filter these transactions by”Sales Receipts” (Type) and “To be Printed” (Delivery Status) under the status drop down menu
  • Click blue “Apply” button
  • Click Batch Transactions
  • Select Print Transactions
  • Give few seconds to load to be printed pages
  • Click “Print” button (hoover around your mouse at the bottom right corner)

Note: Make sure you’ve installed appropriate Adobe reader to print PDF file.

How do I batch print unprinted Sales Receipts now in new QuickBooks Online (QBO)

Categories
Customer Center Customers Invoice

I accidentally sent out a batch of invoices by email. How to figure out which ones got sent in new QuickBooks Online?

From the Homepage screen, go to the blue navigation bar on the left

  • Select Transactions
  • Select Customer
  • Select Gear (Not the company gear located top upper corner. This one is located in the right middle corner next printer and excel icons)
  • Select “Email” and “Status” from the dropdown selector
  • See screenshot photos below for reference
verify invoice email 3
verify invoice email 3
verify invoice email 1
verify invoice email 1

verify invoice email 2
verify invoice email 2

New QuickBooks Online Plus – How to enter various expenses in new QBO?

QuickBooks Online (QBO) Tutorial – Customer Invoice, Sales Receipt, Receive Payment, Bank Deposit