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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Is there a way to combine invoices in QuickBooks?
At this time, there's not a way to combine multiple invoices into one invoice. However, if you only need to send a copy of all the invoices for a single client, you can create a statement to list all the invoices. Select Customers.
Is there a way to import invoices into QuickBooks?
You can import invoices from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software. Connect your QuickBooks Online to Excel Transactions App from QuickBooks AppStore by clicking the "Get App Now" button. You can get the free trial of the product in the QuickBooks AppStore.
Can you merge two company files in QuickBooks?
The ability to merge two company data files into one company is currently not available in QuickBooks Online. Each company is created as a separate file and can't be merged, but you can manually input the data into the company you want to keep.
How do I merge two clients in QuickBooks?
In the Customer Center, click the "Customers & Jobs" tab. Double-click the final customer record and write down or copy the job name at the top of the window. Close that window, double-click the customer record to be merged, change the job name and click "OK." Select "Yes" to confirm you want to merge the jobs.
Can I combine invoices in QuickBooks?
We're unable to combine multiple invoices into a single invoice. You can suggest the process of combining invoices to our product engineers. Send them feedback so they'd know what works best for you. In your QBO account, click the Gear icon and select Feedback.
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