QuickBooks Desktop: Batching and Automation

The following is a list of features that QuickBooks Desktop has related to “Batching”:

Most Commonly Used:

• Batch Invoices
• Create Invoices from Billable Time and Expenses
• E-mail forms in batch, marked “To Email”
• Print forms in batch, marked “To Print”
• Batch Print and/or E-mail from Income Tracker
• Batch Mark Estimates Inactive from Income Tracker
• Add/Edit Lists in Batch: Customer, Vendors, or Items
• Change OTHER NAME to vendors in batch
• Create mail-merge letters to Customers
• Batch create new Bank Accounts with beginning balances
• Assess Finance Charges
• Create Statements in Batch (Print or Email)

Item and Inventory Related:

• Auto PO (QB Enterprise only): creates Purchase Orders to preferred vendors based on reorder points
• Where Used (QB Enterprise only): replaces component in multiple inventory assemblies in batch
• Print Pick Lists or Packing Lists in Batch from Sales Order Fulfillment Worksheet
• Close P.O’s in batch from Bill Tracker
• Set Reorder Points in Batch
• Change Prices in Batch

For Accountants:

• Batch Enter Transactions
• Batch Reclassify Split Account and/or Class
• Batch Write-Off Invoices
• Batch Delete or Void Invoices, Check,
• Process Multiple Reports, print or e-mail in batch

Related to Automation, there are 2 major features:

• Scheduled Reports (New for 2017)
• Memorized Transactions

Finally, through a combination of tasks , there are some aditional Tricks of the Trade:

• Batch change list name or item information in Excel through IIF Export and Import
• Batch batch edit Account Numbers in Excel through IIF Export and Import
• Batch Adjust negative inventory QOH to zero in Excel through IIF Export and Import
• Convert multiple Customers to Jobs or multiple Jobs to Customer
• Change pre-fill expense account for vendors though Excel

Register for the upcoming QB Power Hour Webinar on 12/01/2016 12:00pm EST all about “QuickBooks Batching & Automation” where we will cover some of the topics mentioned here:

https://attendee.gotowebinar.com/register/5092287325846520068

If you want a taste of what the webinar will be about, this video provides one of those techniques: “Changing Default Vendor’s Expense Account”