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”
One Response
this video is so helpfull.