Bulk Invoice Actions – Send to Quickbooks

Austen Brockman
Austen Brockman
  • Updated

To improve efficiency, admins can send both interpreter and account invoices in bulk to QuickBooks. 

Within the Insights tab, while viewing either Interpreter Invoices or Account Invoices, there is now the option to select specific invoices by checking a box next to each one.  Once the desired invoices are selected, click the Invoice Actions box at the top right and choose Send to QuickBooks. 

A pop-up window will show the ongoing status of the bulk action, and once it is complete, a Success message is displayed. 


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