I’ve been migrating more of our client workflows to the Batch Create tool in QBO Advanced to save time, but I’ve hit a significant roadblock that feels like a massive oversight.

Currently, when we use the batch interface to generate multiple invoices at once, there is no option to populate Custom Fields that we’ve painstakingly set up in our Sales Forms.

The issue:
We use a custom field called "Project Code" to track departmental billing. Because this field isn't available in the batch entry screen, we have to:

Create the batch of invoices first.

Go back into each individual invoice one by one.

Manually type in the Project Code.

This completely defeats the purpose of "batch" processing. It actually takes longer than just creating them individually if you have more than 5-10 invoices.

My Questions for the Community & Devs:

Is there a hidden setting I'm missing to enable Custom Fields in the Batch entry grid?

If not, has anyone found a workaround using a CSV import that actually maps these fields correctly without using a third-party app like SaasAnt?

@Moderators – is this on the product roadmap for 2026? dordle