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DSGardenSupplies
Level 2

1 customer payment account for multiple ship to accounts

We have a customer who currently has separate accounts for each ship to location. They have recently combined as one company but still have the multiple locations to ship to. They are wanting us to merge the accounts so that they can pay on one account as a lump sum. However, we would like to keep the different ship to accounts separate on our Quickbooks Point of Sale side for tracking & recording purposes. Is there a way to have one customer payment account on the Quickbooks Desktop Enterprise Solutions side and keep the ship to accounts separate on the Quickbooks Point of Sale side? 

 

We are using Quickbooks Desktop Point of Sale Pro together with Quickbooks Desktop Enterprise Solutions Retail

6 Comments 6
LauraAB
QuickBooks Team

1 customer payment account for multiple ship to accounts

Hello DSGardenSupplies,

 

Thanks for reaching out! I want to make sure you're getting the answers you need for your question. Seeing as you're mentioning QuickBooks Point of Sale, it sounds to me like you're using QuickBooks Desktop US. You've posted your question in QuickBooks Canada's community. Don't worry, I'll rope in my US colleagues this time around.

 

The best way to make sure you're in the right area of community for your product is to check the flag at the top of the screen. If it's not the one you need, simply click and switch it.

 

One of the US support agents will be with you as soon as possible.

 

Have a great weekend!

DSGardenSupplies
Level 2

1 customer payment account for multiple ship to accounts

I did see the Canadian flag at the top of the page - but next to it said go to - quickbooks.com.ca so I thought it was meaning that was the link for quickbooks canada. I am not sure how I switched it - my mistake! 

Anna S
QuickBooks Team

1 customer payment account for multiple ship to accounts

Hey there, @DSGardenSupplies.

 

Let's work together to get a solution that works best for you.

 

With QuickBooks Desktop, you can create multiple bills for your Vendor and attach one payment to those bills. By doing this, you can track the numerous locations that your Vendor ships to. The steps below will show you how:

 

  1. Go to the Vendors tab and select Enter Bills.

 

       2. Choose a Vendor, then enter the amount of the bill.

       3. Press Save and New.

       4. After entering in all of the bills, hit the Vendors tab again.

       5. Pick Pay Bills.

       6. Check all the boxes that include your Vendor's payments.

       7. Click Pay Selected Bills, then choose Print Checks or Done.

 

That's all there is to it. Now you have one sum amount for several bills. However, if you need separate accounts on the Point of Sale side, the option currently isn't available.

 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again.

DSGardenSupplies
Level 2

1 customer payment account for multiple ship to accounts

Thank you Anna. I am actually looking for help with a customer account - should I re-post on the US site?

AndréB
Level 7

1 customer payment account for multiple ship to accounts

Hey DSGardenSupplies,

 

As your question is regarding a product that isn't available in Canada, I'm sending you to our US support team. One of their agents will be happy to assist you shortly. Feel free to post your question on the US site, as that'll increase your visibility and ensure you receive the appropriate support: https://quickbooks.intuit.com/learn-support/us-quickbooks-community/misc/03/community-us 

 

Thank you.

RenjolynC
QuickBooks Team

1 customer payment account for multiple ship to accounts

Hi DSGardenSupplies,

 

The data that is transferred from Point of Sale to QuickBooks Desktop and vice versa is called financial exchange. You'll want to check this article to view the Accounts affected during the exchange process: Financial Exchange Overview.

 

In QuickBooks Desktop, you can check your payment setup and change the deposit to option for your receive payments here:

 

  1. Go to Edit > Preferences > Payments.
  2. Select the Company Preferences tab, and un-check the Use Undeposited Funds as a default deposit to account.
  3. Click OK

 

Once done, you can open the receive payment transaction, and select which account you want the payment to be categorized. You can also reach out to our Customer Care Team to avoid any discrepancies.

 

Here's a link where you can get our contact information: Contact Payments Support.

 

Let us know if you need anything else. Thanks.

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