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Does anyone have a method for assigning a single customer payment to multiple projects?

 
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Best answer 01-07-2020

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Moderator

Re: Does anyone have a method for assigning a single customer payment to multiple projects?

Hi edgar,

 

QuickBooks Online can only accept a single payment and assign it to multiple projects under the same customer. Please see the sample screenshot:

1.PNG

There's no option to assign the payments to projects for different customers. Here's an article about how to manage Projects: Projects FAQ

 

We will need to create separate payments for different customer's projects.

 

Let us know if you have any questions, we are here to help. 

View solution in original post

4 REPLIES 4
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QuickBooks Team

Re: Does anyone have a method for assigning a single customer payment to multiple projects?

Hi edagr

 

Are you assigning the payment from the banking screen?

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Level 1

Re: Does anyone have a method for assigning a single customer payment to multiple projects?

hi john 

I usually create the payment on the customers account and then match on the banking screen. But I am completely open to working a different way if it means I can use a single payment from the bank screen to pay multiple project invoices for a customer. 

 

Highlighted
Moderator

Re: Does anyone have a method for assigning a single customer payment to multiple projects?

Hi edgar,

 

QuickBooks Online can only accept a single payment and assign it to multiple projects under the same customer. Please see the sample screenshot:

1.PNG

There's no option to assign the payments to projects for different customers. Here's an article about how to manage Projects: Projects FAQ

 

We will need to create separate payments for different customer's projects.

 

Let us know if you have any questions, we are here to help. 

View solution in original post

Highlighted
Level 1

Re: Does anyone have a method for assigning a single customer payment to multiple projects?

hi 

I don't know why I did not try it that way.   

The method I was using did not show all projects to be able to assign payment. 

 

Thanks for your help.