Managing multiple addresses for one customer

Hi there, @ghayward21.

You'll want to use the same company name and billing address of your parent customer to your sub customer. Then, enter the sub customer address to the Shipping address field. 

Also, ensure to uncheck the Same as billing address in your sub-customer profile. That way, you'll keep the parent customer billing address while still showing the sub customer address in your invoice. 

Here's an article you can read to learn more about managing your customer in QuickBooks Online (QBO): Manage your customer list.

I also got you this article that can guide you in entering a delayed credit in your QBO account: Enter and apply credit notes and delayed credits in QuickBooks Online.

You can always contact us anytime whenever you need help or assistance with your QBO account. We're always here to help. Take care!

Thanks for the reply.  Unfortunately, when I create the sub-customer using the same name as the Parent Company I get an error message saying that another customer is already using this name?

Hi there, ghayward21,

Let me clear things out about creating sub-customers in QuickBooks Online (QBO).

You'll get this error when you have more than two duplicate names under the parent customer. The easiest way to fix this is to use a unique display name even though this sub-customer has the same company name. Please see the attached screenshots below for your visual reference.

Learn more about adding sub-customers in QBO through this article: Manage your customer list. It includes detailed steps and instructions for more details.

Should you need anything else, please let me know. I always have your back. Thank you and take care always!

Best regards,

Mary Land

Ok, so we are getting closer.  When set up as below, the billing address comes up correctly.  The delivery address, however, includes the parent company name instead of the 'show name as' name.  This was so easy in QB desktop, surely it must be possible to bill company A at head office, but deliver to company B at the site address!!!

QuickBooks will use both the Company and the Title name, ghayward21.

The Display name as field is for recording and reporting purposes in QuickBooks only. When sending transactions, the program will use your customer's full name and the Company name.

If you don't want the parent company name to show on the delivery address, I have a workaround for this.

You can interchange the Company and the Display name as. You can use this screenshot as an example:

Here's how it looks on the transaction:

If you want to customise your sales form, you can check this article: Customise invoices, estimates, and sales receipts.

Feel free to leave a reply if there's anything that I can help!

I am in the same boat. QuickBooks desktop had a drop down option for the shipping address. So taking that away totally makes things way more complicated then they have to be. I still can't figure it out. And the agent I paid $50 for couldn't either. 

Welcome to QuickBooks, SBSKCS.

I do agree that having the option to select a shipping address in QuickBooks Online (QBO) can easily select the relevant site once you create a transaction. However, since you're unable to do that, I suggest following the steps mentioned by my colleague JasroV as a workaround.

You'll also want to run the Customer Contact List report to guide you in verifying your customers and sub-customers specific addresses. Let me guide you with the steps.

1. Click Reports on the left menu.
2. On the search bar, type Customer Contact List.
3. Click Customise to add columns that you want to show. Then, click Run report.

Please check this article for more information: Customise Reports In QuickBooks Online.

For future reference, you can add and match bank transactions in QBO.

Ping me over if there's anything that you want us to help. We're always right here to help.

Did you ever figure out a solution to this? I just transitioned from Desktop to Online & can't figure out how to have different shipping addresses under one customer name.

Hi DeepaG,

Thank you for choosing QuickBooks Online.

There's only one shipping address per customer profile, but you can change it on the Invoice transaction page when you ship items to a different address. If you're delivering items into different branches or locations, you may want to enter them as sub-customers and assign their corresponding shipping addresses.

You can always go back to this thread if you have other questions in mind.

Hello,

Is there a solution to this? I do not want the parent company name to show on the shipping address. 

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@GeorgiaC wrote:

Hi PGVicky, currently it's only possible to have one shipping address per customer, and the workaround would be to create the sub-customer accounts for each of the different shipping locations. Please note when creating the transaction, the customer field will appear as 'parent company:sub company' however only the sub-company name and shipping address will show on the invoice to the customer. 🙇‍:female_sign:

 

Sorry, I don't quite understand. Is it possible for the invoice to have the parent company name and address as the billing address and the sub-company name and address as the shipping address? 

 

I have several clients who each have 20 or more sites that we service. I need the invoice address to be the actual company with each individual site being the shipping address so they can see where the works was carried out. 

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Thank you for replying. Unfortunately having the parent name in the shipping address won't be okay for me . . 

It is now 2024 and we are no closer to having the ability to add multiple Ship-to addresses without the terrible "Sub-Customer" workaround? In what world does every company only have ONE address associated with them? 

Hello Ncapaldi, thanks for posting on this thread and we totally appreciate what you are saying and we have passed this on as feedback to the relevant team. 

It's shockingly bad isn't it? This thread is four years old and this product still can't let us have more than one address for a customer. The workarounds are embarrassing.

QBO is all about presentation. If you want functionality, then QBO is way behind QB Desktop, and there's no sign of it ever improving. 

I agree. I had none of the issues I have in QBO when I used QBD. Granted, that's not to say QBD didn't have it's own set of problems. QBO feels like it was developed just to sell more Intuit garbage. The lack of features and overwhelming advertising is getting old. 

Yes, I agree 100%

Come on QuickBooks, PLEASE make the online version more like the Desktop version.  

Your customers are waiting.  I'm sure everyone will make the switch to the QBO once this is done and you can charge your enormous fees and make more money. 

Hello, Gee8! I'm glad to see your active participation in this discussion.

I recognize the importance of adding multiple addresses in the Customer profile in QuickBooks Online. While the option isn't available yet, you can consider adding the other addresses when creating an invoice or other sales transactions.

Alternatively, you can add sub-customers to include the remaining addresses. Please visit this article for a thorough walkthrough of the process: Add and manage customers in QuickBooks.

Rest assured that the Product Development Team is continuously improving QuickBooks Online. They're constantly introducing updates and improvements to cater to the diverse business needs of all users. I recommend sending a feedback to let them know about this:

Here's how:

1. Go to the Gear icon and select Feedback.
2. Type in your suggestions about restoring the notes.
3. Then, submit your request.

You can also post this idea on our QuickBooks Idea Exchange Board page. To do so, go to https://quickbooks.intuit.com/learn-support/quickbooks-idea-exchange/idb-p/uk-idea-exchange. Then, select the Suggest an Idea button. After submitting your idea, click Post.

In the meantime, you can consider adding other addresses when creating an invoice or other sales transactions.

Alternatively, you can add a sub-customer to include the remaining addresses. Please visit this article for a thorough walkthrough of the process: Add and manage customers in QuickBooks.

You can check back on this thread to see if there are any updates on the option's availability. If you have further questions concerning the program's features, please let us know by clicking the Reply button.