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am23
Level 2

Billing customers with multiple locations

I work with customers that have multiple locations (too many to enter one by one). I bill to a corporate office , but physical work is done at these locations. Below are the functions I am looking to have.

 

-Import locations for a customer

-Select location where work was done when creating invoice (Show as ship to or some other method)

 

Is there any current mean to do this or any work around? It seems this would be a common feature now a days. Any help is appreciated

3 Comments 3
HoneyLynn_G
QuickBooks Team

Billing customers with multiple locations

Great day, @am23.


Welcome to the Community space. I know how to assign a location to your customer invoice and can help you here.

 

Location tracking in QuickBooks Online allows you to categorize sales transactions from different locations, offices, regions, outlets, or departments of the same company.

 

Here's how to turn it on:

  1. Click the Gear icon. 
  2. Choose Account and Settings.
  3. Choose the Advanced tab.
  4. In the Categories section, put a check mark on the Track Location box.
  5. Click Save
  6. Click Done.

 

Here are the steps in adding locations:

  1. Select the Gear icon, then from Lists, select All Lists.
  2. Select Locations.
  3. Select New.
  4. Enter the necessary information.
  5. Click Save.

 

Once this feature is activated and added, automatically there's a Location field on the transactions.

 

That should get you going today, @am23. For in-depth information, please check this article: How to set up and use location tracking.

 

Please know that I'm still here to help you more. Leave me a comment if you have additional questions. Wishing you all the best!

am23
Level 2

Billing customers with multiple locations

Thanks for the quick reply. The two follow up questions I have are below as that is a good start.

 

-Is entering each location manually they only way to input? I have customers with 2000 locations so I import feature would be the only feasible to do it. 

- When location is selected does it show on invoice to customer or is it just for internal use in QB?

IamjuViel
QuickBooks Team

Billing customers with multiple locations

It's great to hear again from you, @am23.

 

Allow me to provide some information on how you can bill your customer who has multiple addresses. Let's get started!

 

Aside from manually adding the locations of your customers, you can set up the customer's corporate office as the Parent Customer. While, the different branch office or store locations as a sub-customer. Here's how:

  1. Go to Sales.
  2. Choose Customers.
  3. Click New Customer.
  4. Complete the Customer Information.
  5. Hit Save.

Once created, you can proceed with adding the sub-customers. Here's how:

  1. Click Sales.
  2. Select Customers.
  3. Choose New Customer.
  4. Complete the Customer Information.
  5. Make sure to put a check mark on Is sub-customer.
  6. Choose the Corporate Office as the parent customer.
  7. Select Bill with customer.
  8. Hit Save

That should do it!

 

On the other hand, location tracking allow you to monitor and categorized transactions per  locations, offices, regions, outlets, or departments of the same company. This is for internal tracking only. It will not be included on the actual invoice that your customer's will received.

 

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 If you need further help with the steps above, I’d recommend reaching out to Customer Care team. A specialist will be able to look up your account securely and further assist you via secured remote access.

 

Here’s how to contact us:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Don’t hesitate to click on the Reply button if you have other question about billing customer with multiple location. I’m here to help.

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