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DSGardenSupplies
Level 2

1 customer payment account associated with multiple separate ship to customer 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

3 Comments 3
Angelyn_T
QuickBooks Team

1 customer payment account associated with multiple separate ship to customer accounts

Glad to have you here on the Community page, @DSGardenSupplies.

 

In QuickBooks Point of Sale (POS), we aren't able to set a sub-customer or a parent one. You can either leave it as is and bill your customer to the correct ship-to address.

 

In QuickBooks Desktop (QBDT), you can set a parent customer and jobs under it for the sales to be merged/totaled into one customer.

 

To create a customer in QBDT:

 

  1. Tap on Customer Center, from the Customer menu.
  2. Click on the New Customer & Job button beside New Transactions.
  3. Pick on New Customer.
  4. Fill in the information under the New Customer window, then tap OK to save it.

To add a job into it:

 

  1. Right-click on the customer's name under the Customers & Jobs.
  2. Select Add job, then input the job (sub-customer) details.
  3. Hit OK.

In case you have any other QBDT and POS concerns in the future, feel free to read out help articles:

 

Let me know if you have any other questions. I'm more than happy to help. Have a good day!

DSGardenSupplies
Level 2

1 customer payment account associated with multiple separate ship to customer accounts

Hi Angelyn,

 

Thank you, that could work for this customer. Are you then able to select from that list of jobs in QB POS when writing up a sale for that customer? 

MarsStephanieL
QuickBooks Team

1 customer payment account associated with multiple separate ship to customer accounts

Hello there, DSGardenSupplies.

 

Currently, the option to create a job or sub-customer in Point of Sale (POS) is unavailable. I can forward your post as a feedback to our Product Development Team. They assess all requests and most of them is added to the bucket for product updates.

 

I'll be around and ready to answer if you have questions in mind. Take care.

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