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You raise a valid point, Mollie. The ability to assign specific shipping methods and accounts to individual customers would be a valuable feature in QuickBooks Desktop (QBDT). I'll share some information about the availability of this option.
When recording sales transactions in QBDT, we can only select a shipping method for each transaction. There isn't an option to set different shipping methods or accounts for each customer profile. This means if you have customers who consistently use the same shipping carrier or service, you'll need to manually choose the appropriate method every time you create an invoice or sales order for them.
However, there is a workaround which can help streamline this process. If you typically use a particular shipping method for the majority of your transactions, you can designate that method as your default in the software's settings. By doing so, the selected shipping method will automatically populate in your sales transactions, saving you time and ensuring consistency in your shipping choices.
Here's how:
- Go to the Edit menu and choose Preferences.
- Click Sales & Customers and hit Company Preferences.
- From the SALES FORMS section, select a Usual Shipping Method.
- Once done, choose OK to save your changes.
If you have any further questions or need assistance with other features in QuickBooks Desktop, Mollie, feel free to comment below. I'll be happy to provide guidance and support to ensure you get the most out of the software.
