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Michelle W
Level 1

Gas sales on account at multiple C-store locations

What is the best way to set up gas sales on account when you have 22 stores and some of the stores are under different companies/Federal Identification numbers? I am trying to avoid sending out multiple statements to the same customer, if they buy gas on account at multiple locations.

1 Comment 1
DivinaMercy_N
Moderator

Gas sales on account at multiple C-store locations

Thank you for posting here in the Community, @Michelle W.

 

If a customer has encountered these 22 stores, you can create 22 jobs under that specific name. Then you can generate a statement to show all of the transactions under the job you created to that customer. 

 

Here's how to:

  1. Go to the Customers tab.
  2. Select Customer Center.
  3. Click the New Customer & Job drop-down arrow and choose Add Job.
  4. From the Job Name field, type the store name.
  5. From the Customer drop-down arrow, choose the specific customer.
  6. Once done, click OK

You can also check helpful articles at this site: https://quickbooks.intuit.com/learn-support/help-articles/misc/03/help-articles-us?label=QuickBooks%.... Just enter the keywords of your concern and you'll see a list of articles that can guide you. 

 

Fill me in if you have other QuickBooks concerns. I'm always here to help. Stay safe and Have a great day!

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