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accounting149
Level 1

How do you apply one payment to multiple customer accounts? We received a check that covers 3 locations, each with separate accounts. Thank you!

 
6 Comments 6
Tori B
QuickBooks Team

How do you apply one payment to multiple customer accounts? We received a check that covers 3 locations, each with separate accounts. Thank you!

Hey there, @accounting149.

 

Thanks for reaching out to the Community for support. 

 

At this time, there isn't an option available to apply a single payment to multiple invoices with different customers. You would need to create separate payments for each invoice. 

 

However, it sounds like you could benefit from using our Class tracking feature. You can use class tracking to track your transactions by departments, product lines, or any other meaningful segments in your business. This way, when you're running reports, you have a clear picture of each segment's financial health. To learn more about this feature, check out the details in Get started with class tracking in QuickBooks Online

 

Please let me know in the comments below if you have additional questions or concerns. Take care and have a great rest of your day! 

john-pero
Community Champion

How do you apply one payment to multiple customer accounts? We received a check that covers 3 locations, each with separate accounts. Thank you!

My help is unpaid and I think the results will be satisfying.

 

Create a dummy Clearing Bank Account.

Record each invoice as paid using the check number for the group.

Deposit the Undeposited Funds resulting from Received Payments into the clearing account.

Now make a single bank transfer from clearing to your operating account.

 

If you need to batch this check with others you can "clear" the clearing account to Undeposioted Funds and then include this record of the check in a following deposit

 

Hburke
Level 2

How do you apply one payment to multiple customer accounts? We received a check that covers 3 locations, each with separate accounts. Thank you!

Ok so I see in my searching people have been asking for this for at least 2 years. WHEN will this feature be incorporated into QBO? It is obviously needed.

MJoy_D
Moderator

How do you apply one payment to multiple customer accounts? We received a check that covers 3 locations, each with separate accounts. Thank you!

That would be a great addition to the current features that we have. I also hope to see this option very soon, @Hburke

 

We don't have an exact time frame on when the option to apply one payment to multiple customer accounts. Our developers might be working on making this function available for all. In the meantime, you can tune in for updates in our QuickBooks Blog.

 

For now, you can refer to the following article on how to record payments or partial payments for an invoice: Record invoice payments in QuickBooks Online

 

Your willingness to help Intuit improve our products and services is greatly appreciated. If you have other questions about invoices and or anything else, I'm happy to answer them for you. Just post it here as a reply and I'll take a look at it. Keep safe and have a great rest of the day!

brian_crow
Level 1

How do you apply one payment to multiple customer accounts? We received a check that covers 3 locations, each with separate accounts. Thank you!

still no solution.  thanks slowbooks.

res@finisroadrvp
Level 3

How do you apply one payment to multiple customer accounts? We received a check that covers 3 locations, each with separate accounts. Thank you!

I have three customers.  One invoice for each customer.  May I apply one check to each invoice using the same check number while receiving payment?  Is this correct?

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