hwdickey
Level 1
‎August 12, 2022 02:24 PM

Customers with Multiple Ship To Addresses NOT POSSIBLE in QuickBooks Online

BEWARE when switching to Online from Desktop. 

I cannot believe that I finally agreed to switch to QBO only to discover once it is done that all of my customer's multiple ship to addresses did not migrate over and can't even be used in the online version.  I am angrier than I've been in a long time.  Sorry for the venting, but I hope to spare someone else the nightmare.  I have been using QuickBooks since 2005 and I do believe I am done.  I cannot even say how many times I asked what would function differently/what I would not be able to have migrate over/what I would not be able to do that I used to do, etc.  Not one time was this brought up.  To top it off, it took 25 minutes on hold with "support" to find out that it isn't even available in the online version.  And even if I had the time to enter every single ship to as its own sub-customer, it won't function the same.  I am praying someone out there has come up with some wonderful solution to this that QB support just isn't aware of....

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MichelleBh
Moderator
Moderator
‎August 12, 2022 04:24 PM

Other questions

I have a workaround, @hwdickey. This way, you can still ship your customer's products to multiple addresses. 

 

Thank you for being a QuickBooks client for how many decades. I know it can be frustrating to wait on hold, especially when trying to get things done. We appreciate your patience while waiting. Also, providing unclear information is unacceptable, specifically if you expect multiple addresses to migrate it to QuickBooks Online (QBO). Rest assured, I'll pass along your feedback to the management team so we can improve your experience and other customers like you.

 

In addition, some features, lists, items, preferences, reports, and transactions do not convert when exporting data from Desktop to Online. You can check this article to learn more about this: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

The closest workaround I can think of is creating sub-customers and manually adding the addresses. This way, you can ship it to multiple places. Follow this process:

 

  1. Go to the Sales menu and select Customers. 
  2. Click the New customer tab. 
  3. Complete the customer's information and ensure to click the Is a sub-customer box. 
  4. Hit Save. 

 

After that, pick the appropriate sub-customer when you create an invoice. So it will ship to the correct address. For more information, see this link: Add and manage customers in QuickBooks Online.

Moreover, to track your customer's transactions, you can run Transaction List by Customer report and add the Shipping Address column. See the sample screenshot below for reference: 

 

Feel free to visit these articles below to get started in QBO and customize sales forms:

 

 

Please leave a message below if you have trouble making sense of QBO. I'm here for you, and I'll be happy to help. Keep safe always.

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