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ERIC KINYUA MBUI
Level 1

Subject: Feature Request: Enable Class/Location Tracking for Customer Payments to Prevent Artificial Report Overpayments

Dear QuickBooks Product Development Team, I am writing to submit a feature request regarding how QuickBooks handles customer payments (specifically single checks or lump-sum payments) that cover multiple invoices with different Classes or Locations. The Problem Currently, when a customer sends a single payment (e.g., one check) to clear multiple invoices spanning different Classes or Locations, QuickBooks lumps the total payment amount together. When we generate class-based or location-based reports, this processing method creates a major reporting error: it shows an artificial overpayment in one sector, while other sectors do not accurately reflect that their specific invoices were cleared by that payment. Because the payment itself cannot be easily split by Class or Location at the time of receipt, it distorts our location-specific financial reporting and aging summaries. Our Suggested Solutions To fix this and ensure reporting accuracy for businesses managing multi-location operations, we suggest implementing one of the following updates in a future release: Payment-Level Class/Location Splitting: Modify the "Receive Payment" screen so that when a user applies a lump-sum payment against multiple invoices, QuickBooks automatically allocates the payment portions to the specific Class or Location designated on each underlying invoice. Dedicated Location Field on Receipts: Add a specific "Class" or "Location" dropdown/field next to each invoice line item within the "Receive Payment" window. This would allow users to manually quote and tie parts of the payment to specific locations for easy identification. Why This Matters For companies using QuickBooks to track performance across distinct branches, regions, or projects, clean data is vital. Implementing this change would prevent skewed reports, eliminate the need for tedious manual journal entry workarounds, and significantly improve QuickBooks' utility for multi-location financial administration. Thank you for your time and for continuously working to improve the platform. I look forward to seeing this enhancement considered for future
1 Comment 1
ClaireSamanthaS
QuickBooks Team

Subject: Feature Request: Enable Class/Location Tracking for Customer Payments to Prevent Artificial Report Overpayments

To ensure your request is directly sent to our product team, I recommend submitting it through your QuickBooks Online account. They review user feedback constantly when planning new features.

 

You can do this by clicking the Settings Gear icon in the top right corner of your screen and selecting Feedback.

 

As you noted, when a single payment is applied to multiple invoices with different tracking categories, the system combines the total rather than splitting it by class or location on your cash-basis or aging reports.

 

Your ideas to either have QuickBooks automatically inherit the underlying invoice tracking or to have manual dropdown fields right inside the Receive Payment window are excellent solutions.

 

If you have further questions or concerns, you can leave a comment below.