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January 26, 2021
Question

How do I assign the same gocardless direct debit to multiple customers. During import it only allows me to assign 1 go cardless with 1 customer.

  • January 26, 2021
  • 1 reply
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1 reply

Angelyn_T
January 26, 2021

Hi there, @Sarfz.

 

Thank you for reaching out to us here on the Community page. I can share with you some information about assigning GoCardless direct debit to customers.

 

Yes, the system only allows one GoCardless per customer. As a workaround, you can set the owner as a parent customer, and create the rest sub-customers and bill them with the parent one.

 

To create a parent customer:

 

  1. Open your QuickBooks Online account, then select Customers from the Sales tab.
  2. Click on Add customer manually or New customer.
  3. Fill in the necessary information, then click on the Save button.

 

For the sub-customers:

 

  1. Tap on New customer on the Customers window.
  2. Enter the customer's information.
  3. Mark the box beside the Is sub-customer section, select the parent customer and choose the Bill with parent option.
  4. Hit Save.

 

For additional resources about adding customers in QuickBooks Online, I recommend opening this link: How to add a customer.

 

Moreover, here are some of our help articles you can open to know more about GoCardless:

 

 

If you need additional help with managing your customers in QuickBooks, please let me know by adding a comment below. I'm always here to help. Have a good one!