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glConley
October 22, 2020
Question

Receiving payments for sub customers

  • October 22, 2020
  • 1 reply
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I have a few customers that has multiple locations, that are billed separately, but one location pays for all of them. If I make the other locations Sub Customers, and billed with parent, will I be able to see all of their invoices when I select the parent company to make a payment for them all, or will I still have to receive separate payments for each location?

1 reply

MariaSoledadG
MariaSoledadG
October 22, 2020

I'm here to help you with the process of how to receive payment for sub customers, glConley,

 

Yes, you'll be able to see all of their invoices when selecting the parent company to make a payment. Then, make sure to choose the Bill with parent option for your sub customers. 

 

Here's how:

  1. Click the Sales menu on the left.
  2. Go to the Customers tab, select a customer.
  3. Click the Customer Details tab, then click Edit.
  4. Tick the Is sub-customer box, click the drop-down arrow below to select a customer.
  5. Make sure to select the Bill with parent option for your customer.
  6. Click Save.

For reference, you can add and match bank transactions after it's being downloaded in QuickBooks Online. Please see this article for more information: Categorise And Match Online Bank Transactions.

 

Reply to a comment below if there's anything else that you need. I'll always make sure to help you.

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