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fdsa3
October 15, 2024
Question

QBO - Multiple company names for single client

  • October 15, 2024
  • 1 reply
  • 0 views

Hello,

 

I am running into a problem where I have single clients with multiple businesses. I do not want to merge the separate businesses together but cannot duplicate the customer name with different company names. I have tried to change the invoices as well to remove the customer name and do only company name but am running into problems doing that as well.

 

Is there a way to have Bob Jones be the customer name for ABCorp and ZYXCorp? Or, is there a way to change the invoices to be to ABCorp or ZYXCorp only and remove the customer name Bob Jones? Then I would be able to make a Bob Jones1 in our client list but only ABCorp would populate to the invioce. 

1 reply

A
Anonymous
October 15, 2024

Managing multiple businesses for a single client in accounting systems like QuickBooks Online (QBO) can be challenging, @fdsa3 . Let me address this concern for you.

 

To resolve this issue, QBO does not permit duplicate customer names. However, there are ways to address this limitation. One common solution is to create separate customer profiles for each business while using the same contact name. For instance, you could set up customers named ABCorp - Bob Jones and ZYXCorp - Bob Jones. This method enables you to refer to the same individual and their related businesses distinctly without combining them.

 

Moreover, when a customer pays an invoice, it's essential to record the payment to link it to the invoice and ensure your accounts are balanced.

 

Don't hesitate to contact me if you have additional questions or need further assistance with managing your invoices. I'm here to help.

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