Applying one payment to multiple customers & jobs

Hello there, Jw11.

You're unable to merge 2 customers to one parent account (customer). You can only merge 2 customers to each other and all transactions will transfer to the customer you will retain. 

I have a suggestion so you apply one payment to multiple customers. You can use our bank feeds feature. Once you set it up, you can match/apply the downloaded transaction (payment) to multiple invoices. Here's how:

1. Click Banking.
2. Go to Bank Feeds, then choose Bank Feeds Center.
3. Choose the bank account, then click Transaction List.
4. Choose the payment.
5. Click the Select drop-down arrow, then choose Add More Details. 
6. Choose the payments in the Undeposited Funds tab, or choose the invoices in the Open Invoices tab.
7. Click Add to QuickBooks.

I've got you an article for more information: Add and match Bank Feed transactions.

Let us know if you have more questions. We'd be happy to answer them. 

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@jw11 wrote:

I have two customers set up with multiple jobs under each.  The parent company (not set up as a customer) is now making one payment for both customers & jobs.  How do I apply this payment to multiple customers & jobs?  Is it best to merge the customers?  If I set up the parent company as a new customer and merge the two existing customers into the new customer do I lose any prior year transactions?  After the merge will I see the existing jobs under the new customer?  

 

Thanks for the help

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QB does not care who makes the payment

Use receive payments, select the customer, select the invoices being paid and enter the amount paid for that invoice.  Do it again for a new customer if needed

the total in undeposited funds should equal the amount received

use make deposits to move the total to the bank account

download banking if you use it and match

the work flow is and has been, make entries, download banking, match

I am having similar issues.

We use projects and create parent companies.  So when we have a parent company call with a job, we create a project for that specific location.  When we invoice out, we invoice under each project.  Problem is when the parent company pays, they send us authorization to process a single credit card transaction for multiple invoices.  I can not accept a credit card payment for more than one invoice at a time.  It should be set up so that, under a parent account, multiple invoices should be able to be processed in one transaction.  

I've yet to figure it out.

I bought and used an APP called Transaction Pro, installed the program/app and in the Target in program properties I typed "C:\Program Files (x86)\Transaction Pro\Transaction Pro.exe" /RECPAY3.

When I setup the excel worksheet, I when I applied a check payment from the customers for instance and I used the same check number but added ".001" to the check. For Example if check # 1108 paid four invoices from  four different customers I would show on the  Excel Worksheet Ck # 1108.001 on the first Line (row), Ck # 1108.002, on the second row, etc. I then imported the Excel worksheet (csv) into Quick Books. For example the columns looked like this: 

I have the same situation and have figured out how to process the credit card payment.

Go to the parent company, click the down arrow on New Transaction and click on payment. It will bring up all open invoices for the company. I then clicked the invoices for each project that needed paid and processed the payment. I do hope this helps you as well.