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zoe-ball
July 12, 2019
Question

Hi, is it possible to link a number of customer accts? We have clients that have multiple branches and if possible I'd like to report on their spend as a group? Thanks!

  • July 12, 2019
  • 1 reply
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We have a couple of clients that have multiple branches (Accountants) all over the country that want to be set up individually in our system but I'd like to be able to see what their total spend as a group is in a quicker way if possible!

1 reply

G
GeorgiaC
July 12, 2019

Hi zoe-ball,

 

 

Thanks for your post and welcome to the community!

 

There is no way to link separate QuickBooks accounts, you would need to run the reports in each individual QuickBooks and then export to Excel and merge the data. 

 

Alternately, you could set the client up with one QuickBooks Plus subscription and use the 'Location tracking' feature to setup the branches as separate locations, and then assign the branch when entering the transaction.

 

This option would depend on if you make one overall VAT return or individual returns for each branch. You can see more on the location tracking feature on our guide here.

 

 

Thanks :)

P
Paulg1969
May 20, 2020

You try adding jobs to your customers eg your main customer might be Joe Bloggs Ltd but he have a job added for Joe Bloggs (East), Joe Bloggs (North) etc..

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