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paul-siegel
December 19, 2023
Question

Moving invoice from once client entity to another...

  • December 19, 2023
  • 1 reply
  • 0 views

We have multiple contractual relationships with various clients, where the legal entity ("Company A") is the same but the billing and contractual deals are different.  We set up "Company A - Mr. Smith" and "Company A - Ms. Jones." "Ms. Jones" is a new contractual relationship but we already invoiced and had her pay under Company A - Mr. Smith.  Can we "move" the invoice from Mr. Smith to Ms. Jones without causing problems by:

 

1. Creating a new client = Company A - Ms. Jones

2. Changing the Client name in the existing/paid invoices from Company A - Mr. Smith to Company A - Ms. Jones?

3. Is there a better way to do this?

 

When we originally invoiced all under Company A - Mr. Smith, and wanted to invoice Ms. Smith, all the details for Ms. Smith disappeared. This wasn't satisfactory.

Maybe this is a trivial fix, but appreciate any help offered!!

1 reply

L
LollyNino_C
December 19, 2023

Hello, Paul! I understand the challenges involved in deleting and recreating invoices and payments to transfer your sub-customers to another parent customer. Let me provide some insights on this.

 

To transfer a sub-customer to another parent account, all transactions must be under its name. If any transactions, such as payments, are associated with the parent account instead, the transfer cannot be completed because it would break the link between invoices and payments.

 

To address your concern, the only solution is to delete and recreate the payment transactions, assigning them to the sub-customer rather than the parent customer. This adjustment will enable you to transfer the sub-customer to a different parent customer successfully.

 

After transferring the sub-customers, it's important to keep track of their transactions by checking their balances. I recommend reading the Print a Customer or Vendor Register article in QuickBooks Online. This will guide you through running balance reports to help you effectively monitor the transactions.

 

If you get the same issue, I suggest reaching out to our QuickBooks Support Team. This way, they can further check on this matter and provide additional steps to get this resolved. 

 

In the future, you might want to review all the sales transactions made in QuickBooks. You can go to the Sales menu and select All Sales.

 

If you have any further questions about QuickBooks or anything else, please don't hesitate to ask. I'm here to assist you.

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