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charley-b
January 12, 2024
Question

What is the best way to deal with a single customer with multiple projects with different shipping addresses?

  • January 12, 2024
  • 1 reply
  • 0 views
A client used to use sub-customers for their B2B clients. What a mess this created. I have transitioned them to using Projects and it is much cleaner. 

But, the Customer information uses multiple shipping address. How do you deal with this situation? 

My solution has been to remove the check mark for shipping is the same as billing, and then putting in the project address manually for each new Project.

Is there a cleaner way to do this? Thanks in advance for your time and thoughts.

1 reply

A
AnneMariee
January 12, 2024

It's great to see you here in the Community, @charley-b.

 

It sounds like you've made a transition from using sub-customers to utilizing projects to manage your customers with multiple shipping addresses. Since the option to set customers up with multiple locations is unavailable in QuickBooks Online (QBO), I encourage you to submit a feature request through the Feedback section. This way, our product development team can take note of the need for this feature and consider adding it in future updates.

 

Here's how to send feedback:

 

  1. Click the Gear icon.
  2. Select Feedback under the Profile column.
  3. Enter your product suggestions.
  4. Click Next to submit.

 

You can track feature requests here: QBO Feature Requests.

 

In the meantime, your current method of working with projects, unchecking the Same as billing address tickbox when setting up the customer profile, and manually entering the specific address for each location is a practical workaround.

 

I'll leave this article on setting up and managing projects in QBO: Create and manage projects in QuickBooks Online.

 

You can also run reports in QuickBooks to get a comprehensive overview of how your business is doing.

 

Please feel free to utilize the reply button if you have any other questions about projects and tracking customers in QuickBooks. I'm just one post away to help you out.

    J
    jennrae916
    July 17, 2024

    Does using the work around and typing in the Shipping Address allow your Sales Tax Reporting to pickup this information?

    M
    Maybelle_S
    July 17, 2024

    Seeing shipping information in the Sales Tax report is a valuable way to monitor your business, Jenrae.

     

    The workaround for unchecking the Same as the billing address option and manually entering the shipping address ensures that each project has accurate shipping details.

     

    In QuickBooks Online (QBO), sales tax calculations primarily rely on the billing address. While the shipping address is crucial for delivery and client communication, it doesn't directly impact sales tax calculations unless specified.

     

    Currently, showing the shipping address in the Sales Tax report is unavailable in QuickBooks. To maintain accurate sales tax reporting, regularly review and update the billing address for each transaction to comply with tax regulations based on billing locations.

       

    You can search for an app that helps show the shipping address in the report. To do this, go to the Apps menu in your account and browse for apps that integrate with QBO. You can also visit our QuickBooks App Store for additional reference.

     

    Let me share this article to help personalize your sales forms: Customize invoices, estimates, and receipts.

     

    We appreciate your patience as we finalize this. If you have other questions about viewing the shipping address in the report, please reply here, and I'll assist you.

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