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ghayward21
February 17, 2020
Solved

Managing multiple addresses for one customer

  • February 17, 2020
  • 3 replies
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I have one customer with over 100 sites.  As a contractor we visit these sites many times a year, so I have set each site up as a sub-customer of the main customer.  This way I can easily select the relevant site when raising an estimate or invoice.  When I set the sub-customer up I have to set a Company name and Display Name as, which has to be different from the Parent Customer.  The problem I have is that the Billing Address Company Name is then changed to the Sub-Customer's name, while keeping the Parent Company billing address.  Surely this is going against the whole point in billing with the parent company?  Is there any way I can stop this from happening?

    Best answer by GeorgiaC

    Hi PGVicky, currently it's only possible to have one shipping address per customer, and the workaround would be to create the sub-customer accounts for each of the different shipping locations. Please note when creating the transaction, the customer field will appear as 'parent company:sub company' however only the sub-company name and shipping address will show on the invoice to the customer. 🙇‍♀️

    3 replies

    JasroV
    JasroV
    February 17, 2020

    Hi there, @ghayward21.

     

    You'll want to use the same company name and billing address of your parent customer to your sub customer. Then, enter the sub customer address to the Shipping address field. 

     

    Also, ensure to uncheck the Same as billing address in your sub-customer profile. That way, you'll keep the parent customer billing address while still showing the sub customer address in your invoice. 


    Here's an article you can read to learn more about managing your customer in QuickBooks Online (QBO): Manage your customer list.

     

    I also got you this article that can guide you in entering a delayed credit in your QBO account: Enter and apply credit notes and delayed credits in QuickBooks Online.

     

    You can always contact us anytime whenever you need help or assistance with your QBO account. We're always here to help. Take care!

    G
    ghayward21Author
    February 18, 2020

    Thanks for the reply.  Unfortunately, when I create the sub-customer using the same name as the Parent Company I get an error message saying that another customer is already using this name?

    MaryLandT
    MaryLandT
    February 18, 2020

    Hi there, ghayward21,

     

    Let me clear things out about creating sub-customers in QuickBooks Online (QBO).

     

    You'll get this error when you have more than two duplicate names under the parent customer. The easiest way to fix this is to use a unique display name even though this sub-customer has the same company name. Please see the attached screenshots below for your visual reference.

     

    Learn more about adding sub-customers in QBO through this article: Manage your customer list. It includes detailed steps and instructions for more details.

     

    Should you need anything else, please let me know. I always have your back. Thank you and take care always!

     

    Best regards,

     

    Mary Land

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      PGVicky
      October 4, 2021

      Hello,

       

      Is there a solution to this? I do not want the parent company name to show on the shipping address. 

      G
      GeorgiaCAnswer
      October 4, 2021

      Hi PGVicky, currently it's only possible to have one shipping address per customer, and the workaround would be to create the sub-customer accounts for each of the different shipping locations. Please note when creating the transaction, the customer field will appear as 'parent company:sub company' however only the sub-company name and shipping address will show on the invoice to the customer. 🙇‍♀️

      P
      PGVicky
      October 4, 2021
      @GeorgiaC wrote:

      Hi PGVicky, currently it's only possible to have one shipping address per customer, and the workaround would be to create the sub-customer accounts for each of the different shipping locations. Please note when creating the transaction, the customer field will appear as 'parent company:sub company' however only the sub-company name and shipping address will show on the invoice to the customer. 🙇‍♀️

       

      Sorry, I don't quite understand. Is it possible for the invoice to have the parent company name and address as the billing address and the sub-company name and address as the shipping address? 

       

      I have several clients who each have 20 or more sites that we service. I need the invoice address to be the actual company with each individual site being the shipping address so they can see where the works was carried out. 

       

      N
      ncapaldi
      March 15, 2024

      It is now 2024 and we are no closer to having the ability to add multiple Ship-to addresses without the terrible "Sub-Customer" workaround? In what world does every company only have ONE address associated with them? 

      A
      Ashleigh1
      March 15, 2024

      Hello Ncapaldi, thanks for posting on this thread and we totally appreciate what you are saying and we have passed this on as feedback to the relevant team. 

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