QBO — Is there a way to invoice a sub-customer but show the parent customer as the Bill To?
I’m hoping someone familiar with both QuickBooks Desktop and QuickBooks Online can tell me if I’m missing something.
We have customers with multiple service locations. For example:
ABC Company (parent customer)
↳ Location A (sub-customer/service location)
↳ Location B
↳ Location C
I want to create the invoice under Location A so that the invoice remains in that location’s transaction history. That way I can open Location A years from now and see all of the invoices for that specific location. Since Location A is a sub-customer, those transactions also roll up under ABC Company, which is exactly what I want.
The problem is the Bill To on the actual invoice.
If I create the invoice under Location A, QBO puts Location A in the Bill To field. What I want is:
Bill To: ABC Company
Ship To/Service Location: Location A
while still keeping the invoice itself associated with Location A.
I’ve tried the Bill parent customer setting. From what I can tell, that doesn’t change the Bill To when creating an invoice directly under the sub-customer. I also tested the delayed-charge workflow: create a delayed charge under the sub-customer, then create an invoice under the parent and pull in the charge. That works, but the location ends up with the charge in its transaction history while the actual invoice is under the parent. It also adds an extra step to every invoice.
I also tried changing the sub-customer’s billing address to the parent’s billing information while keeping the location as the shipping address, but QBO still displays the sub-customer’s name at the top of the Bill To section.
I used QuickBooks Desktop previously, and I’m used to being able to maintain the individual location/job history while billing the parent customer. I’m trying to figure out whether there’s an equivalent workflow in QBO.
Is there any way in QBO to have all three of these at once?
Invoice is associated with the sub-customer/location and appears in its invoice history.
Transaction also rolls up under the parent customer.
The printed invoice shows the parent customer as Bill To and the sub-customer/location as Ship To, without having to use delayed charges.
Or is this simply a limitation/difference in QuickBooks Online compared with Desktop?