@jw11 wrote:
I have two customers set up with multiple jobs under each. The parent company (not set up as a customer) is now making one payment for both customers & jobs. How do I apply this payment to multiple customers & jobs? Is it best to merge the customers? If I set up the parent company as a new customer and merge the two existing customers into the new customer do I lose any prior year transactions? After the merge will I see the existing jobs under the new customer?
Thanks for the help
QB does not care who makes the payment
Use receive payments, select the customer, select the invoices being paid and enter the amount paid for that invoice. Do it again for a new customer if needed
the total in undeposited funds should equal the amount received
use make deposits to move the total to the bank account
download banking if you use it and match
the work flow is and has been, make entries, download banking, match
