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migoga
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BettyJane from QB says: "If the sub-customers transactions are associated with the parent customer through the Bill with parent option, the ability to move the customer to another sub-customer isn't available. You can only move them if the customer and sub-customer has individual entries in the system."

 

BUT, like the person who started this thread, we have ALWAYS been able to change the parent of a customer, using the Bill with parent option.  This has never been a problem.  Now QB won't let us do it.  The error message goes like this: "You cannot change who this patient bills with because there are invoices for the parent that include charges for this patient, or there are payments from the parent that pay off invoices for this patient. Delete all payments or invoices to this patient's parent which link to this patient."

 

This is utterly preposterous.  It would take literally years of work and create untold confusion.  THIS CANNOT BE THE SOLUTION.  A lengthy call to QB was unhelpful; the rep told me that if I didn't want to delete invoices and payments, I'd just have to create a new record for the customer and just change the name slightly (in effect, creating a Jane Doe and a Jane Doe 1, or the like)--which ALSO causes untold confusion and is preposterous!

 

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