Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?

QuickBooks Q&A

QuickBooks Q&A

10000+ Topics
H
hydrojinx
 Manage Your Account for
W
windowaide
 Manage Customers and income
A
ASH-Finance
 Reports
H
HOUDE-ADEHOUMI
 Manage Suppliers and Expenses for
A
AbdurRafay-Farooqui
 Getting Started for
B
Basil-Fawwad
 Manage Customers and income
M
Mones-Abdel-All
 Manage Your Account for
E
ERIC KINYUA MBUI
 Reports
Subject: Feature Request: Enable Class/Location Tracking for Customer Payments to Prevent Artificial Report Overpayments

Dear QuickBooks Product Development Team, I am writing to submit a feature request regarding how QuickBooks handles customer payments (specifically single checks or lump-sum payments) that cover multiple invoices with different Classes or Locations. The Problem Currently, when a customer sends a single payment (e.g., one check) to clear multiple invoices spanning different Classes or Locations, QuickBooks lumps the total payment amount together. When we generate class-based or location-based reports, this processing method creates a major reporting error: it shows an artificial overpayment in one sector, while other sectors do not accurately reflect that their specific invoices were cleared by that payment. Because the payment itself cannot be easily split by Class or Location at the time of receipt, it distorts our location-specific financial reporting and aging summaries. Our Suggested Solutions To fix this and ensure reporting accuracy for businesses managing multi-location oper

91
C
G
GENIALCARE--DENTAL-SUITE
 Banking
D
delicabcafe97New Member
 Banking
S
sajid-RDP
 Getting Started for
Z
zakikhaliqyar84
 Reports
A
andrew161
 Manage Customers and income
A
AHMED-SHOKRY
 Manage Customers and income
S
SB-CI
 Manage Your Account for
C
Comfab
 Manage Suppliers and Expenses for
A
Ahmed-Mansour
 Manage Customers and income
D
Djenabou-Diallo
 Banking
K
Katrina-Prier
 Getting Started for
B
bonnieanglin
 Reports
R
Rebecca Tangre
 Reports
J
jodi36
 Manage Your Account for
J
Jezza-Bathan
 Manage Customers and income
T
Tal-Corvera
 Manage Your Account for
K
kww628
 Other Questions
Show more activity
Start a discussion
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement