Remittances in Confido post against a single customer. If you invoice at a more granular level — DC or banner — but only receive payment at the top-level account, you need parent-child relationships configured in your ERP.
Creating a new child customer in QuickBooks
1. Create a new customer record and name it appropriately (e.g., Kehe DC East).
2. In the Sub-customer of field, select the parent (e.g., Kehe).
3. Check Bill Parent Customer — this is critical. It ensures invoices post at the parent level rather than the child level, which is what allows Confido to see them.
4. Save the new child customer.
Migrating existing standalone customers to children
If DCs or banners are currently set up as standalone customers in your ERP (not as children), you'll need to migrate them. The process in QuickBooks is:
5. Create a new sub-customer under the correct parent (as above).
6. Go to the original standalone customer record.
7. Use Merge Contact to merge the old standalone record into the new sub-customer. This migrates all existing invoices and transaction history to the child, which now rolls up to the parent.
📌 Note: This merge is permanent. Confirm the parent-child structure is correct before merging. If you have existing open invoices on standalone customers, complete this migration before processing checks in Confido.