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Intuit

How to add a customer or sub-customer

Not only can you add customers, but you can also add sub-customers for a more detailed look at your business.

Add customers

You can easily add customers:

  1. From the left menu, go to Sales or Invoicing, then select Customers.
  2. Select New Customer.
  3. Complete the fields in the Customer Information window.
    (Note: You can enter additional information on the Note, Tax info, Payment and billing, Additional info tabs. You can also add attachments.)
  4. Select Save.

Create sub-customers

Add sub-customers

There are many reasons, you would want to create sub-customers:

  • Track a project.
  • For teams/leagues, you can use sub-customers for the members.
  • A work around in place of job costing.
  • Homeowner Associations and Property Management Co’s use sub-customers for the individual properties.

When creating sub-customers, remember:

  • Create the parent customer first, before adding sub-customers.
  • You can have an unlimited number of sub-customers per parent, but you can only create four levels deep.

To create a sub-customer:

  1. From the left menu, go to Sales or Invoicing, then select Customers.
  2. Select New Customer.
  3. Complete the fields in the Customer Information window. Enter additional information on the Notes, Tax info, and Payment and billing tabs, if necessary.
  4. Select the checkbox Is sub customer. The Parent drop-down arrow will appear.
  5. Select the Parent customer and whether you want to have it Bill with parent or Bill this customer.
  6. Select Save.

Now you're able to add customers and sub-customers.