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February 9, 2021
Question

Why use Customer sub-account?

  • February 9, 2021
  • 10 replies
  • 157 views

Hi

Can someone explain why I should use customer parent/sub-accounts and in particular when I should chose 'bill with parent' or not. 

 

Don't tell me how to set them up. I know how to do that.

10 replies

QuickBooks Team
February 9, 2021

Thanks for checking in with us, howardjennings.

 

If you are referring to setting up a sub-customer of main customers (also known as parent accounts), we use it to track individuals who are part of a group or specific accounts for a larger organization. First, create a regular customer account for the group or organization. Then add each member or account as a sub-customer. Let me show you how: 

  1. Go to the Sales menu.
  2. Select the Customers tab
  3. Tick New Customer.
  4. Choose the Is sub-customer checkbox.
  5. Enter the sub-customer’s info.
  6. In the Parent▼dropdown, select the parent account. Tip: Select Bill with parent or Bill this customer if you want to bill sub-customers individually or as part of the group.
  7. Press Save.

Parent accounts can have up to four levels down of sub-customers. To learn more about this one, see the Add and manage customers in QuickBooks Online article. If you are referring to creating subaccounts, we use it to break down your expenses, income, and more into greater detail. Where in you can divide your utilities account into subaccounts to track different types of utility payments, like gas, telephone, water, and so on. See Create subaccounts in your chart of accounts in QuickBooks Online article for more details. 

 

Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Have a great day ahead. 

February 9, 2021

Hi I'm talking about CUSTOMERS. I know how to set them up.

 

Please explain why/when I should use 'bill with parent' and what that actually does.

 

 

 

QuickBooks Team
February 9, 2021

Thanks for keeping us posted and providing more details of your concern, howardjennings.

 

When you set up the sub-customer profile, you will have two options; Bill with parent or Bill this customer.

 

If you select Bill with parent, this means that the balances and the transactions of the sub-customer will be added to the parent customer profile. You can also use this link for reference: What does the bill with parent feature let you do on invoices?

 

Meanwhile, the transactions and the balances will not affect the parent customer profile if you select Bill this customer.

 

If you need additional help with setting up the profiles, please let us know. We'll be right here to further assist you.

 

February 9, 2021

We use it for customers with multiple locations so it's easy to find certain invoices for a certain location but because it's billed with parent the Client receives 1 statement with the total for all invoices.