I need to figure a way to add another level after sub-customer. Like sub-sub-customer. Is there a way to do this? I need to setup; agent then unit block then each unit.

Yes. We can add another level of sub-customer, baysure-services.

After adding the parent customer which is the agent, you're good to add the sub-customer (unit block). Let me guide you how:

1. From the Sales tab, select Customers.
2. Click New customer.
3. Enter the unit block's name.
4. Tick the Is sub-customer field.
5. Select the agent's name.
6. Select Bill this customer.
7. Click Save.

Then, you can add the other level of sub-customer:

1. On the Customer information page, enter the name of each unit.
2. Tick the Is sub-customer field.
3. Select the agent's name.
4. Select Bill this customer.
5. Click Save.

Also, if you want to group multiple payments into a single record, you can check this reference: Deposit payments into the Undeposited Funds account in QuickBooks Online.

I'm just a post-away if you need help in depositing the payments. Have a good one!

Thanks Adrian!

I think that worked.  I set each unit as a sub-customer of the apartment block, but the company as the agent.  I've ticked bill with parent (the apartment block), then the apartment block is set as bill parent (agent)

Is that correct?  Or is setting it as bill this customer what I should have done?  I want all the individual units to be billed on the apartment block invoice - that the agent will pay.

Thanks for your response, baysure-services.

I'll be happy to share some details how the option works.

When you select bill with parent, it allows you to enter charges for both parent customer and sub customer. The charges will also appear on the same invoice. To learn more about the process, you can read this article: What does the bill with parent feature let you do on invoices?.

You might also find this link helpful: Add and manage customers in QuickBooks Online.

We'll be right here to help if there's anything else you need. Stay safe!