Create Sub-customers for Multiple Contacts at a Customer?

Thanks. I've gone ahead and made the different contacts sub-customers to the main customer.

We also have customers who pay in multiple currencies, depending on the project. It looks like I need to create a different parent company for each currency - eg: "CustomerABC (USD)" and "CustomerABC (GBP)".

And if a sub-customer belongs to each of those parent customers, I am I right that I would need to create multiple records for them as well - eg, "Sub-CustomerABC-1 (USD)" and "Sub-CustomerABC-1 (GBP)" and"Sub-CustomerABC-2 (USD)" and "Sub-CustomerABC-2 (GBP)". Seems. like a lot of duplication!

To answer your question, yes, we are using  Projects. I'm trying to get them set up now. 

I appreciate your effort in setting up sub-customers for the main customer, @NicoLtd. I've got clarification about this process to avoid duplication.

Since your customers pay using multiple currencies, you'll need to enable the multicurrency feature. This will help you facilitate the movement of the funds from one currency to another. This way, we can ensure that the conversion recorded is accurate.

You're also right about setting up a different main customer for every currency. In instances where a sub-customer belongs to each of those parent customers, you can set up their profile with a unique character or symbol. Through this, it'll be easy for you to identify which one belongs to a certain customer or currency.

To verify, you can use Sub-Customer ABC-1 (USD) and Sub-Customer ABC-1 (GBP) or Sub-Customer ABC-2 (USD) and Sub-Customer ABC-2 (GBP). They won't be clones of one another, as they have something special about their names. Rest assured that you can save it without any error.

See this article to learn more about adding, editing, deleting, or merging customers in the program: Add and manage customers in QuickBooks Online.

I've included these resources that will guide you through using the multicurrency feature and troubleshooting if you encounter an error when adding customers:

• How to add a foreign currency account
• Fix the error "Another customer, supplier, or employee is already using this name"

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. Take care always.

All these questions and issues  because QBO does not have a seperate contacts file like in QB desktop.  Please enhance QBO to have a separate contacts file that can be used to add multiple contacts to Customers, Vendors and projects.  I have customers that have upto 20 contacts per customer all assigned to one or more different projects or jobs.  Would be nice to be able to select the email of the project manager for a particular project from a drop down list of contacts assigned to the project object.   Not sure why QBO doesn't have this.  Seems kind of simple.

We're always looking for ways to make your experience with QuickBooks more convenient, stratis.

I also acknowledge your preference for the ability to include multiple contacts for Customers. While this option is currently unavailable, I would appreciate it if you share your feedback with our product engineers. Your suggestions help us build features that benefit you and all our other users.

Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. Then select Next to submit feedback.

The company listens to its customer base, which is why many of the program's current features were suggestions from QuickBooks users. The company also wants to hear from you, so check out its website to vote on future ideas. To access the page, visit this link: Customer Feedback for QuickBooks.

At this point, I would recommend continuing the workaround you have mentioned.

Additionally, visit these articles below on how to change a name type and manage customer information in QuickBooks:

• How to Add, Edit, and Manage Your Customers List
• Add and manage customers in QuickBooks Online.

Please notify me if you have more questions about handling your customer's data. It's my pleasure to help you. Take care.

This is a terrible workflow and needs to be updated to at least 1995 standards; 1 customer, multiple contacts, multiple currencies.