How Do I Create Customer Groups In QB Online?

Hi. Thanks for your reply.

Do I select "Bill this customer" or "Bill with parent"?

I'm thinking it's "Bill this customer" but I want to make sure.

Does the article you have sent cover the scenario whereby I want reporting on specific customer groups? e.g. Receipts & Payments?

Do you know when Quickbooks Online UK will get a proper customer grouping feature?

Hello -AventadoR, if you want to bill the customer rather than the group 'sales team then ye you would select bill this customer. Regarding a customer grouping feature, we're not aware of any coming changes but we do update all new features here

Thanks Emma.

Does the workaround of creating a parent group and having sub-customers within this have any repercussions? E.g. Financial or reporting irregularities?

If a customer wants a statement, will there be any issues or will the statement output as if they were a non-grouped customer?

When I receive a payment, can I allocate this to a customer's invoice as per normal or will the whole parent/sub-group thing be an issue?

It is frustrating having to use workarounds for all of QuickBooks products (QB Commerce & Accountants)

You've come to the right place to get the answers you're looking for, @-AventadoR.

I assure you that creating a parent group and sub-customers doesn't have any repercussions. To create an individual statement for each customer, make sure to select "Bill this customer" when setting up the customer's info. With regards to receiving payment, you can definitely allocate this to your customer's invoice.

Additionally, this set-up would allow you to do a detailed tracking of your transactions. I'll show you how it looks like when running a report:

Running the Transaction List by Customer report will help you show all your customer's transactions in a specific period. Here's how:

1. Navigate to the Reports menu.
2. In the Find report by name field, type in "Transaction List by Customer," and press Enter.
3. Modify the reporting period and click Run Report.
4. You can also filter the list of customers you want to show in the report. Just click the Customize button.
5. Under the Filter section, click the Customer drop-down list and select the customers' names by clicking the checkbox beside it.
6. Click Run report.

You might want to check out our guide on managing customers for additional information. This page includes steps on how to delete, merge, and inactive customers. You can also use the Add/Edit Multiple List Entries feature. This is QuickBooks' way to add customer’s information in bulk. You can copy the details from Excel and paste them into QuickBooks.

Keep me posted if you have any other concerns about creating sub-customers in QuickBooks Online. I'm always here to help. Have a great day!

Hi, there are actually possible repercussions to this - for example, if you have quickbooks linked up to an inventory management system like unleashed, the customers cannot be within a parent group as they need to sync as individual customers back to the other app. why can't the grouping of customers just be updated on the UK app - makes no sense.

This is not solved. 

Why is the UK version short of numerous important features from Quickbooks Online Advanced compared to US. Are we in the UK not important to you guys? I know we are commercially a smaller territory to you. But our problems are just the same.

How about 

Providing the Price Rules (no a simple discount is not acceptable to my business.)

In Spreadsheet Sync, why does the UK version not have the option to Manage Budgets?

There are many shortcomings throughout QBO Advanced.

It really is time that Intuit starts to treat UK with some seriousness if it wants to keep its customers. Business is tough without having to take on the supplier of your finance software as well.

Are you really on the customer's side outside of US? Maybe start to prove it.

We hear you, Keith. We understand that there are features that you want to have in QuickBooks Online (QBO) to perform your daily financial tracking better. 

With that in mind, we recommend submitting direct feedback to our product engineers. They can review your feature requests like providing the price rules and the option Manage Budget in spreadsheet sync. It might be that they will add these features to future product updates in your region. 

To submit feedback, you can follow the steps below:

1. Click the Gear icon.
2. From the Profile column, select Feedback.
3. Type in your feature requests. Then select Next to submit.

We'll also share this link where you can look for helpful articles for managing your QBO account: QuickBooks Online Help Articles. 

For additional questions, never hesitate to reply to this post. We'll reply as soon as possible. Keeps safe.