I'll share insights on how a job works in QBO, terrywag86.
In QuickBooks Online, you can create projects or sub-customers. This is useful if you want to track individual customers who are also part of a group or a large organization. While there's no limit on sub-customers, but parent accounts can only have sub-customers up to four levels.
To add a sub-customer, follow the steps below:
- Go to Sales, then select Customers.
- Select New customer.
- Enter the sub-customer’s name and contact info.
- Select the Is a sub-customer checkbox. This action will display a parent customer dropdown menu.
- In the Parent customer ▼dropdown, select the parent account.
- Select the Bill parent checkbox if you want to bill the sub-customer with the parent customer. Leave this unchecked if you want to bill the sub-customer themselves.
- Review each section and enter any info you need for the sub-customer.
- Click Save.
For more information about adding, editing, deleting, or merging customers in QuickBooks Online, see this article: Add and manage customers in QuickBooks Online.
Also, with the Projects feature enabled, you can add multiple projects under a single customer. All you have to do is simply create a new project, and then map it to a specific customer profile.
Go to the Projects page, then click the Start a new project or the New project button. If you haven't done it yet, you can also convert those sub-customers to projects . Go to the Sales tab then select Customers. For more detailed information when changing sub-customers into projects: Convert sub-customer to project.
Additionally, I'll be sharing these links that will guide you in pulling up reports that include customer transactions and projects:
If you have follow-up questions while setting up your customers and processing their transactions, let me know by leaving a comment below. I'm here to help.