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mharte
Level 1

how to create a sub-customer

 
1 Comment 1
KiazzymaeC
QuickBooks Team

how to create a sub-customer

To create a sub-customer, you'll start by selecting a Parent customer to associate it with, Mharte.

 

Here's how: 

 

  1. Navigate to the Sales menu, then click Customers.
  2. Select the New Customer button.
  3. In the Customer Information window, fill out the necessary information.
  4. Check the Is a sub-customer box.
  5. Choose a Parent customer from the dropdown.
  6. Click Save to complete the process.

 

For detailed instructions, you can check out this article: Add new customers in QuickBooks Online.

 

Additionally, you can create invoices to efficiently track sales and manage payments from your customers.

 

Lastly, you may want to consider our QuickBooks Live Expert Assisted service to help manage your books and finances more effectively. 

 

If you have any more questions or need further assistance, feel free to reply to this post. The Community is here to support you!

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