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We have a customer that has two sub customers, but was bought out. If I make the parent company a Sub customer of the new customer, will it turn into a tree of sub customers, or will the sub customers then turn into the new parent company's sub customers?
A customer tree can have 5 levels (including the parent) so move the customer then edit the sub customers to display the way you want
This is a great question, @glConley.
@Rustler is correct. You can add the new parent customer, and simply edit your previous top-level customer to become a sub customers below this.
So, currently, you have:
Since Parent Customer A was bought out by a new company, they will become a sub customer to your new addition. So then it’ll be:
Here’s what you would do:
You can have unlimited sub-customers, and parent accounts can have up to four levels down of sub-customers.
You can read more about managing your existing customers by checking out this article: Add and manage customers in QuickBooks Online.Please let me know how this goes. I’m here for any other questions you may have! Have a fantastic start to your week.
How many parents can a sub-customer have?
It's important to stay organized and keep track of your customer. I'm here to provide a few details about this, luislizardi.
In QuickBooks Online, you can have one parent account but can have up to four levels down of sub-customers. You can create a regular customer account for the group or organization. Then, add each member or account as a sub-customer. Let me guide you how:
On the other hand, you can record transactions in two ways. You can either create a sales receipt or an invoice. To know more about this, I've added this article for more details: Record Invoice Payments In QuickBooks Online.
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