Question

sub customers

Forum|Forum|6 years ago
July 6, 2020
3 replies
9 views

does QB 2020 desktop pro allow sub customers

QuickBooks Desktop

john-pero

Level 12

yes

N

nashtrapAuthor

where in Customer info do you make them a sub customer

R

Rejeil_O

Hi there, @nashtrap.

You can use the Add Job option to add a sub customer. When creating a sub-customer, you need to create a parent customer first. Let me walk you through the steps on how to create a parent customer. Here's how:

Create a parent account

Go to the Customers menu, then select Customer Center.
Click the New Customer & Job tab, and choose New Customer.
Enter the name of the customer.
Fill out all the necessary fields.
Click the OK button.

Add a Job

In the Customer Center, look for the customer that you want to add a sub customer.
Select the customer's name, then hit right-click.
Choose the Add Job tab.
Enter the job name.
Fill out all the information needed.
Hit OK.

Meanwhile, you can read this article in case you'll need help customizing customers report: Customize customer, job, and sales reports in QuickBooks Desktop.

If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be happier to help. Take care and have a good one.

W

whiche1295

That's adding a job, but how do you add a sub-customer?
Can you make a current existing customer a sub-customer?

J

JonpriL

Level 9

The directions given do not relate to the original question. An embarrassing response.

Let's paint that picture again:

You have a parent company that is responsible for payment of invoices sent to multiple child companies. Even though the invoices are being paid by the parent company, the child companies need to receive the invoices in the child company name. The parent company issues 1 cheque to pay invoices for 1 or more of the child companies.

The option for a sub-client is built into QBO. How do we do it in QB Desktop or is Intuit abandoning QB Desktop innovation?

Hi @GregRichardson, I'll share information about adding client and sub-client in QuickBooks Desktop.

As of the moment, there isn't an integrated way to add a sub-client using the idea of clients' list in QuickBooks Online. It's best to add them by following the steps shared by my colleague above.

While the option is not yet available, I suggest letting our product developers know about your request by sending feedback. I'll show you how.

Go to Help.
Select Send Feedback Online.
Click Product Suggestion.
Under Product Area, choose Customers & Sales.
Enter a few words describing how you wanted to have the option to add a sub-client without using the Job feature.
Select Send Feedback.
Click Close Window.

I'm adding this article with the topics you can use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop.

It'll always be my pleasure to help if you've got additional questions about client names. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

D

Dan_

You can add a Job and then a Sub Job under said Job.

Go to your Customer Center, and Select "Customers & Jobs."

From there you want to right click on the customer that you wish to create a Job for, and then select "Add Job".

If you have a customer who has subsidiaries this is helpful, because it would look something like this;

Customer: Job: SubJob = Main_Customer: Their_Subsidiaries: Job

B

brittiecent

Setting up a customer as a job leaves off the sales tax settings options in the edit customer screen. This is the sole reason I need to set up a sub-customer. To reflect different sales tax defaults. In my situation, I have one customer. They are sales tax exempt in Texas, but required to pay gross receipt tax in New Mexico. I want to set up two sub-customers to default to these options - Customer -NM and Customer -TX under the main customer.

LieraMarie_A

Level 8

Hi there, @brittiecent.

Being able to add sub-customers to set up different sales tax defaults would be helpful. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. In the meantime, you'll have to select the tax item manually when recording a sale.

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.

Go to the Help menu.
Choose Send Feedback Online and select Product Suggestion.
Click the Product Area drop-down menu and select a category.
Enter your comments or product suggestions.
Select Send Feedback.

Additionally, you can run reports to review the sales tax you've collected and owe to your tax agencies. This helps make sure everything is accurate before paying taxes.

Feel free to swing by anytime if you need more help managing your sales taxes. We'd be happy to assist you further.

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