Adding sub customer to Customer: Why does quickbooks online put sub customer name at top of billing address field

Let me welcome you first to the Community, Greenfxllc.

When adding a sub-customer, QBO allows you to mark it as Bill with parent or Bill this customer. The first one allocates the transaction to the main client and not on the address.

By the time you create a transaction, both clients' names will show on the same invoice. Meanwhile, the Bill this customer feature only assigns the transaction created for the specific sub-customer.

You can consider using the Projects feature to efficiently track jobs in QBO. Let’s select the Advanced menu to activate it.

Here’s how:

1. Go to the Gear icon at the top and choose Account and Settings to access the Advanced tab.
2. From there, click the Pencil icon for Projects and then mark the box for Organize all job-related activity in one place.
3. Hit the Save and Done button.
   

Then, create the first project. Here’s how:

1. Navigate to the Projects menu on the left panel and click the drop-down for New project to add one.
2. These actions will open the New Project window.
3. Next, enter a description in the Project name field and then assign the task by clicking the drop-down for Customer.
4. Press the Save button to record it.

For additional information, check out the Setup and use the Projects feature article. It provides an overview of how to add a job to the invoices and estimates.

I want to make sure this is taken care of for you. Leave a comment below if you have additional questions about QBO. I'll be right here to assist further. Have a good one. 

It is three years after the original post and I have the same problem, so I guess it has not been resolved (that projects response does not address the problem). We are asking for the correct name in the billing box. It currently is the sub-customer full name with the billing address but needs to be the parent company full name. Is there a way to do this? Otherwise, the invoice is being sent addressed to the wrong person.

Hello @acropley,

Thank you for reaching out about the feature you need in QuickBooks Online. I'm here to help you show the correct information under the Billing address details.

I agree it would be great to show the parent company's full name from the Billing section. Currently, the basis in the Online version is the full name entered from the profile.

As a workaround, I recommend changing the information the same as the parent name under the sub-customer. You can change the display name to identify them easily.

Check out these screenshots for your visual reference:

I know how beneficial being able to navigate the program like how the Desktop version works. Please know our product engineers provide updates regularly to improve the features and options, including the navigation.

For now, I highly recommend sending feedback about this behavior to our engineers. We also make changes and adjustments based on user feedback.

Here's how:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback under Profile.
3. Share your feedback.
4. Hit Next to submit.

Sometimes, there's information you want to include when entering sales forms. I've attached an article you can use to learn how to include custom fields and other customizations in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Drop me a comment below if you have any other questions about managing customers in QBO. I'll be happy to help you some more.