Thanks for sharing this in the Community space, jtaylor4190. Let me guide you in managing your house accounts and see all your customer's orders and payments in QuickBooks Online (QBO).
The best way to manage this system is to set up a customer profile for each house account. You can also create it as a subaccount for your primary customer to easily track the customer's activities and transactions.
You can follow the steps below to create a customer profile:
- Go to Customers & Leads, then select Customers.
- Click the New Customer button.
- Enter the name of the customer.
- If you already have the main customer profile, enter the name and include the House Account for identification, then tick the Is a sub-customer box below the Name to print on checks.
- Fill in other necessary fields, then click Save.
After completing the setup process, you can record the transactions by creating an estimate or invoice and receiving the payments. To view all transactions made on one screen, simply go to the Transaction List page in the customer profile to track their progress and status. You can refer to the screenshot below:
Moreover, you can use the class tracking feature in QBO to categorize and sort all the house account transactions based on class and have a clear picture of your transactions while generating a report.
Keep me posted if you have other questions about managing your house accounts and other transactions in QuickBooks. I'm willing to provide you with some extra help to address and fix it. Have a great day and Happy Holidays!