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Buy nowIs there any rhyme or reason to the order that sub-customers show up under the parent customer? The only way that I've found to get a list of all of the subjobs (I think!) under the main customer without having to scroll through the 116 pages of customers in the main customer list is to search for the customer name, click on it, then search for the name again in the different-looking customer list that pops up after my first search. (That's a whole other issue itself. Why in the world is it that hard to get a list of subjobs?!?)
But, when I do that, the subjobs seem to show up in alphabetical order until I scroll down far enough to get to the end of the alphabet, then it starts over again. In the customer I was just working with that has 100-ish subjobs, it had five separate sections that were in alphabetical order. That makes it really hard to scroll through to find a specific subjob when you can't know that you have scrolled down to that part of the alphabet.
In addition, if I search for that customer in the main customer list and hit enter, it just comes up with a list that includes 57 of the 100-ish subjobs, which is also extremely not helpful.
And final question, how can I be assured that all the subjobs are showing up, when the two ways I am able to search come up with different results?
I understand the importance of having an efficient and organized way to access all your sub-customers, Sarah. Please know that I’m here to assist and provide the best possible solutions for you.
QuickBooks Online (QBO) is currently rolling out a new beta feature that may help streamline your experience. You may already have access to this feature on the Customers page in your QBO. To check, navigate to the Customers page and look for the highlighted Check out the new view with filters option located at the top of the screen. This feature allows you to easily apply filters, streamlining the process of accessing your sub-customers.
I've included a screenshot for your reference:
In this updated Customers page view, you can search for all sub-customers linked to the parent, allowing them to appear on a single screen. You can also customize the number of rows displayed, with up to 300 rows per page to accommodate large customer lists. Please refer to the illustrations below for further clarity.
Since this new feature is currently in beta testing, it’s being rolled out in stages across accounts. If the option isn’t visible on your end yet, rest assured, it will likely be available soon. You can check periodically for updates.
If you'd like to prioritize this feature or share feedback about the rollout, I encourage you to submit your thoughts directly to our Product Development team. Your insights are invaluable to us and help shape future improvements.
As a workaround, I suggest running the Customer Contact List report to access and confirm the complete list of sub-customers under a given parent customer. You can customize this report further or export it to Excel for easier sorting.
I’ll ensure this conversation remains open for any future updates and discussions.
Hi, Sarah.
Just checking in to see if the solution we shared worked for you.
Please let us know if everything is now working as expected or if you're still experiencing any problems.
We'll be glad to help if you need further assistance.
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