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Established Member

Parent customers quick select?

I have 3,000 customers that need to be moved under a parent company. Is there a faster way to move them, or will each one need to be moved individually? 

1 Comment

Re: Parent customers quick select?

It's good to see you here, Stephanie15.


Let me share some insights about moving customers in QuickBooks Online (QBO).


Right now, the option to move multiple clients from a sub-customer to a parent customer is unavailable in QBO. You'll have to open each one and mark the checkbox to move it.


If you're referring to move customers to another parent company or account, QBO allows you to export customer list and import them at once.


To do so, please follow these steps:

  1. Go to Reports.
  2. Enter Customer Contact List in the search field.
  3. Click on the Export drop down and select Export to Excel.

Then, here's how to import the customer list:

  1. Go to your parent account.
  2. Click on the Gear icon and choose Import Data.
  3. Select Customers.
  4. Click on Browse.
  5. Choose the file you just exported and click on Open.
  6. Click on Next and follow the on-screen instructions.

As a reference, you can also check out these article for further guidance:

That should do it. This information will address your concern about moving customer in QBO.


Let me know if you have further questions. I'm always here to answer them. Have a good one.