Parent/Sub Customer QB Desktop accountant 2020

Hello @zlokey,

Sub customers in QuickBooks Desktop, both accountant or regular version, is labeled as Job. Let me walk you through the steps on how you can create a sub customer.

1. Go to Customers.
2. Select Customer Center.
3. Click New Customer & Job.
4. Select Add Job.
5. Enter the name of your new sub customer.
6. On the CUSTOMER menu, select the parent customer.
7. Click OK.

To learn more about how the sales transaction for your customers is created and organized, here's an article you can read for reference: Get started with customer transaction workflows in QuickBooks Desktop.

You can always leave a comment below if you have any other questions. Stay safe!

Is there any way to take existing Customers from older versions and edit them to be a "job" for a parent company? The upgrade notes made it sound more like the online version and as easy as adding a box to check and this is not the case from what I can see.  Thank you for any guidance you can provide.

Is there any option to take existing Customer Set-ups and merge the information to be Customer and Jobs? The upgrade notes for the 2021 version made it seem like it would be as easy as adding a checked box like in the online version and I do not see this as an option. Thank you for any guidance on this topic.

Hello there, @C_Lawrence.

Merging customers records in QuickBooks requires careful planning. After identifying the records you'll want to merge, designate one record as the final and others to be merged.

If you track jobs with customers, you'll have to merge job records before you can consolidate customer records.

We'll have to merge first the jobs before you can merge the customer. Here's how:

1. Go to the Customer menu.

2. Select Customers & Jobs.

3. Double click the final customer records, then copy the job name at the top of the window.

4. Select the customer to be merged, then change the job name.

5. Click OK, and then Yes to confirm.

I've also added this link about merge list entries in QBDT: Merge list entries in QuickBooks Desktop.

Please know that you can always get back to us if you have other questions. I'm always here to help.

Maybelle_S,

Just to clarify since I do know how to Merge, are you stating we need to create a Customer Job as a new item and then Merge the existing Customer to that "job"?

Currently we have the set up as:

Customer-main

Customer-location 1

Customer-location 2

We want:

Customer-Main (Parent)

   Customer-location 1 (Sub/Job)

   Customer- location 2 (Sub/Job)

Thank you,

Carolyn

Hi there, C_Lawrence.

I appreciate you for coming back to the thread to add additional information and to ask for clarifications.

You don't have to create a Customer Job as a new item and then Merge the existing Customer to that "job". If you want to make a sub-customer, you'll have to go to the Customer list. Then, click the main customer and drag it to another customer name so it will make as a sub. If you wish to make it a Job, you can follow the steps shared by Maybelle_S to perform the process.

You can click this article to see detailed steps on how you can merge accounts, customers, vendors: Merge list entries in QuickBooks Desktop.

Please refer to this article to see steps on how you can re-sort the list in QBDT to help your lists go back to their default order: Re-sort lists in QuickBooks Desktop.

Fill me in if you have other questions about managing your customer. I’m always here to help.