Associate a Customers to a Company?

Good morning, @JayBlake.

I'd like to hear more about your business and your goals with finding all customers for a certain company.  This will help me refine the answer more specific to your company's needs.

With that being said, yes, creating a sub-customer is definitely an option.  You can also see customer companies at a glance on the Customer List. Here's how:

• Open Customer List.
• At the top of the list, click Company to sort by company.
• OR Search for a company name to view all customers for that company.

I'm looking forward to hearing back from you so we can get the best possible solution to what you're trying to accomplish. Take care!

Thank you for the info @Jessica_young !

In order to distinguish between an individual or organization I was thinking of also creating a custom field for "Company" or "Customer".

Is there a way to show the company name in a column and the customer name in a column?

Its strange that QuickBooks doesn't associate a company to customers and have company information seprate?

Hello there, JayBlake.

Thank you for letting us on how you want to set up your customers and employee. This will guide us on how to add them in QuickBooks Online (QBO).

Let’s enter the customers in your company to create their profiles. Then set your company as a location and the employee as a sub-location. This will help you easily track the information in QuickBooks.

We’ll have to turn on the Location tracking first in your company. I’ll guide you on how to turn on this feature.

To activate:

1. Go to the Gear icon at the top to select Account and settings under Your Company.
2. Navigate to the Advanced tab on the left panel and tap the Pencil icon for Categories.
3. Move the slider for Track locations on the right and choose the correct Location label from the drop-down.
4. Click Save and Done.

Next, enter the company as a location. After setting it up, follow the steps below to create a sub-location.

1. Press the Gear icon at the top and select All lists to open the Lists page.
2. From there, click the Locations link to see more details.
3. Click the New button in the upper right to open the Location Information window.
4. Key in the employee’s information in the Name field box and tick the box for Is sub-location.
5. Pick the parent location from the drop-down.
6. Click on Save to keep the changes.

For future reference, this article will guide you in categorizing data from different locations, offices, regions, outlets, or departments of the same company. It includes instructions on how to add a location: Set up and use location tracking.

If you wish to view how each location is doing, you can run some reports in QBO. Here’s an article that lists all statements available in your subscription: Reports included in your QuickBooks Online subscription. You’ll also find location reports from there.

Feel free to post a comment below if you have additional questions on how to set up your customers and employee in QBO. I’ll get back to assist further. Wishing your business continued success.

Hi @Rasa-LilaM ,

Thank you for the info...I meant for our customer to have their own company.

For example if we have 5,000 customers from one company, I'd like to have information about that one company that they all fall under. We have around 4,000 companies that our customer work under.

That works, but it would be nice to have a designated form for customer companies.