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November 1, 2022
Question

QB Desktop - billing sub-customers

  • November 1, 2022
  • 7 replies
  • 21 views

using QB Desktop 2023, how do I bill sub-customers with the parent customer?

7 replies

November 1, 2022

I'm glad to see you in this forum, James. Let me help you bill your sub-customers with the parent customer in QuickBooks Desktop (QBDT).

 

Billing the parent customers for the sub-customers charges will have you ensure that both billing information is the same. This way, the parent billing info will display even selecting the sub-customer name on the invoice.

 

To do so, please ensure that you have your sub-customer setup. You can refer to the steps below for the guidelines:

 

  1. Go to the Customers menu and select Customer Center.
  2. From the customer's list, hover your mouse over the diamond bullet under Smith - Bathroom.
  3. You'll see a four-headed arrow and drag it to the right. Do the same steps in assigning sub-customers. 
  4. The customer is already under the primary Smith customer. 

 

Once done, create an invoice for your sub-customer. This will then be billed automatically to the parent customer.

 

Afterwards, you can create a statement after billing them. In this manner, all invoices for both will show up: Create a billing statement.

 

Should you have more questions about billing your customers. Don't hesitate to post them here. I'm just a few clicks away. Have a great day!

November 1, 2022

Thanks for that reply. 
I was hoping to create one invoice for multiple sub-jobs, rather than having a separate invoice for each sub-job. 
is there any way to do that?

Level 9
November 2, 2022

Ok, I have enabled Classes, and created some Classes, but I cannot assign Time to a Class?


I've got a workaround on how to achieve your goal, Parmley_James.

 

Since you can only assign a class to these transactions:

 

  • Invoice
  • Sales receipt
  • Estimate
  • Sales order
  • Statement Charges
  • Refunds and credits
  • Check
  • Credit card charges
  • Bill
  • Purchase order
  • Paycheck

 

You can assign classes through a timesheet, tag your customer and then create an invoice.

 

For more details about class tracking, check this article: Set up and use class tracking in QuickBooks Desktop.

 

Get back to us if you need more help with the process. We're here to help.