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molleeanne
Level 1

Sub-Customer: Address

In our company, we have multiple jobs for one customer. We like to break out each job into its own sub-customer file so we can keep track of all costs for that job in one sub-customer file. However, all of these files would be under the same "parent customer". I was wondering if there is any way to auto-sync the parent customer address/phone number/email address/etc with the sub-customer files. Since this information would be the same. I am worried that if the customer's address/phone number/email address changes, we will have to go back and change it for all of the multiple sub-customer files. Instead, it would be easier if we could change it on the parent customer file and it would automatically change on all the sub-customer files. Does anybody know if this can be done? 

 

1 Comment 1
ShyMae
QuickBooks Team

Sub-Customer: Address

Welcome to the QuickBooks Community, @molleeanne.
 

I can see the benefit of updating your sub-customers' addresses seamlessly. However, syncing the parent customer and sub-customer details isn't available in QuickBooks Online (QBO) as of now.
 

To help improve your experience with QBO and get this feature considered, I suggest sending feedback to our Product Development Team.
 

Here's how to send feedback:
 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your comments or product suggestions.
  3. Select Next to submit.
     

Check out this article to help you manage your customer's details in QBO: Add and manage customers in QuickBooks Online.
 

Feel free to come back here in the Community at any time you need help. We'll be happy to assist. Keep safe!

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