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Established Member

Sub Customer

I’ll Hello. I have a list of about 10 customers that I need to edit so I can have them listed as a sub customers. If I create a whole new set of sub customers the invoices won’t line up right. Is this possible?

3 Comments
QuickBooks Team

Re: Sub Customer

Hi there, @BLSafe.

 

It's good to have you here in the Community. I'd like to help share some information about creating a sub-customer in QuickBooks Online. 

 

Yes, you are correct. If you're going to create a whole new sub-customers the previous transactions that you've created will not sync to the new one. In your, case I'd suggest continuing editing the customer's details to keep your invoices intact. 

 

Here are some great articles that you can check out about dealing with customers and sub-customers in QuickBooks Online for your future reference:

This should get you moving today, @BLSafe.

 

Please reach back out to me if you have any other questions with creating new sub-customers in QuickBooks Online or anything about QuickBooks. Helping you will always be my pleasure. Thanks for dropping by and wishing you all the best in everything that you do. 

Established Member

Re: Sub Customer

To clarify I cannot edit current customers to change them to sub customers. Is this normal or is it because I use tablet or phone programs?

QuickBooks Team

Re: Sub Customer

Thanks for getting back to us, BLSafe.

 

For now, editing your current customers and making them as sub-customers are unavailable using the mobile app. You can check this article to see the comparison between the mobile app features.

 

To edit your customers, you can use the regular browser on your tablet and follow these steps:

  1. Go to https://qbo.intuit.com/.
  2. Log in tor your account, and then click the Sales on the left panel.
  3. Click the Customers tab, and click the customer's name.
  4. Click the Edit button.
  5. From the Customer Information pop-up window, put a check mark on the Is Sub-Customer box.
  6. Choose the parent customer from the drop-down list.
  7. Select either to Bill with parent or Bill this customer.
  8. Click Save.

I've added some screenshots outlining the steps above.

 

You can also check the articles provided by BettyJaneB for future references.

 

Should you have other QuickBooks concerns, feel free to visit the Community. Thanks.