cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
jamesalot
Level 1

which quick books have access to sub customers.

I have seen this asked a couple times with no actual answer. Which quickbooks has access to the ability to make a sub customer, not a job and not a project but actual sub customer. If you could please answer in a form similar to this.

quickbooks plus desktop   2021 and older           NO

quickbooks plus desktop   2022 and newer         YES
quickbooks preimer desktop 2021 and older       YES

quickbooks preimer desktop 2021 and new         YES
All quickbooks online applications                        YES

I do not know which ones have it, this was just an example of what I am hoping will be posted to answer the question, i am looking upgrade for the ability to use sub customers because jobs does not cut it.

 

 

5 Comments 5
Carneil_C
QuickBooks Team

which quick books have access to sub customers.

Hello, @jamesalot

 

I'm here to help and address your concern right away about creating a sub-customer.

 

Yes, this process is available in both QuickBooks Desktop and QuickBooks Online either new or old versions. However, adding a sub-customer is equivalent to Job costing in QBDT. 

 

Here’s the answer to your concern by following your format: 

 

For QuickBooks Plus desktop   2021 and older - YES

For QuickBooks plus desktop   2022 and newer - YES
For QuickBooks premier desktop 2021 and older - YES

For QuickBooks premier desktop 2021 and new - YES
All QuickBooks online applications - YES

 

Regardless of the product, we need to add a parent customer first before adding sub-customers. This way, you can keep track of each income, expense, and balance for your company and each department. 

 

For QBDT versions, here’s how: 

 

  1. In the Customer center, highlight the name of the Parent Customer.
  2. Click Add New Customer then Select Add Job.
  3. Type in the sub customers information.
  4. Click Ok when done.

 

For QuickBooks Online versions, you can follow this article for the step-by-step process guide:  Add and manage customers in QuickBooks Online

 

Furthermore, I’m adding these great resources that you can select for the QuickBooks product you currently have that can help you track your sales and expenses using predefined customer, job, and sales reports in QBDT. Also, add billable time to your sub-customers when creating invoices in QBO:

 

 

I’m always ready to assist you if you have any other questions or concerns about managing your customer profiles. Tag me in your reply and I’ll sprint back into action. Have a good one, and keep safe.

jamesalot
Level 1

which quick books have access to sub customers.

Wow, from reading the other post about this subject, I knew this was going to be the answer. It is not equivalent. Other wise I would not be looking to change quickbooks to get the sub customer option. I can not do with jobs what I've seen can be done with sub customers. People have even said many times in these forums they don't work the same and that sub customer option is superior 

Cynthia856
Level 1

which quick books have access to sub customers.

Select the Is sub-customer checkbox. Enter the sub-customer's info. In the Enter Parent customer ▼dropdown, select the parent account. Tip: Select Bill with parent if you want to bill the customer with the parent, or select Bill this customer if you want to bill sub-customer individually.

Cynthia856
Level 1

which quick books have access to sub customers.

Select the Is sub-customer checkbox. Enter the sub-customer's info. In the Enter Parent customer ▼dropdown, select the parent account. Tip: Select Bill with parent if you want to bill the customer with the parent, or select Bill this customer if you want to bill sub-customer individually.  GoMedicare Benefits Help Centre

Cynthia856
Level 1

which quick books have access to sub customers.

Select the Is sub-customer checkbox. Enter the sub-customer's info. In the Enter Parent customer ▼dropdown, select the parent account. Tip: Select Bill with parent if you want to bill the customer with the parent, or select Bill this customer if you want to bill sub-customer individually. GoMedicare Benefits Help Centre

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us