Can I create 3 levels of clients and invoice at any level? For example, a client may be divided into departments at the second level and teams at the third.

Good day, jeff-harris.

To clarify, are you trying to group clients to different segments? If so, you can follow these steps:

1. Go to Sales > Clients.
2. Click the Client types button beside the New client button.
3. Select New client type and enter the donor type.
4. Hit Save.

Here's a sample screenshot for a visual reference:

Once done, you can add the client type by following these steps:

1. Go back to the Clients page and select the client's name.
2. Click the Edit button.
3. In the Client Information window, go to the Additional Info tab.
4. Set the client type from the drop-down list.
5. Hit Save.

I've got this sample screenshot:

To learn about about the client types, you can read this article: Set up and assign customer types in QuickBooks Online.

If you're planning to create sub-clients, the steps are included here: Add and manage customers in QuickBooks Online.

Please let me know if you're referring to something else. I'll be around to help you out some more. Stay safe!

Thanks for the great explanation.  To further clarify I need to invoice a grouping of sub-clients.  In other words, projects completed for a given client.  Will this allow me to invoice by type?  Otherwise, I was recently told that perhaps I should be using the projects feature, which was not turned on in my account.  I have now turned it on.  What make the most sense to you.  Using types might save me moving time entries from subclients to projects.

You’re most welcome, @jeff-harris.

As long as you’ve set up sub customer or customer type in QuickBooks Online, you can create an invoice anytime. Just make sure you add them to the customer’s information. This way, the program can track individuals who are part of a group.

You can read these resources to learn how to manage customers or clients in QuickBooks:

• Add and manage customers
• Set up and assign customer types

If you have additional questions, please don't hesitate to leave a message in the comment section. We're here to help. Take care and have a good one!