How do I like a sub-customer to a customer? I have done it in the past, but it is not allowing me to do it now. Thank you!

Hello there, employmentconsul.

I'm here to guide you in managing your sub-customers in QuickBooks Online.

Before we begin, could you please confirm whether you'd like to convert a sub-customer into a parent customer in QuickBooks?

If that's the case, you can easily achieve this in just a few steps. Like this:

1. Go to the Sales menu, then choose the Customers tab.
2. Select and open the sub-customer's profile.
3. Click on Edit.
4. In the customer's detail window, uncheck the Is a sub-customer option.
5. Once done, hit Save.

On the other hand, if you need to change the parent account associated with the sub-customer, follow these steps:

1. Go to the Sales menu, then choose the Customers tab.
2. Open the sub-customer's profile.
3. Click on Edit.
4. In the customer details, select the parent customer in the Parent customer dropdown.
5. Then, tick the Bill parent checkbox if you want to bill the sub-customer with the parent customer.
6. Once you're finished, hit Save.

I'm also providing you with additional resources for more information on managing your customers and sub-customers:

• Add and manage customers in QuickBooks Online
• Change sub-customers into projects QuickBooks Online

Please let me know if you mean something else or if you need assistance with something else related to customers, please feel free to ask. Have a wonderful day!

Hi there, employmentconsul. 

We in the Community are extremely happy that you were able to resolve the issue when doing it on your phone.

If you need tips and resources to manage your QuickBooks Online account and finances, feel free to visit our Support page to learn more. This provides information to help your navigation experience be more effective.

Keep us posted if you have other questions or concerns. I’m here to help you out. Take care and have a great day!