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sarahlakshmi
Level 1

How to include students name in customers info along with student's parent name.(For tutoring center)

 
1 Comment 1
Rubielyn_J
QuickBooks Team

How to include students name in customers info along with student's parent name.(For tutoring center)

Hello there, @sarahlakshmi.

 

I'd be glad to help add the student's name in the Customer information along with the parent's name.

 

To start, we'll need to add a new customer and enter the student's information. Here's how:

  1. Go to the Sales menu at the left panel.
  2. Select Customers.
  3. Click the New customer button.
  4. Enter the necessary information and choose Save.

After, we can create a sub-customer to add your student's parent name. I'll show you how:

  1. Select Sales then choose Customers.
  2. Click the New customer option.
  3. Enter the parent name below Customer information.
  4. Put a checkmark beside Is sub-customer.
  5. In the Enter parent customer dropdown menu, select the name of the student.
  6. Once done, click Save.

For additional information, you can check out this article on how you can manage customer lists in QuickBooks Online.

 

Just click the Reply button if you have further concerns. I'll be here to help you out. Have a great day.

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