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I have a large list of account codes. I want to create 5 customers and split the codes among them. How do I create customers and can I do this?

So that I can run a P & L by customer
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Re: I have a large list of account codes. I want to create 5 customers and split the codes among ...

Hello lodgeofficers125,

 

QuickBooks Online offers various reports for your to keep track of your business. You can run the Profit and Loss by Customer if you're using the Plus and Essentials versions. Here's how to pull it up:

  1. Go to Reports.
  2. Type Profit and Loss by Customer in the search field.
  3. Choose the Report period and click on Run report.

For now, we don't have an option to split the codes of the accounts to your customers. However, you can manually edit each customer's profile, and place the codes before their display name. 

 

If you need more help with QuickBooks, please let us know. We'll be right here to help. 

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Re: I have a large list of account codes. I want to create 5 customers and split the codes among them. How do I create customers and can I do this?


@lodgeofficers125 wrote:
So that I can run a P & L by customer

That is not how QB works

 

create your accounts generically, room rent income, phone charge income, etc etc

then you create a service item per thing you charge for and link the account you want it to post to on the item screen

 

you use those items on your invoice or sales receipt

 

Then you run reports by customer, or by item