Hello there. I have a customer that owns multiple property. How do I reflect that under the customer name or profile?

Thanks a lot for understanding my question and giving me the right answer. That solved the situation. Good job.

It's our pleasure to understand and help with your QuickBooks concern anytime.  That's our goal for every customer we have, comfortsavvy.  

If you have other questions about your account, don't hesitate to post here or create a new thread. We are always here. Keep safe. 

I have a similar situation for a Property Management company in which I am managing several properties under once ownership:

1. Collecting Owner funds in an Escrow Account

2. Billing for services provided such as repairs and utilities

3. Adding a markup on services and repairs at a rate

4. Billing for a monthly management service fee

How do I properly setup the Customer and also the individual properties so that I can individually track expenses and payables to each property?

Thanks,

LPM

We can follow the steps shared by Mark_R above to set up a customer with the individual properties, @LongleafPropertyManagement. 

For easier tracking of expenses and payables for each property, we can set the properties as sub-customers. Make sure to check the box when creating it. See the screenshot below for reference.

For more information, check out this link: Add and manage customers in QuickBooks Online.

Moreover, you can run several reports in QuickBooks to give you a snapshot of your business.

Please let me know if you have further questions about setting up a customer with individual properties in QuickBooks. I'm always here to assist. 

I've tried this but doesn't seem to work. It reverts to whatever address I put in. When I go back to look at the previous invoice or estimate the address changes to the current building I just uploaded to quick books. 

I appreciate your efforts in performing the steps provided by my colleague, Infinityfire. I want to ensure you receive the support needed to accurately add your customer's properties with the correct addresses reflected.

First off, following the suggestions on this thread will allow you to add the properties under the parent customer without affecting the address of the previous invoices or estimates. However, since it didn't work on your end, I recommend contacting our Live Support Team to investigate this further. They have the necessary tools to open your account, examine the issue, and provide a personalized resolution. Here's how to reach them:

1. Sign in to your QuickBooks Online (QBO) account.
2. Click Help.
3. Select the Search tab and enter a keyword related to your concern.
4. Hit the Contact Us button.
5. Choose a way to connect.

Additionally, I'll share this resource to aid you in modifying your customer's recorded information in QBO: Edit customer info in QuickBooks Online.

If you have any additional questions about managing customers in QuickBooks Online, please don't hesitate to leave a comment below. Our Community team is always ready to help.