How can I get a list of all sub customers?

Good day, userjane.

There's no specific list or report for sub-customers in QuickBooks Online. Both main and sub-customers are listed in the Customers tab in the Sales menu and the Customer Contact List report. You can export these lists to Excel where you can add more filters or remove the parent customers.

Here's how:

1. Go to the Sales menu and proceed to the Customers tab.
2. Click the Export icon in the upper-right hand corner.

Sub-customers have the Colon punctuation mark ( : ) in between the name of the parent and sub-customers. Let me also share this article about exporting data for more details: 

• Export Reports, Lists, And Other Data From QuickBooks Online
• Export Your Reports To Excel From QuickBooks Online

The Community is always here if you have follow-up questions. We're always here to help. 

Hi userjane,

Hope you’re doing great. I wanted to see how everything is going about getting a list of all sub-customers. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

It is insane that, when viewing a customer, there is no way to see a list of all its sub-customers. There should be a tab called "Sub-customers" just like for "Projects".

It is insane that, when viewing a customer, there is no way to see a list of all its sub-customers. There should be a tab called "Sub-customers" just like for "Projects".

p.s. I love that I tried to post this, got an error, then tried to post again and got a flood limit exceeded warning.

Thanks for joining this thread, Scobee. 

I can see how having a sub-customers tab can benefit your business in organizing and managing your customers. However, the option to do so is currently unavailable in QuickBooks Online. That said, I encourage you to send your comments through the Feedback section. This way, our product development team can take note of the need of this functionality and consider adding it in future updates.

Here's how to send feedback:

1. Head to the gear icon.
2. Under Profile, select Feedback.
3. Enter your product suggestions.
4. Click Next to submit.

In the meantime, my colleague has shared steps to export your customer list, which might help you manage things for now.  You can also check out resource for more info on modifying and updating your customer list in QuickBooks: Add, edit, and manage your customer list in QuickBooks Online.

Additionally, keep this article handy for future use: Run a report in QuickBooks Online. Generating reports help you keep track of your company's progress and can provide detailed insights regarding your business.

If you have any other questions or need further assistance with managing your customers in QuickBooks, please don’t hesitate to reach out. I’m here to help, and I want to ensure you have all the support you need. Take care, Scobee!