How do I setup a parent and sub customer correctly?

Thanks for reaching out in the Intuit Community, angela9,

Let me get the help you need in setting up a Parent and Sub-customer in QuickBooks Online. 

To have the Parent customer's address shows up under Bill and your Sub-customer under Ship to, here's what you'll need to do:

1. Click Sales in the left navigation menu, then go to Customers tab.
2. Click the name of the sub-customer.
3. Click Edit button at the upper right hand.
4. In the Customer information window, click on Address tab.
5. Enter the Parent address in the Billing address section, then enter the sub-customer address in the Shipping address.
6. Click Save.

That's it! For additional reference, I've included some helpful articles that you can check: 

• What does the bill with parent feature let you do on invoices?
• How to add a customer or sub-customer

If there's anything else you need help with in setting up customer's in QuickBooks Online, please let me know. I'm always here to help. Have a great day!

Hi there,

I have close to 1,000 sub-customers that I need to add to our system & going in to manually edit the sub-customer's billing address to match the parent company's billing address & adding a different shipping address will take too long. Is there a solution for this?

Thank you.

Hello there, @catherinek.

We're unable to change the sub-customers' information in batch. You’ll have to manually enter the information or export and import the list in QuickBooks.

Here’s how to export to excel:

1. Go to the Sales menu and choose Customers.
2. Select the Customers name and click the Export icon next to the Print icon.
3. Choose Export to Excel.

Once done, you can check out these articles for further guidance on importing the information on the excel file to QuickBooks Online:

• Import customer or vendor contacts from Outlook, Excel, or Gmail.
• Which contact fields are imported from Excel?

Stay in touch if you have follow-up questions. I’m here anytime you need help. Keep safe always.

I understand what Angel is saying. I'm having the same problem. I don't think you understand what she means. See the photos attached for reference. TLC Central LLC is my Parent Customer. One of the sub-customer ship to locations is Applebee's Hudson. See my screenshot of my Sub-Customer information. Then when I create an Estimate it pulls through the Bill to name under the shipping name also. I need the Bill to to read TLC Central LLC and the Ship to to read Applebee's Hudson.

Angela9

I actually figured it out. When you enter your Parent Customer make sure that the same as billing address box is check marked. Then when you create a sub-customer it will separate out the names so they are different.

Thanks for becoming part of the Community, Tammarito. I appreciate your screenshots, that helps me better understand what's going on.
 

When you create a sub-customer and enter a Print on check as name, what you entered will be used for their business title in your Shipping to field when creating estimates. This can be changed by editing their profile.

Here's how:

1. In the left navigation bar, go to Sales, then Customers.
2. Find the customer and click on their display name.
3. Click Edit.
4. There's a couple ways you can change their business title that appears in your Shipping to area on estimates.
   • By entering the correct business name in your Print on check as field.
   • By ticking Use display name and editing their Display name as if necessary.
5. Select Save.

Now the information you've entered on their profile will be displayed in your Billing address and Shipping to fields when you create an estimate for this sub-customer.

As for the business title that displays in your Billing Address field, you'll have to manually edit it and enter what you'd like the form to show. This is because when you select a sub-customer, it pulls information from their profile, instead of the parent customer.

I've included a couple resources about working with customer profiles and estimates that may come in handy moving forward:

• Creating & managing customers
• Creating estimates

I'll be here to help if there's any additional questions. Enjoy the rest of your day!

Did you Ever figure this out? I am having same issue 

Thank you for posting here in the QuickBooks Community, @joetomass22. I'd be glad to help keep your QuickBooks Online running smoothly. 

We want to know more about your concern so we can further assist you. What is preventing you to do it? Did you encounter a specific error message while doing the process? 

My colleagues mentioned above how to set up a Parent and Sub-customer in QuickBooks Online. You can check the steps provided by MirriamM. 

In the meantime, let’s perform some troubleshooting steps that can resolve issues like this. You can use a private window or incognito mode to access your account. It won't use the data from the existing webpage cache so it’s a good spot to start.

Here are the shortcut keys:

• For Mozilla Firefox or Microsoft Edge browser, press Ctrl + Shift + P
• For Google Chrome, press Ctrl + Shift + N
• For Safari, press Command + Shift + N

If this works, consider clearing again the regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser app instead.

Additionally, here's an article in case you'd like to edit a customer in your QBO account: Manage customers in QBO

You may also check this page to learn more about customizing a report to show specific data for your business here in QuickBooks: Customize reports in QuickBooks Online.

If there's anything else you need help with in setting up customers in QuickBooks Online, please let me know. I'm always here to help. Have a great day!

When you set up a customer and a sub customer, set the billing to customer billing address, and the sub is the ship to address. When you create and estimate the customer name populates both billing and shipping address boxes (picks info from name on check box). How can you make the shipping address name show up properly and not show the billing customer name in the shipping box?

I saw the above so called fix, that ended with you having to manually edit the ship to name every time you create an estimate.  Why can't the software be changed to populate the billing name from the customer billing info and the shipping name from the sub customer name info?

I called tech support and they said I needed to upgrade to advanced, or wait an hour and give the engineers time to fix this.  In other words QBO is not going to do a dang thing about this issue.  And yes I have used the feed back button.

This is not an acceptable answer:

"As for the business title that displays in your Billing Address field, you'll have to manually edit it and enter what you'd like the form to show. This is because when you select a sub-customer, it pulls information from their profile, instead of the parent customer."

The software should be able to pull the parent customer info to the billing address, and the sub customer info to the billing address and not co-mingle the two names.  This should be a fairly simple line command, to populate the shipping name from the sub customer name box, and the billing name from the parent customer name box.

Manual correctionrs are not acceptable.