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arkvalleyinfo
Level 1

Can I identify sub-customers?

 
1 Comment 1
LouiseG
QuickBooks Team

Can I identify sub-customers?

Yes, arkvalleyinfo. You can identify sub-customers in QuickBooks by setting them up under a parent customer. Let me walk you through how.

 

In QuickBooks, this feature allows you to track transactions and financial information separately for each sub-customer while still associating them with the main parent customer.

 

If you're utilizing QuickBooks Online (QBO), you can locate the list of customers and sub-customers by navigating to the Customers tab. Please see the steps below:

 

  1. Go to the Sales menu.
  2. Select the Customers tab.
  3. Locate the Parent customer, they are indented or listed below for easy identification.
    image (10).png

For additional guidance, I've included a reference article to support your project creation process in QuickBooks: Create and manage projects in QuickBooks Online.

 

If you have further questions or need additional assistance with managing your customers, please don’t hesitate to reach out by commenting below. Remember, we are always available around the clock to help with any issues you might encounter. Take care!