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NicoLtd
February 14, 2023
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Create Sub-customers for Multiple Contacts at a Customer?

  • February 14, 2023
  • 1 reply
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We're just getting our QBO system set up. We may have multiple contacts at a single customer. For example, we may have done three projects and had a different contact person for each project, plus an accounts contact for invoicing.

 

We don't want to create a Customer for each contact; we want to be able to see all of the contacts (and projects) appear under a single Customer. Is the best way to do this by making each contact a Sub-customer?  TIA

    Best answer by emmam6

    Hello NicoLtd, Welcome to the Community. The best option would be to use the sub-customer option so you can have one main customer and have the option to bill the parent customer or the sub-customer. Are you also using the projects feature in Quickbooks?

    1 reply

    E
    emmam6Answer
    February 14, 2023

    Hello NicoLtd, Welcome to the Community. The best option would be to use the sub-customer option so you can have one main customer and have the option to bill the parent customer or the sub-customer. Are you also using the projects feature in Quickbooks?

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    NicoLtdAuthor
    March 7, 2023

    Thanks. I've gone ahead and made the different contacts sub-customers to the main customer.

     

    We also have customers who pay in multiple currencies, depending on the project. It looks like I need to create a different parent company for each currency - eg: "CustomerABC (USD)" and "CustomerABC (GBP)".

     

    And if a sub-customer belongs to each of those parent customers, I am I right that I would need to create multiple records for them as well - eg, "Sub-CustomerABC-1 (USD)" and "Sub-CustomerABC-1 (GBP)" and"Sub-CustomerABC-2 (USD)" and "Sub-CustomerABC-2 (GBP)". Seems. like a lot of duplication!

     

    To answer your question, yes, we are using  Projects. I'm trying to get them set up now. 

      J
      JamaicaA
      March 7, 2023

      I appreciate your effort in setting up sub-customers for the main customer, @NicoLtd. I've got clarification about this process to avoid duplication.

       

      Since your customers pay using multiple currencies, you'll need to enable the multicurrency feature. This will help you facilitate the movement of the funds from one currency to another. This way, we can ensure that the conversion recorded is accurate.

       

      You're also right about setting up a different main customer for every currency. In instances where a sub-customer belongs to each of those parent customers, you can set up their profile with a unique character or symbol. Through this, it'll be easy for you to identify which one belongs to a certain customer or currency.

       

      To verify, you can use Sub-Customer ABC-1 (USD) and Sub-Customer ABC-1 (GBP) or Sub-Customer ABC-2 (USD) and Sub-Customer ABC-2 (GBP). They won't be clones of one another, as they have something special about their names. Rest assured that you can save it without any error.

       

      See this article to learn more about adding, editing, deleting, or merging customers in the program: Add and manage customers in QuickBooks Online.

       

      I've included these resources that will guide you through using the multicurrency feature and troubleshooting if you encounter an error when adding customers:

       

       

      I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post, and I'll get back to you. Take care always.

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