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LynnSarah
September 2, 2023
Question

Sub customers 4 levels deep meaning

  • September 2, 2023
  • 1 reply
  • 0 views

I would like to know what this means

 

While you can have unlimited sub-customers, parent accounts can only have sub-customers up to four levels deep.

 

Many thanks

1 reply

Rubielyn_J
Rubielyn_J
September 2, 2023

I'd be glad to explain and clarify things for you, @LynnSarah.

 

Your satisfaction is our top priority, and we're committed to delivering the best support experience possible.

 

The statement you mentioned means that within our system, you have the option to create an unlimited number of sub-customers. However, a sub-customer can only set up to four level sub-customers.

See this sample below: 

 

 

This hierarchical structure is often used to organize and manage customer accounts in a way that reflects the relationships between different clients, projects, or divisions within a company. It can be useful for businesses that want to track income and expenses at different levels of granularity within their customer base.

 

Moreover, you can check out this resource to guide you in keeping track and handling your customers in QBO: Add and manage customers in QuickBooks Online.

 

If you ever need assistance in the future, please don't hesitate to reach out. We value your business and are committed to providing you with the best service possible.

L
LynnSarahAuthor
September 3, 2023

Thats great thanks. Is it possible to hide the customers in the customer list so you can just see the parent company names.

C
Carneil_C
September 3, 2023

Hi, Lynn.

 

Currently, we're unable to hide customers from the customers list. I understand the benefits of seeing only the parent company names. We encourage you to share your feedback regarding this matter. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion.
  4. Click Next to submit feedback.

 

Your insights and suggestions are invaluable as we continuously work to improve our product to meet the evolving needs of our customers.

 

For the detailed step-by-step process, please check this article for further guidance: Add and manage customers in QuickBooks Online. It also includes the process of how to merge your customers.

 

In addition, I've added these handy articles that can help you pull up reports to keep track of your customers in QBO:

 

 

If you need any help with any QuickBooks Online-related tasks, please let me know, and I'll do everything I can to help here in the Community. Keep safe always.

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