Hi there, @stephanie-marrer.
I'm here to share details about recording services rendered to a client/customer in QuickBooks Online (QBO).
Based on the information you've shared above, you can create the additional home as a sub-customer under your top-level customers (also known as parent customers). This way, you can easily track which home you've cleaned.
While you can have unlimited sub-customers, parent accounts can only have sub-customers up to four levels deep.
If you haven't created a parent customer yet, here's how to do it:
- In QBO, go to the Get paid & pay or Sales menu at the left pane, then Customers.
- Select New Customer.
- Enter the necessary information in the desired fields.
- Hit Save.
Once done, here's how to add sub-customer:
- Go back to the Get paid & pay or Sales menu at the left pane, then Customers.
- Click New customer again.
- Enter the sub-customer’s name and contact info.
- Select the Is a sub-customer checkbox. This action will display a parent customer dropdown menu.
- In the Parent customer ▼dropdown, select the parent account.
- Review each section and enter any info you need for the sub-customer.
- Hit Save to complete.
Once done, you can now choose either the parent or sub-customer when creating an invoice for the service you'll render. For more information about managing customers in QBO, please check out this article: Add and manage customers in QuickBooks Online.
Fore more tips and other resources, I recommend visiting our website for future reference: Self-help articles.
Please let me know if you have more questions about this or anything else QuickBooks. I'll be here to help. Take care always.
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