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nashtrap
July 6, 2020
Question

sub customers

  • July 6, 2020
  • 3 replies
  • 0 views

does QB 2020 desktop pro allow sub customers

3 replies

john-pero
john-pero
July 6, 2020

yes

    N
    nashtrapAuthor
    July 6, 2020

    where in Customer info do you make them a sub customer

    Rejeil_O
    Rejeil_O
    July 6, 2020

    Hi there, @nashtrap.

     

    You can use the Add Job option to add a sub customer. When creating a sub-customer, you need to create a parent customer first. Let me walk you through the steps on how to create a parent customer. Here's how:

     

    Create a parent account

     

    1. Go to the Customers menu, then select Customer Center.
    2. Click the New Customer & Job tab, and choose New Customer.
    3. Enter the name of the customer.
    4. Fill out all the necessary fields.
    5. Click the OK button.

     

    Add a Job

     

    1. In the Customer Center, look for the customer that you want to add a sub customer.
    2. Select the customer's name, then hit right-click.
    3. Choose the Add Job tab.
    4. Enter the job name.
    5. Fill out all the information needed.
    6. Hit OK.

     

    Meanwhile, you can read this article in case you'll need help customizing customers report: Customize customer, job, and sales reports in QuickBooks Desktop.

     

    If you have additional questions, please don't hesitate to leave a message in the comment section. I'll be happier to help. Take care and have a good one.

    W
    whiche1295
    January 15, 2021

    That's adding a job, but how do you add a sub-customer? 
    Can you make a current existing customer a sub-customer?

      Rubielyn_J
      Rubielyn_J
      January 15, 2021

      Thanks for joining the thread, @whiche1295. Let me clarify things for you. 

       

      In QuickBooks Desktop, you can use the Add Job option to set up a sub customer. To get started, you can follow the steps provided by my colleague @Rejeil_O. You can also check this article for more information: Tracking job costs in QuickBooks Desktop.

       

      You'll want to know how to manage customers in QuickBooks Desktop. Feel free to check out this article: Create a customer group in QuickBooks Desktop.

       

      I'll be keeping an eye out for your response. Know that you're always welcome here if you have further concerns. Have a good one.

      D
      Dan_
      April 8, 2022

      You can add a Job and then a Sub Job under said Job.

      Go to your Customer Center, and Select "Customers & Jobs." 

      From there you want to right click on the customer that you wish to create a Job for, and then select "Add Job". 

       

      If you have a customer who has subsidiaries this is helpful, because it would look something like this;

      Customer: Job: SubJob = Main_Customer: Their_Subsidiaries: Job

      B
      brittiecent
      April 21, 2022

      Setting up a customer as a job leaves off the sales tax settings options in the edit customer screen. This is the sole reason I need to set up a sub-customer. To reflect different sales tax defaults. In my situation, I have one customer. They are sales tax exempt in Texas, but required to pay gross receipt tax in New Mexico. I want to set up two sub-customers to default to these options - Customer -NM and Customer -TX under the main customer.

      LieraMarie_A
      LieraMarie_A
      April 21, 2022

      Hi there, @brittiecent.

       

      Being able to add sub-customers to set up different sales tax defaults would be helpful. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. In the meantime, you'll have to select the tax item manually when recording a sale.

       

      You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

       

      1. Go to the Help menu.
      2. Choose Send Feedback Online and select Product Suggestion.
      3. Click the Product Area drop-down menu and select a category.
      4. Enter your comments or product suggestions.
      5. Select Send Feedback.

       

      Additionally, you can run reports to review the sales tax you've collected and owe to your tax agencies. This helps make sure everything is accurate before paying taxes.

       

      Feel free to swing by anytime if you need more help managing your sales taxes. We'd be happy to assist you further.

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