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Giulia P
February 7, 2022
Question

How do I setup multiple customers for a sinlge project?

  • February 7, 2022
  • 1 reply
  • 0 views

Hi,

we import machines and other goods. Every sea container of goods we receive is a PROJECT (e.g CONTAINER 1, 2, 3 etc) and each item from the container (for example #10 machines) is sold to a specific CUSTOMER that normally does a one-off purchase. This means I would need to have multiple customers for one project in Quickbooks, but I'm struggling to sort it out.

Do you have any suggestions?

 

Thank you

1 reply

I
IntuitAika
February 7, 2022

Hi Giulia P, 

 

Thank you for posting to the Community.

 

When setting up a project in QuickBooks Online, you can only assign one customer for each project. On the other hand, you can create a sub-customer. This is useful if you want to track individuals who are part of a group or specific accounts for a larger organisation. Also, setting up a sub-customer allows you to select a Bill with parent. This option allows you to enter charges for a parent customer and a sub-customer and have both charges appear on the same invoice.

 

For more detailed information, you may check on these articles:

 

Add and manage customers in QuickBooks Online

Use the bill with parent option on invoices in QuickBooks Online

 

Let me know if you have questions. 

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