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LMaynJJM
August 4, 2023
Question

Sub-customer Search

  • August 4, 2023
  • 1 reply
  • 0 views

When searching for a customer in the customer screen, why don't sub-customers show up on the list under the parent customer? Having the list of subs under the parent would be much easier to read than the list on the left column.

 

Please see the screenshot. 

 

~LM

    1 reply

    R
    ReymondO
    August 4, 2023

    Thank you, @LMaynJJM , for sharing your thoughts on the sub-customer list in the Customers menu.

     

    Once you search customer name on the Customers page, this won't show its sub-customers. Also, the option to filter the list with sub-customers is unavailable in QuickBooks Online. 

     

    For now, you'll have to clear the search box to see your sub-customers under the parent account. 

     

    I truly value the ideas you've brought forward. I understand how these features could greatly benefit you, especially when managing various tasks in QuickBooks. To enhance and refine our product, I recommend sending your feedback directly to our engineers. They will review your suggestions and likely include them in future updates. 

     

    Here's how you can do it:

     

    1. Click the Gear icon at the top.
    2. Choose Feedback.
    3. Enter your comments or product suggestions.
    4. Then select Next to submit feedback.

     

    Your valuable input goes directly to our Product Development team and plays a crucial role in improving your experience with QuickBooks Online (QBO). You can also track feature requests through the QuickBooks Online Feature Requests website.

     

    If you have any further questions about your account or any other concerns related to QuickBooks Online, please don't hesitate to reach out. I'm here to assist you and wish you a wonderful day ahead!

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