Skip to main content
K
kship
September 22, 2022
Question

disconnect parent from sub customer

  • September 22, 2022
  • 3 replies
  • 0 views

We have a sub-customer that is under the wrong parent company. When we try and change this it says "You cannot change who this customer bills with because there are invoices for the parent that include charges for this customer, or there are payments from the parent that pay off invoices for this customer. Delete all payments or invoices to this customer's parent which link to this customer." How can I find the linked invoice or payment? Is there an easy way to do that, we have hundreds of transactions to go through. Or is there a different workaround to get the sub-customer under a different parent company?

 

Thank you

3 replies

Jen_D
Jen_D
September 22, 2022

I want to help you further with transferring a sub-customer to a different parent account, @kship.

 

You might want to run the Invoices and Received Payments report to filter the transactions associated to the parent customer and the sub-customer. 

 

I'm adding the steps below on how to customize the information on the report.

 

  1. Go to the Report menu.
  2. Type in Invoice and Received Payments report.
  3. Enter the correct reporting period.
  4. Click the Customize button.
  5. Under Rows/Columns, select Customer.
  6. Then, scroll-down to the Filter menu.
  7. Tap the drop-down beside the customer field and select the parent, and its sub-customer.
  8. Once done, press Run report.

 

All the customer transactions will be displayed and you can look which one has the name of the sub-customer. Edit the transactions when needed. 

 

I'm adding here some related links about managing your QBO reports:

 

Another option is looking at the transaction list under the sub-customer through his/her profile. You can simply go to Sales then Customers. Once done, click the customer name and review their transactions one at a time.

 

Let me know if it helps you get what you needed for today. I'll be right here to provide further assistance if you need it. Have a wonderful day!

K
kshipAuthor
September 22, 2022

Thank you for the timely response. I ran the report however I did not find the linked transaction(s). All of the parent companies transactions are correctly entered under their name and all of the sub-customer transactions are correctly entered under their name. Any other ideas?


Thank you

JenoP
JenoP
September 22, 2022

Thanks for getting back here and sharing updates with us, kship.

 

I have other steps to share that can help you look for the transactions associated with the sub-customer account.

 

First, make sure to use All Dates in the Report Period section. This is for you to see all transactions from the start of your company that might not be included in the date that you selected. 

 

 

Second, a possible browser issue might have caused the error message. Let me share additional steps that can resolve common browser issues while working in QBO:

 

If you have a different browser, use it and log back into QBO. Google Chrome, Firefox, Microsoft Edge, and Safari are all compatible with QBO.

 

If you only have one browser, follow these steps on how to switch to a private or incognito browsing session:

 

  • Ctrl + Shift + N  for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari
  • Ctrl + Shift + P for Microsoft Edge

 

Once done, try to disconnect the sub-customer from the parent and check if you're no longer receiving the error. Then, follow the steps in this article on how to clear your browsing history if you're successful: Clear Cache and Cookies to Fix Issues When Using QuickBooks Online.


Please reply back to us again if you're able to disassociate the sub-customer from the parent account. We'd want to make sure that everything is working well in QBO.

E
ERbws96
August 30, 2023

I was struggling with this same issue with quickbooks online. I was able to remove the sub company by creating another sub company under the same parent company. QBS online prompted me to merge the companies and when I agree the company no longer became a sub company. I tried it once and it did not work but when I changed to the other duplicate sub company and edited the name and it worked. I'm glad it worked for me and hopefully it helps others.

S
Sunshinestate
April 11, 2024

Can you provide more info. Dealing with same issue, QB unable to resolve.

Clark_B
Clark_B
April 11, 2024

Thank you for joining the thread, @Sunshinestate.

 

Allow me to provide information about the error in being unable to change who the customer bills with in your QuickBooks Online (QBO).

 

To start, I recommend that you review your invoices carefully to ensure that you don't have any invoices where the sub-customer is being billed to the parent. Also, it would be helpful to run the Invoices and Received Payments report to filter transactions associated with both the parent customer and the sub-customer.

 

Here's how:

 

  1. Go to the left navigation panel, and select Reports.
  2. Type in Invoice and Received Payments in the search report by name.
  3. Click the Customize button, and filter the Report period.
  4. Under Rows/Columns, select Customer, Date, Transaction Type, Number, and Amount.
  5. Scroll down to the Filter menu.
  6. Tap the drop-down beside the customer field and select the parent and its sub-customer.
  7. Then, click Run Report.

 

Once done, all the customer transactions will be displayed and you can see which one has the name of the sub-customer. Edit the transactions when needed. As an alternative option, you look at the transaction list under the sub-customer through their profile. To do so, you can simply go to the Sales and then Customers. After that, click the customer name and review their transactions one at a time.

 

I'll also add these articles that'll help you in managing your reports:

 

 

Feel free to leave a comment below if you have any other questions about the steps above on how to find the linked invoices or payment. I'm always here to help. Wishing you and your business continued success.

A
AnaRose_Q
November 20, 2024

Your time is valuable, and I want to ensure you have all the correct information when modifying transactions, JoAnn56. Allow me to provide you with the necessary guidance to ease your uncertainty.

 

To further clarify, the term "Edit the transactions when needed", as mentioned by my colleagues, serves as guidance in the event of errors and mistakes on your open invoices or when dealing with transactions linked to parent customers or sub-customers.


If you wish to disable the Bill to parent option, you can read this article which provides detailed information on the process: Use the bill parent customer option on invoices in QuickBooks Online.

Additionally, check out this article to learn more how to send statements to show customers their outstanding balances: Create and send customer statements in QuickBooks Online.

Should you require further assistance with reviewing your transactions or making quick edits, please don't hesitate to leave a response below. I'm available to assist you at your convenience.

Terms & ConditionsAccessibility statement