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January 8, 2024
Question

Customers and Sub customers

  • January 8, 2024
  • 1 reply
  • 0 views

The main customer is not showing up as an option in QuickBooks Time. Only the sub customers. How do I make it so that my employees can add time under the main customer and not only the sub customer. 

1 reply

January 8, 2024

Hello there, @SV97.

 

QuickBooks Time only allows you to add time under a sub-customer (if there is any) as designed. However, if you need to add time for the main customer, you can follow the workaround I'll share below.

 

I recommend creating a new sub-customer using the main customer's name. Here's how:

 

  1. Open your QuickBooks Online company.
  2. On the left navigation panel, click Customers & leads.
  3. Go to the Customers tab. Then, click New customer.
  4. Enter your main customer's name. You can also add the necessary details.
  5. Tick Is a sub-customer
  6. Select your main customer on the Parent customer dropdown.
  7. Hit Save.

 

Once done, you should be able to add time for your main customer. 

 

I'll leave this article for more information on handling jobs and customers in QuickBooks Time: Create and manage jobs or customers for QuickBooks Time. It also contains details about assigning jobs and changing their levels.
 

For future use, here's a helpful resource on managing time off for your team members using QuickBooks Time: Approve and manage time off entries for team members for QuickBooks Time.

 

If you have any other concerns about adding time under customers in QuickBooks, please feel free to leave a reply below. The Community is always ready to assist you.