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A
actionglass
August 18, 2023
Question

Changes made to a parent account not showing on the sub accounts under the parent account

  • August 18, 2023
  • 1 reply
  • 0 views
When you set up a customer as a parent account why are not any changes to the parent account information on the sub accounts?

1 reply

A
AbegailS_
August 18, 2023

Thanks for reaching out to us, @actionglass. I'd like to help share some information about making changes to your customer's account in QuickBooks Online. 

 

To properly set up a parent account for a customer, it is important to follow a specific sequence. First, you should make any necessary changes to the sub-customer's account. Once those changes have been made, you can then designate it as a parent account by editing the sub-customer's profile and unchecking the Is a sub-customer checkbox.

 

See the screenshot below for your visual reference.

 

Please check this article on how to add, delete, merge, and restore customers in QuickBooks Online: Manage your customer list.

 

In addition, the links below contain resources that will guide you on how to handle customer-related activities such as creating invoices, managing payments, customizing sales forms, and processing credit or refunds, to name a few.

 


Reach out to me again if you have any clarifications or questions on how to manage customers in QBO. I’ll be around to assist further. Have a good one.

A
actionglassAuthor
August 18, 2023

I am not trying to make any changes to the sub accounts.  I have changes to the Parent account and want to know why when changing the parent account the changes do not show for the parent account information on the subaccount.  A parent account can have over 50 subaccounts.  If the parent company wants the corporate office mailing address changed, why doesn't quickbook have the parent address changed on all 50 sub accounts.

S
SarahannC
August 18, 2023

I appreciate your prompt response, actionglass.

 

I understand the importance of having a streamlined and efficient process, especially when managing a significant number of subaccounts under a parent company.

 

The changes made to the parent account won't be reflected in the sub-customers' profiles because they have different setup. 


Having the ability to efficiently manage a significant number of subaccounts and ensuring that any modifications made to the parent account  reflected in all subaccounts is great.

 

Let's forward your valuable suggestions directly to our product engineers. Your feedback will be shared with the appropriate teams, ensuring that we take the essential measures for product enhancement.

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion. Then, click Next.


If you have additional inquiries or ideas, please don't hesitate to post again. I'm available to provide assistance and support.

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