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C
comfortsavvy-gma
April 21, 2023
Solved

Hello there.I have a customer that owns multiple property. How do I reflect that under the customer name or profile?

  • April 21, 2023
  • 2 replies
  • 0 views
Before I used to put a number after the customer name to make it different. Is that the right approach?  
Best answer by Mark_R

Welcome to the QuickBooks Community!

 

I'm here to help you reflect each of the properties owned by your customer under its name.

 

Creating different customer names for each of the properties is a good idea. However, it would be best to enter the properties as sub-customer. Let me guide you how.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click Sales & expenses from the left menu, then select Customers.
  3. Select New customer.
  4. In the Customer info window, enter the property name and details.
  5. Put a checkmark in the Is a sub-customer checkbox. Then, choose the parent customer.
  6. Click Save.

 

Once done, repeat steps 3 to 6 for the rest of the property.

 

Just in case you want to view your sales transactions for all of your customers, you can check out this article for more guidance: View sales transactions.

 

Come back to this post if you have other concerns or follow-up questions about managing your customers. I'll be right here to help.

2 replies

M
Mark_RAnswer
April 21, 2023

Welcome to the QuickBooks Community!

 

I'm here to help you reflect each of the properties owned by your customer under its name.

 

Creating different customer names for each of the properties is a good idea. However, it would be best to enter the properties as sub-customer. Let me guide you how.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click Sales & expenses from the left menu, then select Customers.
  3. Select New customer.
  4. In the Customer info window, enter the property name and details.
  5. Put a checkmark in the Is a sub-customer checkbox. Then, choose the parent customer.
  6. Click Save.

 

Once done, repeat steps 3 to 6 for the rest of the property.

 

Just in case you want to view your sales transactions for all of your customers, you can check out this article for more guidance: View sales transactions.

 

Come back to this post if you have other concerns or follow-up questions about managing your customers. I'll be right here to help.

C
comfortsavvy-gmaAuthor
April 22, 2023

Thanks a lot for understanding my question and giving me the right answer. That solved the situation. Good job. 👋 😀

MichelleBh
MichelleBh
April 22, 2023

It's our pleasure to understand and help with your QuickBooks concern anytime.  That's our goal for every customer we have, comfortsavvy.  

 

If you have other questions about your account, don't hesitate to post here or create a new thread. We are always here. Keep safe. 

    L
    LongleafPropertyManagement
    January 4, 2024

    I have a similar situation for a Property Management company in which I am managing several properties under once ownership:

    1. Collecting Owner funds in an Escrow Account

    2. Billing for services provided such as repairs and utilities

    3. Adding a markup on services and repairs at a rate

    4. Billing for a monthly management service fee

     

    How do I properly setup the Customer and also the individual properties so that I can individually track expenses and payables to each property?

     

    Thanks,

    LPM

     

    Nicole_N
    Nicole_N
    January 4, 2024

    We can follow the steps shared by Mark_R above to set up a customer with the individual properties, @LongleafPropertyManagement. 

     

    For easier tracking of expenses and payables for each property, we can set the properties as sub-customers. Make sure to check the box when creating it. See the screenshot below for reference.

     

     

    For more information, check out this link: Add and manage customers in QuickBooks Online.

     

    Moreover, you can run several reports in QuickBooks to give you a snapshot of your business.

     

    Please let me know if you have further questions about setting up a customer with individual properties in QuickBooks. I'm always here to assist. 

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