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userjane
February 23, 2021
Question

How can I get a list of all sub customers?

  • February 23, 2021
  • 1 reply
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1 reply

JenoP
JenoP
February 23, 2021

Good day, userjane.

 

There's no specific list or report for sub-customers in QuickBooks Online. Both main and sub-customers are listed in the Customers tab in the Sales menu and the Customer Contact List report. You can export these lists to Excel where you can add more filters or remove the parent customers.

 

Here's how:

 

  1. Go to the Sales menu and proceed to the Customers tab.
  2. Click the Export icon in the upper-right hand corner.

 

Sub-customers have the Colon punctuation mark ( : ) in between the name of the parent and sub-customers. Let me also share this article about exporting data for more details: 

 

 

The Community is always here if you have follow-up questions. We're always here to help. 

JenoP
JenoP
February 24, 2021

Hi userjane,

 

Hope you’re doing great. I wanted to see how everything is going about getting a list of all sub-customers. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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