Skip to main content
A
angela9
March 25, 2019
Question

How do I setup a parent and sub customer correctly?

  • March 25, 2019
  • 2 replies
  • 0 views
I have my parent and sub customer setup already. My parent company is a distributor and they buy parts from us and have us send them to a sub customer. My parents co is ABC Co and my sub customer is DEF Co. I have the bill to address in my sub customer as ABC Co address and my ship to address and DEF co address. I have the sub customer name as DEF Co and I have it setup as a sub customer and bill to parent co. When I do my invoice the sub customers name populates under both ship to and bill to company. How to I change this so my parent co name shows up under Bill to and my sub customer is under Ship to?

    2 replies

    M
    MirriamM
    March 25, 2019

    Thanks for reaching out in the Intuit Community, angela9,

     

    Let me get the help you need in setting up a Parent and Sub-customer in QuickBooks Online. 

     

    To have the Parent customer's address shows up under Bill and your Sub-customer under Ship to, here's what you'll need to do:

    1. Click Sales in the left navigation menu, then go to Customers tab.
    2. Click the name of the sub-customer.
    3. Click Edit button at the upper right hand.
    4. In the Customer information window, click on Address tab.
    5. Enter the Parent address in the Billing address section, then enter the sub-customer address in the Shipping address.
    6. Click Save.

    That's it! For additional reference, I've included some helpful articles that you can check: 

    If there's anything else you need help with in setting up customer's in QuickBooks Online, please let me know. I'm always here to help. Have a great day!

    C
    catherinek
    May 12, 2020

    Hi there,

    I have close to 1,000 sub-customers that I need to add to our system & going in to manually edit the sub-customer's billing address to match the parent company's billing address & adding a different shipping address will take too long. Is there a solution for this?

     

    Thank you.

    M
    MaryAnn_E
    May 12, 2020

    Hello there, @catherinek.

     

    We're unable to change the sub-customers' information in batch. You’ll have to manually enter the information or export and import the list in QuickBooks.

     

    Here’s how to export to excel:

    1. Go to the Sales menu and choose Customers.
    2. Select the Customers name and click the Export icon next to the Print icon.
    3. Choose Export to Excel.

     

    Once done, you can check out these articles for further guidance on importing the information on the excel file to QuickBooks Online:

     

     

    Stay in touch if you have follow-up questions. I’m here anytime you need help. Keep safe always.

    T
    Tammarito
    January 11, 2021

    Angela9

     

    I actually figured it out. When you enter your Parent Customer make sure that the same as billing address box is check marked. Then when you create a sub-customer it will separate out the names so they are different.

    Terms & ConditionsAccessibility statement