How do you list a member (customer) where the couple use different last names?

Hello there, TBI.

I'm glad to provide insights on how you can enter a member or a customer who is a couple with different last names in QuickBooks Online (QBO).

There are two ways to set up a customer that is a couple, you can enter them separately or create a sub-customer to list both spouses and set up the parent as the family name.

If you want to enter them separately, they can maintain separate records for each member, including individual contact information. When it comes to reporting, they can utilize filters or groupings to analyze data for both members together or generate separate reports.

Here's how:

1. Go to Sales, then Customers.
2. Click New Customer.
3. Enter your customer’s info.
4. Then, select Save.

However, if you want them to be directly connected and have a breakdown of activity in the reports, you can enter them as sub-customers. To do this, refer to the steps below:

1. Go to Sales, then Customers.
2. Click New Customer.
3. Enter your their info.
4. Tick the checkbox for Is sub-customer.
5. In the Parent drop-down, find the parent customer or member, then select the Bill with parent or Bill this customer.
6. Then, hit Save.

Moreover, in getting a report for your members, you may have an option to customize the report with the Customer's full name depending on the report.

Furthermore, may I know how you set up the couple as customers with different last names?

To learn more about managing customers, check out this article: Add and manage customers in QuickBooks Online.

If everything is set and ready to track donations received, visit this article for future reference: Track funds you receive from donors in QuickBooks Online.

Please tag me in the comment below for additional questions about managing your customers or members in a non-profit organization. I'm always here to help you.