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How to group 3 customers under a main parent customer entry

Forum|Forum|3 years ago
December 5, 2022
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We have 3 customers that were bought out by a parent company. We would like to continue to invoice each location separately, but would also like to have the 3 locations totaled as the parent group for reports. In other words:

Currently we have the set up as:

Customer-location 1

Customer-location 2

Customer-location 3

We want:

Customer-Main (Parent)

Customer-location 1 (Sub)

Customer- location 2 (Sub)

Customer- location 3 (Sub)

QuickBooks Enterprise Suite

Best answer by MaryLandT

Yes, you can make the existing customer a job in QuickBooks Desktop, DanBu.

To perform this process, you need to do it from the Add/Edit Multiple Customer window. I'm glad to walk you through the steps.

Open the Customer Center.
Locate and right-click the customer name you want to change.
Choose Add/Edit Multiple Customer:Jobs.
Go to the Customize Columns button.
From the Available Columns section, select Job of: and click Add.
Place the Job of: item below the Name by pressing Move Up continuously, then click Ok.
Look for the customer you want to alter and pick the new Parent customer to connect it to in the Job Of: column.
Click Save Changes.

Please note if that customer already has transactions, they will now be assigned to the new parent customer (as a part of the job).

To help you organize the cash flow and track sales, receivables, and profitability more accurately, check out this guide: Get started with customer transaction workflows in QuickBooks Desktop.

If you're using our payroll service, I'm also adding this article to help you get ready when it's time to pay taxes: Year-end checklist for QuickBooks Desktop Payroll.

If you have other questions in mind, feel free to reply below. I'll be delighted to answer them for you.

G

Giovann_G

Hello, DanBu.

You can use the Add Job feature to group your customer if you have QuickBooks Desktop Enterprise 2020. I'll provide you with the steps on how to do it.

Here's how:

Go to the Customers menu, then select Customer Center.
Click New Customer & Jobs on the upper left part, then choose New Customer.
On the Customer Name, enter the name (Main customer or parent), then click OK.
Right-click the main or parent customer you've created, then choose Add Job.
On the Job Name, enter your sub-customer.
Once done, hit OK.
Repeat steps 4 to 6 to add other sub-customers.

Follow the steps in this article to group your customers if you have QuickBooks Desktop Enterprise 2021 or later version: Create a customer group in QuickBooks Desktop.

I've also included this resource to help you personalize your report to highlight the data that matters most to your business: Customize customer, job, and sales reports in QuickBooks Desktop.

I'm always around to help you if you have further questions in QuickBooks. Have a great day.

D

DanBuAuthor

@Giovann_G Thank you very much for your detailed reply! I followed the instructions, however where I get stuck is that this would require me to begin a brand new customer card for each of the sub-customers of the main parent group. I already have entries for each of the sub-customers and it would be impractical to lose the history and have to re-create the open invoices for each of them if I started new sub-customer entries.

Is it possible to take existing customer entries and make them sub-customers of a main parent customer group?

MaryLandTAnswer