Question

I can't move a customer from one sub account to another as I used to be able to...help?

19 replies
0 views

Original commenter did not share additional details

QuickBooks Online

MJoy_D

Hello, @Shadyal.

You can go to the customer's information to move a sub-customer from one parent account to another.

Let me show you how:

Go to your Sales menu and select Customers.
Look for the customer and click the Edit button.
Click the Is sub-customer checkbox and choose the parent customer from the list.
Hit the Save button once you're done.

See this article for more information: Edit customer information. You can also check on the following article on how to merge your customers: How to merge accounts, customers, and vendors.

I'm always here if you need further help with your customers. Take care and have a wonderful day!

S

ShadyalAuthor

no no no no...it doesn't work....TALKED FOR HOURS before on this, SOME GEEK has screwed up the system, am not able to move customers from one sub account from the other.....you're welcome to schedule a screen share with me to see!

Michael K

Thanks for getting back to us, @Shadyal.

I'm happy to help out here, and I'd like to gain some additional insight into what's happening when you try to move the sub-customer. Are you receiving an error message? If so, could you provide me with that error message or a screenshot? Once I know more, I can give you a definitive answer.

I'll be here to help, just hit that Reply button below. Have a good one.