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June 6, 2024
Question

Our customers are often property managers. How do I add a new address (job) to a property manager?

  • June 6, 2024
  • 1 reply
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How do I add sub customers under an existing customer?

1 reply

June 6, 2024

Hello, Haney. I will outline the steps for adding a new address to a property manager and placing sub-customers in an existing one.

 

First, I'd like to know if you want to update the manager's address in their profile or add a different one.

 

To modify the current address and change it to a new one, here's how:

 

  1. Go to Customers & Leads and choose Customers.



  2. Locate and click the name of the customer.



  3. Tap the Edit button.



  4. Scroll down to the Addresses section, then make your changes.
  5. Once done, hit Save.


 

If you want to add a different location, you can utilize the Notes area. Please refer to the steps below:

 

  1. Tap the Customers & Leads tab and click Customers.
  2. Find and select the customer's name.
  3. Hit the Edit button.
  4. Go to the Notes and Attachments section.
  5. Add the new address in the Notes box.
  6. Click Save.


 

Regarding your second concern, here's how you can add sub-customers under a current one:

 

  1. Go to Customers & leads and select Customers.



  2. Click the New Customer button.



  3. Enter the sub-customer's name and contact information.
  4. Tick the Is a sub-customer checkbox.
  5. In the Parent Customer dropdown, choose the parent account.
  6. Finally, hit Save.


 

For further information, check out this article: Add and manage customers in QuickBooks Online.

 

I'd be happy to jump back and provide further guidance on managing your customer information, Haney. I am always committed to providing you with the most efficient support possible. Have a wonderful day!