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January 2, 2023
Question

Can I have multiple clients under one “umbrella company”? I do work for a dealership but invoice multiple people there. Dealership requires a statement Monthly

  • January 2, 2023
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1 reply

January 2, 2023

Hi there dentsbyjk-gmail-,

 

It's important that all your customers are set up properly so that your books can be well organized. QuickBooks Online is a great tool allowing you to create customers and sub-customers so that you can organize customers who have different departments. I can point you in the right direction for this.

 

In order to be able to have them set up as multiple sub-customers grouped under one main customer, you can first set up your main customer, then follow the steps in this article in the section titled Add a sub-customer to set up the different divisions you need.

 

If you have any other questions, feel free to reach out here.