I know how to do it in QBO, but not in desktop I cant seem to find anything on it and quickbooks support said it is possible, but we have the paid support so they cant tell me how Sub customers in QuickBooks Desktop, both accountant or regular version, is labeled as Job.
Let me walk you through the steps on how you can create a sub customer. To learn more about how the sales transaction for your customers is created and organized, here’s an article you can read for reference: Get started with customer transaction workflows in QuickBooks Desktop. Is there any way to take existing Customers from older versions and edit them to be a “job” for a parent company?
The upgrade notes made it sound more like the online version and as easy as adding a box to check and this is not the case from what I can see. Thank you for any guidance you can provide. Is there any option to take existing Customer Set-ups and merge the information to be Customer and Jobs? The upgrade notes for the version made it seem like it would be as easy as adding a checked box like in the online version and I do not see this as an option.
Thank you for any guidance on this topic. Merging customers records in QuickBooks requires careful planning. After identifying the records you’ll want to merge, designate one record as the final and others to be merged. If you track jobs with customers, you’ll have to merge job records before you can consolidate customer records. Please know that you can always get back to us if you have other questions.
I’m always here to help. Just to clarify since I do know how to Merge, are you stating we need to create a Customer Job as a new item and then Merge the existing Customer to that “job”?
I appreciate you for coming back to the thread to add additional information and to ask for clarifications. You don’t have to create a Customer Job as a new item and then Merge the existing Customer to that “job”. If you want to make a sub-customer, you’ll have to go to the Customer list. Then, click the main customer and drag it to another customer name so it will make as a sub. You can click this article to see detailed steps on how you can merge accounts, customers, vendors: Merge list entries in QuickBooks Desktop.
Please refer to this article to see steps on how you can re-sort the list in QBDT to help your lists go back to their default order: Re-sort lists in QuickBooks Desktop. By clicking “Continue”, you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions.
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Reply Join the conversation. Go to Customers. Select Customer Center. Select Add Job. Enter the name of your new sub customer. Click OK. You can always leave a comment below if you have any other questions. Stay safe! QuickBooks Team. We’ll have to merge first the jobs before you can merge the customer. Here’s how: 1. Go to the Customer menu.
Double click the final customer records, then copy the job name at the top of the window. Select the customer to be merged, then change the job name. Click OK , and then Yes to confirm. Fill me in if you have other questions about managing your customer. Customer invoices in QuickBooks Accountant Desktop QB Desktop Training and Certification. Welcome back to another handy resource guide from Kiala all about quarterly Read more.
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Sub-Customers and Jobs | Method Help Center
Here are the steps to make a Statement in QuickBooks Online for a sub-customer: Step 1: On the left side of the menu bar, choose Customers and then choose the sub-customer name . How to Create a Sub-Customer in Method:CRM 1. Select ⊕ New in the Contacts App or click ⊕ New Contact from your Contacts List. 2. This opens a New Contact screen. Make sure the . Start by clicking on customer menu and then click on Receive payment. Step 2. Now choose the customer by clicking on received from drop-down menu. Step 3. You need to .
How to Create and Send Customer Statements in QuickBooks Online?.Add and manage customers in QuickBooks Online
Note : If you see a transaction for an inactive customer, it displays as “Name deleted. If you have duplicate customers, you can merge their profiles. This deletes one profile and moves their existing data into the profile you want to keep. Note : Make sure neither customer has any sub-customers. Need to make changes or updates to your accounts or subscriptions?
Visit the Account Management Page. QuickBooksHelp Intuit. Learn how to add, edit, delete, or merge customers in QuickBooks Online. Select the Include inactive checkbox. Find the inactive customer on the list. If you currently use sub-customers to track customer jobs, you can convert them into projects and use the job costing features to keep everything in one place.
Here’s how to convert sub-customers, or move only specific transactions, into projects. If you haven’t already, turn on the Projects feature. Make sure the sub-customer is connected to only one main parent customer. It can’t be a sub-customer of a sub-customer. Before you can convert Geeta K into a project, you need to make it a sub-customer of Freeman Sporting Goods. Right now, it’s a sub-customer of 55 Twin Lane.
Before you can convert 55 Twin Lane into a project, you need to remove Geeta K as a sub-customer. You can either create a new project from a sub-customer or merge the sub-customer with an existing project. This wipes the slate clean. Your sub-customers existing transactions won’t transfer over. This creates a brand new project. Now you can go to the Projects menu to start working on it. Note : Your sub-customer info such as addresses, tax code, and payment and billing info won’t transfer over to the project.
Follow ” Step 4: Add existing expenses to a project ” and ” Step 5: Add existing timesheets to a project ” in the main project article. Furthermore, you cannot create a sub-customer for a lead. Attempting to do so will convert the lead into a customer.
This opens a New Contact screen. Make sure the Customer option is selected under type of contact you wish to add. Out-of-the-box, Method:CRM treats sub-customers as a completely separate entity from its parent. When creating a new sub-customer, the address from the parent will not auto-fill. The balance of the sub-customer is separate from the balance of the parent. Thus, you cannot bill with parent in Method:CRM.