In QuickBooks Online, a sub-customer is a customer that is associated with and linked to a main or parent customer. It allows you to track transactions and activities of individual customers while maintaining a hierarchical relationship with the main customer. Sub-customers are useful when you want to manage and analyze customer-related data in a more detailed and organized manner.
To create sub-customers in QuickBooks Online, you can follow these steps:
1. Sign in to your QuickBooks Online account.
2. From the dashboard, click on the "Sales" tab in the left navigation menu.
3. Click on the "Customers" tab at the top of the page.
4. On the Customers page, click on the "+ New Customer" button.
5. In the "Name and Contact" section, scroll down and check the box that says "Is sub-customer".
6. After checking the box, you should see a field labeled "Parent customer." Enter the name or ID of the main customer or parent customer under which you want to create the sub-customer.
7. Fill in the remaining customer details such as contact information, billing address, etc., as necessary.
8. Click the "Save" button to create the sub-customer.
Next time you sync your Clients in QBO with your DesignerLink account, you'll be able to select the QBO Sub-Customer within the Edit Project Modal.
By creating a sub-customer, you can associate transactions with the main customer and track them separately. The sub-customer will be listed under the parent customer in the customer list, and you can generate reports for both the main customer and its sub-customers.