Howto set up customers
How do you set up multiple customers from the same company?
We are a real estate appraising company. We have many customers from the same company with different locations (addresses).
Hey Wendy! Great question as always. 🙂
You can set up sub-customers in QBO. To do this, go into QBO like you want to create a new customer. In the customer info screen, you will see a field called “sub-customers”. Click that box for all customers with the same company. You can also indicate how you would like to bill them (with or without the parent company).
If you’re not sure how to go in and set up a new customer, here is a video tutorial on that:https://fitsmallbusiness.com/set-up-customers-quickbooks-online/
All the Best-