- September 18, 2017 at 3:51 pm #101359
We are a real estate appraising company. We have many customers from the same company from different locations (different addresses). Some of these offices are in the same city while others are in a different state. How would you set up companies with the same name so they are distinguishable?September 18, 2017 at 3:52 pm #101660
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-