Quickbooks desktop sub customer. Change sub-customers into projects

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
The customer list includes information about the QuickBooks user’s customers and the individual jobs that are being performed for them. A CustomerRef aggregate refers to one of . Sep 22,  · Go to Customers. Select Customer Center. Click New Customer & Job. Select Add Job. Enter the name of your new sub customer. On the CUSTOMER menu, . 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 .
 
 

Sub-Customers and Jobs | Method Help Center – Supported Entities/Lists

 
You must sign in to vote, reply, or post. Projects are very similar to the Jobs in QuickBooks Desktop. Yes No. This deletes one profile and moves their existing data into the profile you want to keep. Note : If you need to change a sub-customer into a top-level customer in the future, simply edit the sub-customer’s profile and uncheck the Is a sub-customer checkbox. 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.