Follow below steps to add a sub-customer

  1. Go to your Dashboard.

  2. Choose Sales or Invoicing > Customers.

  3. Choose New customer on the right.

  4. Enter all the proper information for that sub-customer.

  5. Check the Is sub-customer box.

  6. Choose the Customer’s name.

  7. Choose Bill with Parent.

  8. Click Save.

Once set up, your Client page would look something like this:

Rogger Sam

Rogger Sam: Brochures

Rogger Sam: Letterhead

For further assistance Contact QuickBooks Supportteam.


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