Method:Classic General Q&A

Re: Subcustomers

techconnect — Tue, 07 Apr 2015 02:19:23 GMT

Audisho,

Thanks very much - got it. Appreciate the help!

Mike

Re: Subcustomers

Method_Audisho — Mon, 06 Apr 2015 13:47:53 GMT

Hi Mike,

In Method for QBD, you can set a customer as a sub customer or job, by selecting the parent customer under the Additional Info tab from the Job of Customer drop down.

In Method for QBO, you can do this under the Additional Info tab by checking the This customer is a sub-customer? box and selecting the parent customer from the drop down.

I hope this helps.

-Audisho

Subcustomers

techconnect — Sat, 04 Apr 2015 16:48:46 GMT

We've been testing with Method for QBO and Method for the desktop version(s) of Quickbooks. In Method for QBO, the Additional Information section of the New Customer screen has a checkbox and dropdown for selecting a parent company. I don't see a corresponding way of entering or updating parent company information in Method for desktop Quickbooks. If I import a customer record for the Quickbooks desktop version it appears in the customer list with the correct ParentCo.:ChildCo. information, but there doesn't appear to be anywhere that I could change or update it. Any information would be apprecaited as always.

Thanks,

Mike