GlinetteC
Moderator

Banking

The ability to import Parent customers to a list of customers is unavailable in QuickBooks Online.

 

We appreciate your interest in this feature and recognize its importance in streamlining your accounting processes. For now, you'll need to manually adjust the parent customer for each customer, which can be time-consuming, especially when dealing with large volumes.

 

I encourage submitting a feature request for this functionality directly to our development team. They actively consider customer suggestions when planning future updates and enhancements to QuickBooks.

 

Here's how:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

For additional reference, I've included this article that you can check: How to add a customer or sub-customer

 

Furthermore, I've included a couple of resources about working with customer invoices and recording their payments that may come in handy moving forward:

 

 

If you have further questions about managing customers or require assistance with any other task of QuickBooks, please don't hesitate to add them below. I'll be here to lend a hand.