Let me welcome you first to the Community, Greenfxllc.
When adding a sub-customer, QBO allows you to mark it as Bill with parent or Bill this customer. The first one allocates the transaction to the main client and not on the address.
By the time you create a transaction, both clients' names will show on the same invoice. Meanwhile, the Bill this customer feature only assigns the transaction created for the specific sub-customer.
You can consider using the Projects feature to efficiently track jobs in QBO. Let’s select the Advanced menu to activate it.
Here’s how:
- Go to the Gear icon at the top and choose Account and Settings to access the Advanced tab.
- From there, click the Pencil icon for Projects and then mark the box for Organize all job-related activity in one place.
- Hit the Save and Done button.
Then, create the first project. Here’s how:
- Navigate to the Projects menu on the left panel and click the drop-down for New project to add one.
- These actions will open the New Project window.
- Next, enter a description in the Project name field and then assign the task by clicking the drop-down for Customer.
- Press the Save button to record it.
For additional information, check out the Setup and use the Projects feature article. It provides an overview of how to add a job to the invoices and estimates.
I want to make sure this is taken care of for you. Leave a comment below if you have additional questions about QBO. I'll be right here to assist further. Have a good one.
