Hi @GregRichardson, I'll share information about adding client and sub-client in QuickBooks Desktop.
As of the moment, there isn't an integrated way to add a sub-client using the idea of clients' list in QuickBooks Online. It's best to add them by following the steps shared by my colleague above.
While the option is not yet available, I suggest letting our product developers know about your request by sending feedback. I'll show you how.
- Go to Help.
- Select Send Feedback Online.
- Click Product Suggestion.
- Under Product Area, choose Customers & Sales.
- Enter a few words describing how you wanted to have the option to add a sub-client without using the Job feature.
- Select Send Feedback.
- Click Close Window.
I'm adding this article with the topics you can use while recording the common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop.
It'll always be my pleasure to help if you've got additional questions about client names. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!
