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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
JamesDuanT
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Hello Tuhner22,

 

A sub-customer is similar to multiple franchises for a customer. This would allow you to do a detailed tracking of your transactions.

 

Before you can create one, make sure the parent customer is already set up. Now, here's how to create a sub-customer:

  1. Select Sales on the left menu and go to the Customers tab.
  2. Click the New customer button.
  3. Enter the needed information in the Customer information window.
  4. Mark the Is sub-customer box and enter the parent customer.
  5. Click Save.

Meanwhile, Master Admin has access to every pages and functions in QuickBooks Online. You can check your access rights in the Manage Users page:

  1. Click the Gear icon in the upper-right corner and select Manage Users.
  2. Go to the Users tab.

You can see here your user profile and your access rights. Otherwise, you don't have enough access rights to view the page. Thus, needing you to reach out to the Master or Company Admin of the account.

 

Feel free to browse this link to see the comparison of QuickBooks Online subscriptions: https://quickbooks.intuit.com/pricing/.

 

I'll get back to you if you have further questions, Tuhner22. Have a great day!

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