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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:
LollyNino_C
QuickBooks Team

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Thank you for posting here in the QuickBooks Community, @joetomass22. I'd be glad to help keep your QuickBooks Online running smoothly. 

 

We want to know more about your concern so we can further assist you. What is preventing you to do it? Did you encounter a specific error message while doing the process? 

 

My colleagues mentioned above how to set up a Parent and Sub-customer in QuickBooks Online. You can check the steps provided by MirriamM

 

In the meantime, let’s perform some troubleshooting steps that can resolve issues like this. You can use a private window or incognito mode to access your account. It won't use the data from the existing webpage cache so it’s a good spot to start.

 

Here are the shortcut keys:

 

  • For Mozilla Firefox or Microsoft Edge browser, press Ctrl + Shift + P
  • For Google Chrome, press Ctrl + Shift + N
  • For Safari, press Command + Shift + N

 

If this works, consider clearing again the regular browser's cache so the system can start fresh. But if you get the same results while using a private browser, use a different browser app instead.

 

Additionally, here's an article in case you'd like to edit a customer in your QBO account: Manage customers in QBO

 

You may also check this page to learn more about customizing a report to show specific data for your business here in QuickBooks: Customize reports in QuickBooks Online.

 

If there's anything else you need help with in setting up customers in QuickBooks Online, please let me know. I'm always here to help. Have a great day!

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