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Any way to categorize guests as Sub-Customers in QuickBooks?

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2 Votes Status: Requested
Replies: 4 - Pages: 1 - Last Reply: Feb 26, 2021 6:26 PM by: Emma B
Dori123
Registered: 9/27/20
Any way to categorize guests as Sub-Customers in QuickBooks?

When OR creates a guest record and passes it to Quickbooks, is there any way to automate that the guest is a sub-customer of a property, rather than a full customer?

TIA

Paul W
Registered: 6/9/09
Re: Any way to categorize guests as Sub-Customers in QuickBooks?

Hi Dori,

Currently, no - there's no way of doing that. However, that's an interesting idea where the property is the customer and each guest is a sub-customer of that.

I changed your topic here in the forum to a feature request so that you can up-vote if you'd like.

Dori123
Registered: 9/27/20
Re: Any way to categorize guests as Sub-Customers in QuickBooks?

Thanks, Paul.

The traditional way in QB (or so I understand) was to set up each Property with Tenants as a "Customer" and "Job." That allows you to roll all your tenants up under each property for analysis and reporting.

In QBO, they don't use the "Job" terminology any more; they use the term "Sub-Customer."

I'd really appreciate if you all could automate the guests to be entered into QB as a Sub-Customer of a Customer.

Thanks!

Emma B
Registered: 3/20/19
Re: Any way to categorize guests as Sub-Customers in QuickBooks?

Hi Dori,
I believe the new recommended way is to turn on your location tracking in QB online. Once this feature is turned on you can link the locations in your OR QB property settings.

Hope this helps!

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