Built by owners, for owners.

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

Vote for this feature
2 Votes Status: Requested
Replies: 3 - Pages: 1 - Last Reply: Feb 1, 2021 9:37 PM by: Dori123
Dori123
Registered: 9/28/20
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: 9/28/20
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!

Pages: 1