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Quickbooks Integration: Sub-Customers

Status: Requested 2 Votes
Dori123
Mar 30, 2021 11:23 AM
Joined Sep, 2020 63 posts

When OR creates a new customer in QB, I'd LOVE to have the ability for that customer to come in as a "sub-customer" of a particular property.

What I do now is manually edit the customer to be a sub-customer of a particular property. The problem is, whenever there is an additional update from OR, that sub-customer designation gets removed, so I end up re-assigning it several times, until the customer no longer gets updated / ie all transactions are in the past.

Is it possible to either a) allow the customers to be sub-customers as they come into QB, or b) prevent the customer's sub-customer designation from changing / reverting on updates?

TIA

Paul W
Mar 31, 2021 12:15 PM
OR Team Member Joined Jun, 2009 679 posts

Interesting recommendation, Dori. Thanks for suggesting.

To be clear, the main "Customer" would be the property name like "Acme Beach House" and then that would have a sub-customer of Susy Jones.

I didn't know that QB supported multi-level Customers. Interesting!

Dori123
Mar 31, 2021 1:09 PM
Joined Sep, 2020 63 posts

Yes, that's it exactly.
Customers would be Property A, Property B, etc.
Sub-customers would be the guests of each property.

This allows for drill-down reporting in QB that I find extremely useful.

Thanks for considering it.

Pat & Shawn-Elise L
Sep 22, 2021 6:35 AM
Joined Dec, 2020 1 post

I'd recommend using Owners as the customer & not properties and instead using locations for properties. Then you can line up your owner statement in OwnerRez with one in Quickbooks that has all of their guests.