Quickbooks Integration: Sub-Customers
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Dori123
Registered: 9/27/20
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Quickbooks Integration: Sub-Customers
Mar 30, 2021 11:23 AM
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 |
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Paul W
Registered: 6/9/09
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Re: Quickbooks Integration: Sub-Customers
Mar 31, 2021 12:15 PM
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! |
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Dori123
Registered: 9/27/20
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Re: Quickbooks Integration: Sub-Customers
Mar 31, 2021 1:09 PM
Yes, that's it exactly. This allows for drill-down reporting in QB that I find extremely useful. Thanks for considering it. |
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Pat & Shawn-Elise L
Registered: 12/21/20
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Re: Quickbooks Integration: Sub-Customers
Sep 22, 2021 6:35 AM
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. |