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Quickbooks Integration: Sub-Customers

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2 Votes Status: Requested
Replies: 4 - Pages: 1 - Last Reply: Sep 22, 2021 6:35 AM by: Pat & Shawn-Elise L
Dori123
Registered: 9/27/20
Quickbooks Integration: Sub-Customers

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
Registered: 6/9/09
Re: Quickbooks Integration: Sub-Customers

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
Registered: 9/27/20
Re: Quickbooks Integration: Sub-Customers

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
Registered: 12/21/20
Re: Quickbooks Integration: Sub-Customers

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.

Pages: 1