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?
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!
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.
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.