It should also be identifiable from any other projects they might have now or in the future. To avoid confusion, this name should be distinct from the name of the customer. Enter the name of the desired project name Company name and Display name.Click on the button in the upper right corner.To add a sub-customer, select “Sales” on the left sidebar.For contractors, however, sub-customers can function as a work-around in order to gain some amount job cost reporting. Intuit even suggests that they could represent member teams in a league. A bookkeeper or consultant might use sub-customers for each of several businesses operated by the same person. A designer might use them to track multiple projects for a single client. Sub-customers are used for slightly different purposes by numerous other industries. Just like a job can only have one customer, a sub-customer can belong to only one customer record.
One common method to try to job cost in QuickBooks is the “Sub-Customer Method.” What QuickBooks desktop editions used to call “jobs,” QuickBooks Online calls “sub-customers.” These are simply customer records that you’re able to nest underneath a “parent” customer like a subcategory. READ: “Do You Even Need New Construction Accounting Software?” » 1.