QuickBooks has the ability to create a job/sub-customer and this relationship is synced to Method:CRM as well.

However, what is a job? What is a sub-customer?

  • A job allows you to create a project within QuickBooks and you can track transactions specific to this job, but it is still under the main customer.

  • A sub-customer is similar and the example used is to imagine multiple locations/franchises for a customer. Again, you can track the transactions specific to the sub-customer.

You may be familiar with the term job or sub-customer, and you may wonder if there is a difference.

There isn't in QuickBooks Desktop. A job and a sub-customer are the same thing. 

However, in QuickBooks Online, you can have a sub-customer, but they want people to use their Projects feature if they need to do jobs.

This article will only cover sub-customers. 

Recognizing a Sub-Customer in Method:CRM

The name of the sub-customer will be prepended by its parent customer, separated by a colon.

 In the above diagram, Bob Crenshaw is a normal customer. Below Bob is Brigette Shawcren. Brigette is a sub-customer of Bob Crenshaw.

If you take a look below the bolded name Brigette Shawcren, you see written Crenshaw Construction:Bridgette Shawcren

The colon indicates that Brigette is a sub-customer of Crenshaw Construction.

How to Create a Sub-Customer in Method:CRM

To create a sub-customer, the customer will have to exist. 

Furthermore, you cannot create a sub-customer for a lead. Attempting to do so will convert the lead into a customer. 

1. Select ⊕ New in the Contacts App or click ⊕ New Contact from your Contacts List.

2. This opens a New Contact screen. Make sure the Customer option is selected under type of contact you wish to add. 

3. Under Job/Sub-customer of, select the main customer this new sub-customer is under.

Once you save, this person will be a sub-customer of the customer you chose in Job / Sub-customer of

Differences between Method:CRM and QuickBooks

Out-of-the-box, Method:CRM treats sub-customers as a completely separate entity from its parent. Because of this, there will be these differences between Method:CRM and how QuickBooks handles sub-customers.

  • When creating a new sub-customer, the address from the parent will not auto-fill.

  • The balance of the sub-customer is separate from the balance of the parent. Thus, you cannot bill with parent in Method:CRM. Furthermore, the balance for the sub-customer will not be added to the parent of the sub-customer.

  • In QuickBooks, sub-customers are indented beneath their parent. In Method:CRM, a sub-customer is listed separately. 

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