QuickBooks has the ability to create a job/sub-customer and this is synced to Method 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. This can be used, as an example, to track 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.
In QuickBooks Desktop, there isn't a difference between a job and a sub-customer. They are inputed the exact same way.
In QuickBooks Online, however, sub-customers are not entered in the same way as jobs. QuickBooks want people to use their Projects feature if they need to do jobs. This article will not cover QuickBooks Online Jobs feature.
This article will only cover sub-customers.
Recognizing a Sub-Customer in Method
The name of the sub-customer will be prepended by its parent customer, separated by a colon.
In the above image, Sanford Art Company is a customer. Below you can see Anne Gables, who is a sub-customer of Sanford Art Company.
If you take a look below the bolded name Anne Gables, you'll see written Sanford Art Company: Anne Gables.
The colon indicates that Anne Gables is a sub-customer of Sanford Art Company.
How to Create a Sub-Customer in Method
To create a sub-customer, the parent customer needs to exist first.
Furthermore, you cannot create a sub-customer for a lead. You will need to convert the lead into a customer first.
Select ⊕ New in the Contacts App or click ⊕ New Contact from your Contacts List.
This opens a New Contact screen. Make sure the Customer option is selected under type of contact you wish to add.
Under Job/Sub-customer of, select the 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 and QuickBooks
Out-of-the-box, Method treats sub-customers as a completely separate entity from its parent. Because of this, there will be these differences between Method 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 . 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, a sub-customer is listed separately.