Jobs and Sub-customers

QuickBooks has the ability to create a job/sub-customer and this relationship 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 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.

QuickBooks Online only refers to it as a sub-customer and within this document, we will refer to it as sub-customer as opposed to job. 

Recognizing a Sub-Customer in Method

A sub-customer will be always displayed with its parent customer, and it will be separated by a colon.

 In the above diagram, Bob Crenshaw is a normal customer. Bob has a sub-customer named Brian Crenshaw. 

If you take a look below the bolded name Brian Crenshaw, do you see written Bob Crenshaw:Brian Crenshaw

The colon indicates that Brian is a sub-customer of Bob.

How to Create a Sub-Customer in Method

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

  1. Select New Contact in the Contacts App.
  2. For type of contact to add, make sure it's a Customer.
    This feature is reserved for customers (not leads or vendors) to help keep in-line with how QuickBooks handles jobs / sub-customers.
  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

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