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Old 05-19-2017, 12:18 PM
ellenbagley ellenbagley is offline
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Join Date: May 2017
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setting up parent child accts in 2017 QB pro desktop

I am really struggling with finding a way to create parent child customer accounts in this version of quickbooks. I know it exists in the others because I have used it before. There is no check box in the customer setup screen and dragging the diamond on the left doesnt work. It took me 3 hours to apply one payment the other day because I cant link children to parent accounts
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Old 05-20-2017, 05:23 AM
Rustler Rustler is offline
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Location: Texas - The Republic
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Dragging the diamond to the left only works if the "child" is set up as a job under a customer, in QBDT that job is the sub-customer

If you create a customer that is the parent level, create a job and that is a sub-customer
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