If you’re wondering how to enter a customer dVA name into Quickbooks, you’ve come to the right place. This article will show you how to enter a customer name by either parent or child. Then you can switch back and forth between the two fields when necessary.
Keeping track of both children and parents in Quickbooks
In QuickBooks, you can easily keep track of children and parents. Keeping track of parents and children separately helps avoid confusion in billing. In some cases, your bookkeeper or assistant may not know the child’s name, making it hard to track their accounts. To avoid this problem, consider setting up a sub-customer to track the children’s names. To do this, just enter the child’s name in the “Company” field. Then, whenever the parent makes a payment, the payment will be applied to the child’s account.
Adding customers by parent or by child
In QuickBooks, adding customers by parent or child can be a convenient way to track customers. Sometimes, it is difficult to remember who pays an invoice or who gets the service. By adding customers by parent or child, you can make switching to sub-customers easier. Using this feature will also save time.
First, select the parent customer. Select the dropdown arrow, which appears at the bottom of the screen. The dropdown menu will show the parent’s name, as well as billing options. You can change the name of a parent customer at any time. Once a parent customer is selected, the sub-customer can be added to that parent’s record.
Next, locate the parent or child customer in the parent’s list. Select it and click OK. This will merge the two contacts. After merging the contacts, you should see a green check mark next to the parent customer. Once you’ve done this, you can close the window.
In QuickBooks, you can also create groups of different types of items. These group items can be invoiced and purchase orders, as well as tax. You can also include inventory and discounts. You can even record sales tax as a line item.