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Error from ChangeClass: Object reference not set to an instance of an object.


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Sub-customer feature
Solution No. 237

This article explains the limitations with using the sub-customer option in Method CRM vs QuickBooks Online.

 


Resolution

Users can create customers and make them sub-customers to a current customer (Parent). However if you edit an existing customer to make it a sub-customer or associate it to a different parent customer, this will not work and must be done in QuickBooks Online. This is due to a limitation with the QuickBooks Online API, and it doesn’t affect only Method, it affects all other third party apps. So just keep in mind when creating a customer in Method, if you know it has a parent customer then select it during the creation process, otherwise you’ll need to edit it in QBO.

Creating a sub-customer in Method

  1. Click Customers Incoming > New Customer.
  2. Enter the customer details then click the Add Additional Info? Checkbox.
  3. Click the This customer is a sub-customer? checkbox, then select the parent customer and click Save.

Editing a sub-customer in QBO

  1. In QBO, click Clients > Client Center.
  2. Select the customer which you wish to make a sub-customer and click Edit.
  3. Click the This client is a sub-client? Checkbox, then select the parent customer and click Save.