How can you keep track of work for a new location requested by a customer in QuickBooks?

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Creating a new customer and ticking the option 'Is sub-customer' effectively allows you to organize and manage work associated with a new location requested by a customer. This method is particularly useful because it maintains a hierarchical relationship between the parent customer and the sub-customer.

By doing this, all transactions for the new location are linked to the original customer, allowing for easier tracking and reporting. You can also categorize jobs, invoices, and other transactions under the specific sub-customer, which provides clarity when analyzing financial data related to that specific location.

This approach not only simplifies record-keeping but also helps in distinguishing between different locations if the main customer manages multiple offices or sites. Using sub-customers ensures consolidated reporting while allowing for detailed oversight on a per-location basis.

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