What must be selected to create a sub-customer in QuickBooks?

To create a sub-customer in QuickBooks, selecting the "Is sub-customer" option is essential. This feature allows a user to designate a customer as a sub-customer within the QuickBooks system, which is crucial for organizing and tracking financial data more effectively. When you mark a customer as a sub-customer, it creates a hierarchical relationship with the parent customer, enabling better reporting and management of transactions related to that specific subset of customers.

This option facilitates the connection between the main customer and its sub-customers, which is fundamental for maintaining accurate records of billing, payments, and job management. The interrelation helps in organizing your financial structure, allowing for streamlined reporting and tracking of income and expenses specific to that sub-customer without having to maintain separate records for them.

The alternative choices involve aspects that may aid in managing customer relationships or tracking, but they are not prerequisites for establishing the hierarchy of a sub-customer. For instance, while having a unique identifier might enhance organization, it is not essential for categorizing a customer as a sub-customer in the setup process. Similarly, assigning an account manager or adding billing details can be helpful but are not necessary steps in the specific act of creating a sub-customer.