#5 CRM/QB to Books Migration: How to manage Parent / Child Customer Accounts (from CRM)
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory...
Query #5
In Quickbooks & Zoho CRM we have Accounts / Customers setup as "Parent" accounts with a number of "Member" / "Child" accounts. How does this translate to Zoho Books or How to people manage this? Books seems to bring them over as individual accounts.
Current CRM / Finance Setup
- CRM Accounts & it's Contacts sync to Finance Contacts & contact persons (see screenshot)
Current Quickbooks / CRM setup
- One main billing (Parent) account has multiple different locations (child accounts)
- Quickbooks & the CRM allows us to manage this.
- In quickbooks I can view the parent account and all it's child account transactions
Question 5.1.
How do Zoho suggest managing this setup?
Question 5.2.
If it's not possible, does Zoho anyone have any workarounds?
Scenario
- I have 1 customer with 3 different locations.
- One of them is the main billing account.
- The main billing account gets all the invoices and pays them all in one consolidated check.
- I can pull a statement for the one customer with different locations into one report
How does Zoho books handle the above scenario?
Many thanks in advance