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userxmastreesbeeskne
October 21, 2020
Question

Creating Customer Types

  • October 21, 2020
  • 1 reply
  • 0 views

We run QB Plus Online.

 

We are looking to categorize our customers into 3 types. We would like to be able to mass email each type, a different email with their invoice.

1) How do we create the customer type? I found the field in Additional Info, but cannot find where I can create the Customer Type category to assign.

2) How would I run a report to find all of one type of Customer Type?

3) Can I mass email all of one Customer Type based if there invoices are paid?

1 reply

M
MadelynC
October 21, 2020

I have here the details you’re looking for, @userxmastreesbeeskne.


Thank you for sharing your concern with us. Let me guide you through on how to manage your customers in QuickBooks Online.


Creating a customer type can only take a few easy steps. Here’s how you do it:

 

  1. Go to the Sales menu, then choose Customers.
  2. Click Customer types, then press the New customer type button.
  3. Enter a name, then Save.


To track these types in the system, you can run Sales by Customer Type Detail report grouped by customer type or Customer Contact List report. You can use the customize feature to add a customer type column. Here’s how:

 

  1. Select the Reports from the left menu.
  2. Go to the Sales and Customers section and locate the reports I've mentioned.
  3. You can also use the search field then enter it.


Here’s an article for complete instructions about the setup. It includes steps for assigning customer types for individuals and to multiple customers.


Having a mass email for each type is unavailable at the moment. However, you’re allowed to do it to your customers. You can follow these steps below:

 

  1. Go back to the Sales menu, then Customers.
  2. Put a checkmark beside the customer name you like.
  3. Hit the Batch actions, then choose Email.


In case you want to add, delete, merge, and restore customers in the future, you can visit this article to manage them. This makes sure your list is clean and no duplicates.


If you have follow-up questions for grouping customers into different segments, I’ll be right here to help further. Keep safe.

R
Rojoe1
December 3, 2020

Hello

 

Quickbooks online international doesnt seem to have this "Customer type feature". How do we get to request for it?? It appears to be too simple but yet very important feature to leave!!

MJoy_D
MJoy_D
December 3, 2020

Let me show you how to send a feature request, @Rojoe1.

 

The Customer types feature is only available in QuickBooks Online Plus for US regions. This is helpful in grouping customers into different sections. I can see that it would be a great addition to the current features that we have for QuickBooks Online International, so I'll take note of it.

 

I'd also encourage you to send one. That'll be sent directly to our Product Development team and consider it in the future enhancement of the software. Check the steps below:

  1. Go to the Gear icon at the top and click on Feedback.                      
  2. Provide detailed information about this feature request and click on Next. 

You can check this article for more information: How do I submit feedback?. For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

Here's also a guide on how to add, delete, and merge customer and sub-customers: Add and manage customers in QuickBooks Online. 

 

For additional concerns or follow-up questions with adding customers or anything else, let me know in the reply section below. Take care and have a wonderful day!

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