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January 31, 2024
Question

Can I create customer types

  • January 31, 2024
  • 1 reply
  • 0 views
I'm using QB Online Ireland version.  I want to create customer types.  I see the tutorial online but I don't have the "Create Customer Type" in my "Customer" screen.

1 reply

JenoP
January 31, 2024

Welcome to the Community forum, eleanor-ryan-lei. I understand you are trying to utilize the Customer Type feature.

 

I'd like to inform you that this is currently not available in the Ireland version of QBO. This is the reason why you're unable to see it on the Customer screen.

 

I would suggest submitting feedback directly to our product team requesting that Customer Types be made available in the Ireland QBO version. 

 

Customer feature requests and suggestions are carefully reviewed and considered for potential inclusion in future product updates. Here's an article as a guide: How Do I Submit Feedback?

 

As a workaround, you'll want to use the class tracking and custom field features to add more classification when recording customer-related transactions.

 

Let me share these articles as your guide:  

 

 

Using classes and custom fields can provide ways to track customer types and segment your customer data, even without the official Customer Types feature.

 

Please feel free to respond if you have any follow-up questions or concerns, eleanor-ryan-lei. Our team is available 24/7 and ready to assist you at any time.