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July 31, 2021
Question

Customer type not showing in customers screen

  • July 31, 2021
  • 1 reply
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1 reply

July 31, 2021

Welcome back, @preimo. I'll help you see the customer type on the Customers screen.

 

To make sure we're on the same view, are you referring to the Customer types button? At this time, this feature is only exclusive in the US version of QuickBooks Online (QBO).

 

Here's how to add a customer type (QBO US version):

  1. From the Sales menu, select Customers.
  2. Click the Customer types button.
  3. Create a New customer type and then hit Save.

 

Next, let's select the client's customer type from the Additional Info tab from the Customer Information window.

 

  1. From the Customers tab, click the client/customer's name.
  2. Select Edit and then go to the Additional Info button from the Customer Information window.
  3. Select the Customer type.
  4. Hit Save.

 

To make the Customer Type column appear on the Customers screen, click the Mini Gear icon on the upper right of the clients' list. Then check the Customer Type box to add this column.

 

Take a look at this QBO article from the US region for more details about grouping customers by type: Set up and assign customer types in QuickBooks Online.

 

As your business grows, you can refer to this article to learn more about organising and keep track of your customers: Add and manage customers in QuickBooks Online. It covers how to update your client's details.

 

Feel free to comment here if you have other QuickBooks-related concerns aside from customer types. I'll get back to help. Have a great weekend, and stay safe!