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January 8, 2022
Question

How do i setup a customer group with quickbooks online ?

  • January 8, 2022
  • 1 reply
  • 0 views
would like to list a number of properties to one customer but invoice separate each property

1 reply

RenjolynC
January 9, 2022

Good day, info-cjsgroup-ie.

 

In QuickBooks Online, we have an option where you can use customer types for grouping customers into different segments. I'll give steps on how you can set up the option.

 

To add a customer type, here's how: 

 

  1. Go to Sales Customers.
  2. From the Customers screen, select Customer types.
  3. Select New customer type.
  4. Enter a name for the customer type, then Save.

Once done, you can assign the customer type by following these steps:

 

  1. Go back to Sales Customers.
  2. Select the customer's name and click the Edit button.
  3. In the Customer Information window, click the Additional info tab.
  4. Choose customer type from the drop-down.
  5. Hit Save.

For more details on assigning the customer type to multiple customers or reports, you can check out the steps in this article: Set up and assign customer types in QuickBooks Online.

 

You can also use the sub-account option to help manage your customers and their transactions. Here's a link for more information: Add and manage customers in QuickBooks Online.

 

Please let me know if you have any additional questions or need help with other concerns in your account. I'll be around to help you out some more. Take care and stay safe.