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Jan 19, 2023 8:14 AM UTC

Hello, fouz.sanfarina.

 

QuickBooks Online has the Customer Type option to group customers into different segments. However, the feature is currently unavailable to the global version.

 

I'd recommend sending a feature request to our developers' team. Let me guide you with these steps:

 

  1. Go to the Gear icon on the upper right-hand.
  2. Select the Feedback button.
  3. Type ''customer type option'' in the field and then click Next.

 

We can 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, we can refer to this article to learn more about organizing and keeping 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 we have other QuickBooks-related concerns aside from customer types. I'll get back to help. Have a great weekend and stay safe!