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How do I assign customer types - for example retail customer vs a business customer? Online help says there is a screen for "customer type", but I cant see it.

Forum|Forum|5 years ago
August 25, 2020
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QuickBooks Online

Best answer by EmmaM

Hello Accounts459, We've no current plans to add customer type to the UK version of QB. We can pass on your request to the product enhancement team, however.

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Rasa-LilaM

It’s nice to see you in the Community, eddie-paterson.

Helping you out assigning customer types is my priority. Let’s create the retail customer/business customer types and then assign each one to the appropriate customer.

Go to the Sales menu on the left panel to select Customers.
This will display the list of all your clients.
In the upper right, tap the Customer types menu to choose the New customer type button.
Enter the name in the New customer type field and then hit Save. For example, retail or business customer.
Follow the same process to add another customer type.

After adding them, assign each type to the appropriate client. Here’s how:

Go to the Sales menu on the left panel to select Customers.
From the list, click on the client’s name to view more details.
Hit the Edit button to access the Customer information window.
Choose the Additional info tab and press the Customer Type drop-down to select the appropriate type you want to assign.
Click Save to keep the changes.

Please know the Customer type option is only available in the Plus or Advanced version. If you're using QBO Essentials, you can consider upgrading to any of the mentioned versions to use the feature. Visit this page to view each of the product's features and benefits. Then, click on the Buy now button if you want subscribe: QuickBooks.

For more insights about the Customer type feature, see the Set up and assign customer types in QuickBooks Online article. It covers the steps on how to assign customer types to multiple customers and steps to customize the Customers page.

Feel free to post again if you have any other questions about QuickBooks. I'll be happy to help you out. Have a great day ahead.

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eddie-patersonAuthor

The problem is I dont see a customer types option. I do see a big green button called "new customer" and a down arrow. The only option Im presented with is "import customers"

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Nick_M

Hi there, eddie-paterson.

Thank you for stopping by the Community this afternoon, I just verified in-product that the steps listed by my colleague were correct for QuickBooks Online. Below I'm listing the steps from our official Intuit article.

Select Sales, then select Customers.
From the Customers screen, select Customer types.
Select New customer type.
Enter a name for the customer type, then Save.

You can find these steps here. If they still wont work for you, I suggest reaching out to our Support team, this is because they'll be able to screen share with you in a private 1-on-1 setting and determine what the issue is. To reach them, you can follow the steps in this article.

If you have any other questions or concerns, feel free to post below at any time. Thank you and have a nice afternoon.

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eddie-patersonAuthor

Turns out this is a US feature and not available in the UK!

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accounts459

Any news on this being added to the UK version?

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EmmaMAnswer

Hello Accounts459, We've no current plans to add customer type to the UK version of QB. We can pass on your request to the product enhancement team, however.