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SJohnson1965
Mar 28, 2024 10:35 PM UTC
Question

Customer types and what is the point

Can someone please explain to me why "customer type" is something you can assign to a customer, but then there is nothing you can do with that input? I can't search by type, sort by type, run reports by type? What exactly is the purpose of having a customer type when I can't use that info for anything?

 

1 reply

ErwinQ
Mar 29, 2024 12:03 AM UTC

Hello SJohnson, I'm here to provide insights on customer types in your project.

 

Customer types in QuickBooks Online serve the purpose of grouping customers into different segments for organizational and reporting purposes. They allow you to categorize your customers based on specific criteria, making it easier to manage and analyze your customer base.

While you cannot sech by type, when generating your reports, you have the option to include the customer type column.

 

To do that:

 

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

 

Moreover, I've added this article for a detailed guide information: Set up and assign customer types in QuickBooks Online.

 

You can also check this article for future reference: 

 

Customize reports in QuickBooks Online

Run reports in QuickBooks Online

 

You can always leave a reply on this post if you have more questions about customer types in your project. Stay safe!

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