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mike-myhelper-gm
February 1, 2024
Solved

Did this platform once have 'customer type', but now it has been removed? I can't find it even though online help says it is there. Can someone point me to it?

  • February 1, 2024
  • 9 replies
  • 0 views
Customer Type is supposed to be on the Customers page and give you the ability to assign a type to your customers. It's not there or I cannot find it. Is it gone?
Best answer by IrishNinoJ

Appreciate you for coming back into this thread, Mike. 

 

Customer types in QuickBooks Online (QBO) are only available to Plus and Advance plans. You may consider upgrading your plan if you want this feature on your end. 

 

As a workaround, you can add a note to your customer's information. Let me walk you through these steps.

 

Here's how:

 

  1. Go to Sales, then select Customers.
  2. Choose a customer, on the upper right hit Edit.
  3. Scroll down and look for Notes and attachments.
  4. Click Save. 

 

In case you want to manage your customers, you can check out this article: Add and manage customers in QuickBooks Online.

 

If you have further questions about your customer types or any QBO-related concerns. The Community is here to help you.

9 replies

GlinetteC
February 1, 2024

It's good to have you here, Mike.

 

I'll share insights about your query and walk you through where to find the Customer type in QuickBooks Online.

 

QBO includes a Customer type feature that allows you to assign specific customer groupings. Creating one is simple. This is how you do it:

 

  1. Go to the Sales menu, then choose Customers.
  2. Click Customer types, then press the New customer type button.
  3. Enter a name, then Save.

 

You may keep track of these types by pulling up the Sales by Customer Type Detail report, grouped by customer type, or the Customer Contact List report. And then customize it to add the customer type column. 

 

You can browse these resources to learn more details about running reports and personalizing them:

 

 

Keep me posted if you have additional questions about managing customers by type. I'll get back to you.

mike-myhelper-gmAuthor
February 1, 2024

Thanks for your response, but I still have a problem. I am on the exact screen you show but I do not have the 'Customer types' button/box. It is not there. Is there an option somewhere in my setup that I have to activate or soemthing?

    IrishNinoJAnswer
    February 1, 2024

    Appreciate you for coming back into this thread, Mike. 

     

    Customer types in QuickBooks Online (QBO) are only available to Plus and Advance plans. You may consider upgrading your plan if you want this feature on your end. 

     

    As a workaround, you can add a note to your customer's information. Let me walk you through these steps.

     

    Here's how:

     

    1. Go to Sales, then select Customers.
    2. Choose a customer, on the upper right hit Edit.
    3. Scroll down and look for Notes and attachments.
    4. Click Save. 

     

    In case you want to manage your customers, you can check out this article: Add and manage customers in QuickBooks Online.

     

    If you have further questions about your customer types or any QBO-related concerns. The Community is here to help you.

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