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meggarsmom1
March 22, 2024
Question

How do I keep track of customer types?

  • March 22, 2024
  • 1 reply
  • 0 views
Moving from desktop to online, we have customers that we track by the type of customer they are such as a mowing customer, fertilizing customer or snow removal. How do I keep track of this online? Before each season we send out letters by mail merge and I don't see an option for this online?

1 reply

MariaSoledadG
MariaSoledadG
March 23, 2024

I'll show you how you can keep track of customer types in QuickBooks Online, Meggars. 

 

With QuickBooks, you can create and assign customer types to group customers into different segments. To do so, follow the steps I've outlined below:

 

To create customer types:

 

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

Then, assign customer types for your customers:

 

  1. Go to ​Sales or Customers & leads, then select Customers.
  2. Find the customer. Then click Edit.
  3. Go to the Additional info tab and choose customer type from the drop-down.
  4. Press Save.

Once done, run a report to get a snapshot of your customer types. Here's how:

 

  1. Go to Reports.
  2. Go to the Sales and Customers section. Choose one of the following:
    • Sales by Customer Type Detail report
    • Sales by Customer Detail report grouped by customer type
    • Customer Contact List report customized to add a customer-type column

 

Furthermore, learn how to filter specific accounts and customers or format the layout so it shows the right data. Check out this article for more information: Customize Reports In QuickBooks Online.

 

Don't hesitate to click the Reply button below to add more information about your concern about customer types. I'm always here to help. Have a great day.

M
meggarsmom1Author
March 24, 2024

I have looked everywhere to add a customer type to the screen and do not see it. Any other ideas on how to add it. The only option I have under addition information is tax. 

 
 

 

R
RoseJillB
March 24, 2024

Thanks for getting back, @meggarsmom1. I'll share details about assigning customer types in QuickBooks Online (QBO).

 

Currently, the option to assign Customer Type to group customers into different segments is only available for QuickBooks Online Plus and Advanced. Otherwise, when amending your customer information to assign one, the option won't be available. In this, I'd recommend upgrading your subscription.

 

Once upgraded, the Customer type feature will automatically appear in the Customers tab under the Additional Information section. Then, you can start performing the steps outlined by my peer, MariaSoledadG. 

 

Furthermore, you have the option to use different financial reports to gain a quick overview of your business's financial progress. Additionally, I have included a resource that provides detailed instructions on how to customize these reports to your needs:

 

 

Don't hesitate to post your queries here if you need any help. Just click the Reply button, and I'll be happy to assist you. Stay safe and take care!

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