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January 16, 2024
Question

How do you see a list of customer types?

  • January 16, 2024
  • 1 reply
  • 0 views
I want to see a list of all my customers I have assigned a specific type.

1 reply

MariaSoledadG
January 16, 2024

Hello, Louis.

 

You'll see the list of customer types by running one of these reports. Follow the steps provided below:

 

  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

 

If you run the Customer Contact List report, you can tick to show the customer-type column. I've added a screenshot for your visual guide:

 

 

Furthermore, there are many ways how you can customize reports so they show the right data you need for your business. To learn more, check out this article for more information: Customize Reports In QuickBooks Online.

 

You can always get back to us if you have any questions about customers. I'm always right here to make sure to address all your concerns.