Is it possible to organise customers into groups rather than have a long list of individuals relating to different projects I run?

It's a pleasure to have you here, Anna.

I see you have a concern about organizing students into groups relating to specific projects, and I'm here to provide you with the information you need.

In QuickBooks Online UK, the feature to create customer groups in a project is unavailable. However, you can create a parent customer (New Sales Team) and then add individuals as sub-customers under it. This allows you to organize and manage customers within specific groups but you'll need to enter each transaction per customer.

Here's how:

1. 1. Go to the Sales menu and then select Customers.
      
   2. Select New Customer.
      
   3. Enter the New Sales Team as a name.
   4. Type in the necessary details.
   5. Click on Save.
   6. Once done, let's create sub-customers.
   7. On the Customer information, enter the details of the customer.
   8. Place a checkmark in the Is sub-customer checkbox, and select the New Sales Team on the drop-down list.
   9. Click on Save.
   10. Repeat the process for the rest of the customers.
   11. Enter a name for the customer type, then Save.
        

You might want to check out our guide on managing customers for additional information. This page includes steps on how to delete, merge, and inactive customers. You can also use the Add/Edit Multiple List Entries feature. This is QuickBooks' way to add customer information in bulk. You can copy the details from Excel and paste them into QuickBooks.

Keep me posted if you have any other concerns about organizing customers in QuickBooks. I'm always here to help, Anna. Have a great day!