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1 reply

JasroV
Level 8
September 15, 2021

Welcome to the Community family, Lesi.

 

Setting up customer type is only available in the US version of QuickBooks Online (QBO). As an alternative, you can add a note in your customer profile and type in their customer type. I'll show you how:

 

  1. Go to the Sales menu and select the Customers tab.
  2. Select the customer you want to modify.
  3. Click Edit and go to the Notes section from the Customer information window. 
  4. Enter their customer type and click Save.

 

Additionally, you can also look for a third-party app that lets you assign a customer type. You can go to the Apps menu inside your QBO and browse from there. Once you've found an app that has the feature you need, click Get app now to link it with your QuickBooks.

 

Lastly, in case you need to merge, add a sub-customer, and invoice them, check out these articles for guidance:

 

 

Need more help setting up your Customer? You can always count on me. I can also assist you if you have other concerns with your QBO. Just leave the details in your reply and I'll take care of it for you. Have a dazzling day ahead!