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dgesz
November 21, 2022
Question

Customer Type set up

  • November 21, 2022
  • 1 reply
  • 3 views

I'm trying to follow the guidelines from help on how to create and then assign customer types and there is no option appearing for that on my Customers page.  HELP.  I have a small subset of customers that I need to isolate as "East" vs "West/the rest".

 

Is this because of the subscription level that I don't have this feature?

1 reply

MariaSoledadG
MariaSoledadGQuickBooks Team
QuickBooks Team
November 21, 2022

Let's make sure you'll able to create and assign customer type, dgesz.

 

Normally, being able to create and assign customer types is available in all QuickBooks Online (QBO) versions. You'll want to log out from your QBO account. Then log back in to see if there is already an option appearing on your customers' page.

 

If not, we can perform some troubleshooting steps to help fix the issue. There are times your browser is full of frequently accessed page resources that may cause some unusual responses. You can log in to your QuickBooks Online (QBO) account in a private window (incognito). Here are the keyboard shortcuts:
 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

Once signed in, double-check if the option is now showing. If so, return to your default browser and clear the cache to speed up the loading process. Oftentimes, your cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing them refreshes the system, and you'll be able to work with a clean slate. If the issue persists, you can try using other supported browsers.

 

Additionally, QuickBooks offers different kinds of reports that would cater to your business needs. Learn from this article how to customize them so you'll get the information you need: Customize Reports In QuickBooks Online.

 

Reach out to us if you have any other concerns with your customer types. We're here to help you all the time.

T
TFletch1427
March 1, 2023

I have the same issue.   QBO Essential plan.   when I imported my customers from Desktop...they all kept the customer type.   And I can run a report for "residential" customers, etc.....  

 

However, I can't add a type to new customers created in QBO.  I tried the suggestion to go Incognito and try it that way.   There is no where to add a "CUSTOMER TYPE" for new customers.

 

This is frustrating....as this is a very useful feature.

 

J
JamesAndrewMModerator
Moderator
March 1, 2023

I would feel the same in your situation, @TFletch1427. I commend your patience and your hard work to sort this out.

 

Let me guide you to the best way to contact the right person to get the help you need. They have the tools to pull up your account and walk you through the steps to help you correct everything.

 

To speak with one of our experts from QuickBooks Online Support. Please follow the steps below to contact support:

 

  1. Sign in to your QuickBooks Online company. Click Help (?).
  2. Choose either tab to get started: Assistant or Talk to a human.
  3. Search or select Contact Us.
  4. Start a chat with a support expert.

 

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT.

 

You can visit this article to learn how to create and assign customer types in QuickBooks Online: Set up and assign customer types in QuickBooks Online.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

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