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December 28, 2019
Question

How do I get the 'additional info' tab on my customer information page?

  • December 28, 2019
  • 2 replies
  • 16 views
No text available

2 replies

IamjuViel
Level 8
December 28, 2019

I can help you sort this out, @jaxemerson.

 

The additional tab allows you to assign a type to your customer. This is available in QuickBooks Online Plus and Advance.

If you're using one and you're unable to view the Additional Info tab, let's perform a few steps to isolate and resolve this concern.

  1. Try your browser's private window since it disables browsing history and cache.
    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Internet Explorer: Ctrl + Shift + P
    • Safari: Command + Shift + N
  2. If that works, go back to your regular browser and clear its cache.
  3. Also, you can try a different browser, if available.

Meanwhile, you can read through this blog to learn more about everything you need and resources for getting started with QuickBooks Online: Your First Time with QuickBooks Online - Everything You Need for Successful Bookkeeping.

 

Please feel free to let me know how it goes as I want to ensure this is taken care of for you.

vpcontroller
Level 7
December 28, 2019

@jaxemerson @IamjuViel 

 

Customer Additional Info tab which is setup to Customer type is available in the QBO Plus plan and Advanced plan. This feature is not available in Essentials and Simple Start.

 

Refer to this article. (Unfortunately, they did not mention which plans come with this feature).

https://quickbooks.intuit.com/learn-support/en-us/customer-topics/set-up-and-assign-customer-type/00/186656