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Level 1

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

 
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QuickBooks Team

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

Hi Emily, 

 

Thanks for reaching out and asking your question in the Community. This is a great place to seek advice and share ideas. 

 

If you're looking to assign a type to your customers, I'd recommend using the Class Tracking feature, which is available in QuickBooks Online Plus. Class Tracking helps monitor different segments of your business so you can run reports depending on your needs. You'll simply create "categories" as classes for each customer invoice, so that every time this customer makes a purchase, you're able to flag their transactions using classes.

 

Take a look at this helpful article titled, "How to set up and use class and location tracking"

 

If you have any other questions regarding class tracking, please let me know. I'd be happy to help.

 

Have a great day! 

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Level 1

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

Thanks, I did see that, but I'm looking to assign it to the customer and not the individual invoice.  I can do it on quickbooks desktop - so just trying to see if I can do it in the online version.  I can assign a catergory to the 'other' box with the customer information, but I don't know how to pull the report based on 'other'. 

 

Thanks,

EMily

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QuickBooks Team

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

Thanks for getting back to me, Emily. 

 

I see what you're saying now. At this time, the only way to track categories for your customers in order to generate reports is to assign a class to their invoices and transactions.

 

I can see how adding this to your customer would be a handy feature and it would definitely save you time. I'd be happy to share your feedback with the software development team. We're always looking for ways to improve our products, and this is a great suggestion. 

 

Please don't hesitate to reach back out if you have any other questions for me. 

Cheers!

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Level 2

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

Hi Emily

Did you ever find a workable solution to your question?


I just started with QBO recently and have been looking to do something like this too. We have regular day to day customers... and we have sales agents. I would like to create a customer Type = Agent... then assign this Type to the dozen agents we have selling for us across Canada. 

There is a simple solution in the US version of QBO that allows us to do exactly that... however, it that seems to be missing in the Canadian version... unless I’m just missing it! Like you I didn’t want to get into using classes and then having to use this workaround for every line on sales and invoices. 

Any sign of the Type feature on the horizon for QBO Canada? I’m using the plus version, btw.

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Level 1

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

Hi Addie,

 

I've used quickbooks online for many years now and the customer type feature was there. It seems it was removed. 

 

Why was this feature removed and are there any plans to enable it once again? I'm paying for the Plus version and it seems ridiculous that it would have less features than the old regular priced version

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Level 2

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

I noticed that Customer Type is an option in the Customer Contact List as a column.  But I can't find any way of adding a Customer Type to a customer.  Why is the option there if it doesn't really exist?   I find this is the same in a lot of the reports - there seems to be so many options for columns that you can include on the report but half of them don't even apply (not to mention if you include too many columns and your report runs off the screen, good luck scrolling over - at least this is what I have found).

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Level 2

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

That is frustrating isn’t it. Perhaps it is a “work in progress” and it’s there to tease us? Dunno, but I’d really like to see it back in, with customizable customers types.

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Level 2

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

I was also just looking into adding this.  We have several very different revenue streams and I'm trying to build an email list with specific messaging to each stream.  Due to the nature of our business(es) it would be very confusing to one customer group to receive a message directed to another.  Definitely should be implemented asap!