Organizing customers by type (tags!). Feature request?

midnightlightning · ‎February 20, 2021

It's simple. It's powerful. And Quickbooks misses the mark.

It's the inability to organize customers by type via tags. Maybe I am missing something?

The issue is when you have a lot of customers from various streams. For myself, I have both retail customers from my e-commerce (they are numerous and low value) as well as my big corporate accounts which I access much more regularly and want to keep tabs on as they are high value. Unfortunately the way that Quickbooks displays customers, my high value corporate accounts get drowned out by the static that is my ecommerce retail customers.

Something as simple as being able to tag clients... ie.. "CORPORATE" and "RETAIL" would be huge. Especially if new customers from my ecommerce platform (squarespace / stripe in my case) were automatically tagged as they were imported. Sub tagging or multiple tags would also be very helpful. ie. "CORPORATE > EDUCATIONAL".

Anyways, this is my 3c. My previous life in UX is showing.

Lourdes-Fernandez · ‎February 21, 2021

Hello midnightlightning,

I have to join the thread on this one I LOVE the concept of Tags however I do feel it has its limitations when it comes to reporting.

I recently just started using Tags for one of my QuickBooks Online Clients and had a great experience with tagging but I feel when it comes to reporting I feel we can expand. I would love to see the option to add Tags as a column in any and all reports. I would also love the ability to customize tags with our "customize" icon and see only a specific Tag rather than having to collapse to see a specific Tag.

Overall I LOVE Tags, just wish we could use them more throughout all our reports.

Kindest Regards,
Lourdes Fernandez

Rebecca R · ‎February 22, 2021

I hear what you're saying @midnightlightning and I appreciate the feedback both you and @Lourdes-Fernandez have shared. The Tags feature is a new one, and our product development team is keen to hear from users like you with constructive criticism. It lets them know exactly what our customers want, as well as how they can deliver on it. Let them know directly by navigating to the Gear icon, and choosing Feedback. It's important that you have the opportunity to have your voice heard because it may influence the up and coming updates you see to the program. You should keep an eye on the New Features page of our website as well in case one of your suggestions makes it all the way to feature implementation. Take care and enjoy your week!

lindzee · ‎July 09, 2021

Quickbooks Pro online seems to have added something called Customer Types which would (I think) solve this issue.

I haven't used it yet but looks promising.

Topics

Training

Community

Resources

Organizing customers by type (tags!). Feature request?