It’s nice to see you in the Community, eddie-paterson.
Helping you out assigning customer types is my priority. Let’s create the retail customer/business customer types and then assign each one to the appropriate customer.
After adding them, assign each type to the appropriate client. Here’s how:
Please know the Customer type option is only available in the Plus or Advanced version. If you're using QBO Essentials, you can consider upgrading to any of the mentioned versions to use the feature. Visit this page to view each of the product's features and benefits. Then, click on the Buy now button if you want subscribe: QuickBooks.
For more insights about the Customer type feature, see the Set up and assign customer types in QuickBooks Online article. It covers the steps on how to assign customer types to multiple customers and steps to customize the Customers page.
Feel free to post again if you have any other questions about QuickBooks. I'll be happy to help you out. Have a great day ahead.
The problem is I dont see a customer types option. I do see a big green button called "new customer" and a down arrow. The only option Im presented with is "import customers"
Hi there, eddie-paterson.
Thank you for stopping by the Community this afternoon, I just verified in-product that the steps listed by my colleague were correct for QuickBooks Online. Below I'm listing the steps from our official Intuit article.
You can find these steps here. If they still wont work for you, I suggest reaching out to our Support team, this is because they'll be able to screen share with you in a private 1-on-1 setting and determine what the issue is. To reach them, you can follow the steps in this article.
If you have any other questions or concerns, feel free to post below at any time. Thank you and have a nice afternoon.