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shaun gonsalves
Level 1

Mapping of Customer type to customers

Hi Team,

 

I currently use QuickBooks Online advanced (UK) and am looking for options to categorise customers based on ‘Customer Type’ and mapping it to a Customer, so that I can run reports based on segments. Over here, I’m not looking for the customer type to be linked to an invoice or sales receipt.

 

I have about 4K customers and would like to map these customer types to their respective customer accounts via an API. I’m looking for options to map customer types to customers...Is this something what QuickBooks Online supports?

 

For instance categorisation

  •  ABC is existing customer, and customer type is ‘Retail’
  • XYZ is existing customer, and customer type is ‘Healthcare’
  • ZEY is existing customer, and customer type is ‘Wholesale’

 

I have attached the link to what am speaking about, anyone who can shed some light on hoe to map it via API would be greatly appreciated.

 

The API does not fetch customer type data.

https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customertype

 

https://quickbooks.intuit.com/learn-support/en-uk/other-questions/how-do-i-assign-customer-types-for...

 

https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/creating-customer-types/00...

 

 

 

 

Kind regards,

Shaun Gonsalves

1 REPLY 1
Ashleigh1
QuickBooks Team

Mapping of Customer type to customers

Hello Shaun Gonsalves, thanks for posting on the Community page, so that would be either classes or tags you would use in our plus or advanced packages, here are a few link to help you 

 

Get started with class tracking in QuickBooks Online 

What are tags and why should I use them?

Tag transactions in QuickBooks Online

 

The classes can also have sub classes as well and you can run reports on them as well BUT it will not show on the customer invoice or on the customer details section and neither will the tag as well just to make you aware of that. 

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