How can I tag customers with a specific value and later run reports (such as customer balances or sales reports) that only show customers matching that value.

Hello there, eroyde.

We'd like to make sure we're on the same page. Could you tell us more details about what you meant by customers with specific value? Providing these additional details will help us offer you a more tailored solution to your concern.

In the meantime, if you want to organize transactions by customer types or groups, track income and expenses for specific categories, or create reports focused on those groups, you can use the Class tracking feature in QuickBooks Online (QBO) Plus or Advanced. Classes make it easier to sort and analyze financial data for each group.

Here's how to enable it:

1. Navigate to the Gear Icon.
2. Select Account and settings.
3. Go to the Advanced tab.
   
   
4. Click Edit in the Categories window.
5. From there, turn on the Track classes switch.
   
   
6. Once done, click Save, then Done.

After enabling class tracking, you can create and manage classes in your QBO account and tag them to transactions whenever needed.

If you meant something else, please let us know by adding a reply below.