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-AventadoR
December 10, 2020
Solved

How Do I Create Customer Groups In QB Online?

  • December 10, 2020
  • 8 replies
  • 32 views

Hi All. I'm currently using QB Commerce (formerly known as Tradegecko) and QB Online. The current compatibility between the two is extremely poor (e.g. one-way sync from Commerce to Online. Anything I enter into QB Online won't appear in Commerce)...it's very frustrating and I'm duplicating workflows and having to use work arounds :( 

 

Within QB Commerce, I've grouped customers because each of my Sales Team handles a different set of customers. Now, I want to replicate this within QB Online. E.g. I want 50 customers to be in a group called 'New Sales Team' and the others to be in a different group.

 

The grouping in QB Commerce lets me run reports against a specific group of customers (sales reports as well as accounting reports [payments and receipts] and helps me work out the sales teams commission. In essence, I can segregate different sides of the business.

 

How can I create these groups in QB Online?

 

I've seen articles that point to this feature in QB Online:

 

https://quickbooks.intuit.com/learn-support/en-us/customer-topics/set-up-and-assign-customer-types-in-quickbooks-online/00/186656

 

Desktop has the feature too:

 

https://quickbooks.intuit.com/learn-support/en-uk/manage-groups/create-a-customer-group-in-quickbooks-desktop/00/669660

 

I very much appreciate your help. Thanks!

 

Best answer by CharleneMaeF

I can share another way to create customer groups in QuickBooks, -AventadoR.

 

The feature to create customer groups is unavailable in QuickBooks Online UK. Thus, we're unable to assign customer types. As a workaround, I suggest making the New Sales Team a parent customer and the 50 customers as sub-customers.

 

Here's how:

  1. Go to the Sales menu and then select Customers.
  2. Select New Customer.
  3. Enter the New Sales Team as a name.
  4. Type in the necessary details.
  5. Click on Save.
  6. Once done, let's create sub-customers.
  7. On the Customer information, enter the details of the customer.
  8. Place a checkmark in the Is sub-customer checkbox, select the New Sales Team on the drop-down list.
  9. Click on Save.
  10. Repeat the process for the rest of the customers.

 

Additionally, I've added an article that'll help you organize your customer and supplier transactions. This helps you get clearer insights on your sales, expenses, or profitability by business segment: Create and Manage Classes.

 

You can get back to us if you have other concerns or follow-up questions. Our assistance will be sent right away.

8 replies

CharleneMaeFQuickBooks TeamAnswer
QuickBooks Team
December 10, 2020

I can share another way to create customer groups in QuickBooks, -AventadoR.

 

The feature to create customer groups is unavailable in QuickBooks Online UK. Thus, we're unable to assign customer types. As a workaround, I suggest making the New Sales Team a parent customer and the 50 customers as sub-customers.

 

Here's how:

  1. Go to the Sales menu and then select Customers.
  2. Select New Customer.
  3. Enter the New Sales Team as a name.
  4. Type in the necessary details.
  5. Click on Save.
  6. Once done, let's create sub-customers.
  7. On the Customer information, enter the details of the customer.
  8. Place a checkmark in the Is sub-customer checkbox, select the New Sales Team on the drop-down list.
  9. Click on Save.
  10. Repeat the process for the rest of the customers.

 

Additionally, I've added an article that'll help you organize your customer and supplier transactions. This helps you get clearer insights on your sales, expenses, or profitability by business segment: Create and Manage Classes.

 

You can get back to us if you have other concerns or follow-up questions. Our assistance will be sent right away.

    Keith Nichols
    October 1, 2023

    This is not solved. 

     

    Why is the UK version short of numerous important features from Quickbooks Online Advanced compared to US. Are we in the UK not important to you guys? I know we are commercially a smaller territory to you. But our problems are just the same.

     

    How about 

    Providing the Price Rules (no a simple discount is not acceptable to my business.)

    In Spreadsheet Sync, why does the UK version not have the option to Manage Budgets?

    There are many shortcomings throughout QBO Advanced.

     

    It really is time that Intuit starts to treat UK with some seriousness if it wants to keep its customers. Business is tough without having to take on the supplier of your finance software as well.

    Are you really on the customer's side outside of US? Maybe start to prove it.

    Bryan_M
    Bryan_MQuickBooks Team
    QuickBooks Team
    October 1, 2023

    We hear you, Keith. We understand that there are features that you want to have in QuickBooks Online (QBO) to perform your daily financial tracking better. 

     

    With that in mind, we recommend submitting direct feedback to our product engineers. They can review your feature requests like providing the price rules and the option Manage Budget in spreadsheet sync. It might be that they will add these features to future product updates in your region. 

     

    To submit feedback, you can follow the steps below:

     

    1. Click the Gear icon.
    2. From the Profile column, select Feedback.
    3. Type in your feature requests. Then select Next to submit.

     

    We'll also share this link where you can look for helpful articles for managing your QBO account: QuickBooks Online Help Articles. 

     

    For additional questions, never hesitate to reply to this post. We'll reply as soon as possible. Keeps safe.

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