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-AventadoR
December 10, 2020
Solved

How Do I Create Customer Groups In QB Online?

  • December 10, 2020
  • 1 reply
  • 6 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.

1 reply

C
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.

    -
    -AventadoRAuthor
    December 15, 2020

    Hi. Thanks for your reply.

     

    Do I select "Bill this customer" or "Bill with parent"?

     

    I'm thinking it's "Bill this customer" but I want to make sure.

     

    Does the article you have sent cover the scenario whereby I want reporting on specific customer groups? e.g. Receipts & Payments?

     

    Do you know when Quickbooks Online UK will get a proper customer grouping feature?

    LieraMarie_A
    LieraMarie_A
    Level 8
    December 15, 2020

    Thanks Emma.

     

    Does the workaround of creating a parent group and having sub-customers within this have any repercussions? E.g. Financial or reporting irregularities?

     

    If a customer wants a statement, will there be any issues or will the statement output as if they were a non-grouped customer?

     

    When I receive a payment, can I allocate this to a customer's invoice as per normal or will the whole parent/sub-group thing be an issue?

     

    It is frustrating having to use workarounds for all of QuickBooks products (QB Commerce & Accountants)


    You've come to the right place to get the answers you're looking for, @-AventadoR.

     

    I assure you that creating a parent group and sub-customers doesn't have any repercussions. To create an individual statement for each customer, make sure to select "Bill this customer" when setting up the customer's info. With regards to receiving payment, you can definitely allocate this to your customer's invoice.

     

    Additionally, this set-up would allow you to do a detailed tracking of your transactions. I'll show you how it looks like when running a report:



    Running the Transaction List by Customer report will help you show all your customer's transactions in a specific period. Here's how:

     

    1. Navigate to the Reports menu.
    2. In the Find report by name field, type in "Transaction List by Customer," and press Enter.
    3. Modify the reporting period and click Run Report.
    4. You can also filter the list of customers you want to show in the report. Just click the Customize button.
    5. Under the Filter section, click the Customer drop-down list and select the customers' names by clicking the checkbox beside it.
    6. Click Run report.

     

    You might want to check out our guide on managing customers for additional information. This page includes steps on how to delete, merge, and inactive customers. You can also use the Add/Edit Multiple List Entries feature. This is QuickBooks' way to add customer’s information in bulk. You can copy the details from Excel and paste them into QuickBooks.

     

    Keep me posted if you have any other concerns about creating sub-customers in QuickBooks Online. I'm always here to help. Have a great day!

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