I have just created Customer Types for my existing customers. In the Sales by Customer Type Detail report - my new Customer Type assignments show up okay for Invoices created after I set up the new Customer Types. But older invoices for the same customers show up with a customer type of "Not Specified". Anyway to retroactively get the new Customer Types applied on older invoices?
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Customer Type is attached to the customer, not the invoice, so the report should show all invoices, old and new, for whatever the Customer Type is in the customer card. Is that not what happens?
I did a test in the sample co, and yes all invoices show up. You have to click the small gear cog above the report, and select Customer, as it does not show by default. Then you should see that the Not Specified section is for customers who don't have a Customer Type
Thanks for the quick response. In the online demo company - following your point - I too was able to assign a customer type to a specific customer - and then get the customer type to show up on the Sales by Customer Type Detail report even for past invoices.
However - still having an issue in my company. One potential explanation (I haven't been able to to cross test this on the demo yet) is that in my company I am using Projects (this is not being used in the demo). Perhaps their is some bug that is giving unexpected behavior related to the fact that my past invoices are tied to a project (this is not logical - but just grasping at straws for now).
By the way - I am trying to turn on and use Projects on the demo in order to cross test - but the demo is hanging up.
Thanks for the suggestion. Tried clearing cache - but did not correct issue.
Actually - upon further review - the issue appears more straightforward that I originally thought. It has nothing to do with applying a newly added customer type to a historical invoice versus a current or future invoice. The report apparently simply doesn't show customer type at all on any invoice (old or new) that is tied to a project.
To test this:
So something appears amiss unless I am completely missing something. Not a mission critical issue so going to move on at this point.
It's great to have you here, @anngaglioti,
Assigning Customer Types is only available on client profiles. We're currently unable to assign them on Projects.
This explains why any transactions created from the Projects window will not reflect the type from the customer. Having the option to carry over this info for tracking sales would be a great option when added to out program.
I'll personally forward this input to our developers who rolls out product enhancements and updates.
I've got some amazing resources here to know more about Projects.
If you have other questions or clarifications about this topic, let me know in the comment section. I'll be more than happy to provide further assistance and insights about the processes in QuickBooks Online. I got your back. Take care!