cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Intuit
84 helpful votes

Set up and assign customer type

Learn how to create and assign customer types in QuickBooks Online.

You can use customer types for grouping customers into different segments. In this article, we'll show you the process for doing this, as well as how to run a report.

Create customer types

You can create types for your customers easily.

  1. Select Sales, then select Customers.
  2. From the Customers screen, select Customer types.
  3. Select New customer type.
  4. Enter a name for the customer type, then Save.

Assign customer types

Assign a customer type to a single customer.

  1. Select Sales, then select Customers.
  2. Find the customer. Then select Edit.
  3. Go to the Additional info tab and choose customer type from the drop-down.
  4. Select Save.

Assign a customer type to a multiple customers.

  1. Select Sales, then select Customers.
  2. Check off all the customers you want to include in a customer type.
  3. Select the Batch actions drop-down. Then choose Select customer type.
  4. Choose the customer type from the drop-down. Then select Apply.

Customize your Customers page

Customize your Customers page to see which types you assigned to which customers.

  1. Select Sales, then select Customers.
  2. Select the Gear icon right above the Action column.
  3. Put a check mark on the Customer Type box. This will add a column.

Run a report for customer type

Get a snapshot of your customer types by running one of these reports.

  1. From the left menu, select Reports.
  2. Go to the Sales and Customers section. Choose one of the following:
    • Sales by Customer Type Detail report
    • Sales by Customer Detail report grouped by customer type
    • Customer Contact List report customized to add a customer type column

Was this helpful?

You must sign in to vote, reply, or post

Need to get in touch?

Contact us