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Organize or sort customers by type in QuickBooks Online
by Intuit•115• Updated 3 weeks ago
Assign customers a type in QuickBooks Online to group customers in reports and identify customers in your list.
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For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Step 1: Create customer types
Start by creating one or more types.
- Go to Sales or Customers & leads, then select Customers (Take me there).
- From the Customers screen, select Customer types.
- Select New customer type.
- Enter a name for the customer type, then Save.
Note: To see each customer’s type in your Customers list, select Settings ⚙ in the Action column and check the Customer type checkbox.
Step 2: Assign customer types
Step 3: Use customer types in reports
Sort your reports or filter reports that list individual customers by customer type. Not all reports support this. Examples of standard reports that use Customer type by default include:
- 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
To group or sort by customer type in a report that supports it:
- Go to Reports (Take me there).
- Go to the Sales and Customers section.
- Choose a report that displays customers as rows, or create a new custom report.
- If you see Switch to modern view, select it.
- Select Columns. If you don’t see Customer type as an option, select More columns, then under Customers select Show more.
- Check the box next to Customer type.
- Select Filter or Grouped by, as needed, and check the box next to Customer type.
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