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Anonymous
Not applicable

Assigning Customer Type on Quickbooks Online

Hi There...

I use Quickbooks Online subscription...

I ran Customer Contact list from standard reports and noted there is a column "Customer Type" as well. But, I am unable to find out the menu where I could assign types to the Customers...Any one can help...?

Many thanks 

Solved
Best answer September 15, 2018

Best Answers
Highlighted
Level 10

Assigning Customer Type on Quickbooks Online

To Create "Customer types" in QBO:

From the left dashboard > Sales > Customers > Customer types.

 

To Assign existing customer type to a customer in QBO:

From the left dashboard > Sales > Customers > New customer > Customer Information screen > Additional info > Select Customer Type from the list.

 

(For existing customer to assign customer type - select Customer in question > click Edit on top > Customer Information screen > Additional info > Select Customer Type from the list).

 

Create Customer types list

Create Customer Types

 

 Select Customer Type

Select Customer Type

 

View solution in original post

18 Comments 18
Highlighted
Level 15

Assigning Customer Type on Quickbooks Online

Customer type is part of the customer edit window, one customer at a time, edit each

Highlighted
Level 10

Assigning Customer Type on Quickbooks Online

To Create "Customer types" in QBO:

From the left dashboard > Sales > Customers > Customer types.

 

To Assign existing customer type to a customer in QBO:

From the left dashboard > Sales > Customers > New customer > Customer Information screen > Additional info > Select Customer Type from the list.

 

(For existing customer to assign customer type - select Customer in question > click Edit on top > Customer Information screen > Additional info > Select Customer Type from the list).

 

Create Customer types list

Create Customer Types

 

 Select Customer Type

Select Customer Type

 

View solution in original post

Highlighted
Community Champion

Assigning Customer Type on Quickbooks Online

Hey  @Anonymous,

 

The customer type becomes an option in the customer menu when you have pricing levels turned on in QuickBooks Online.Pricing rules opens up the Customer Type feature

 

Once turned on, you will need to create different customer types to select from.  Once you have the types defined and what effect it has on your pricing, you can go in and modify each customer record one at a time.  Pricing levels allow you to use standardized pricing models that use the rules to generate a price increase or a discount.

Highlighted
Anonymous
Not applicable

Assigning Customer Type on Quickbooks Online

Many thanks for your guidance. Unfortunately, the tab "Additional Info" is not appearing in the screens that I open...attaching screenshot...Is there also a way to sort of activate this feature first?Screen Shot 2018-09-16 at 11.36.57 PM.png

 

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Anonymous
Not applicable

Assigning Customer Type on Quickbooks Online

Hi there, many thanks...

I do not see this option in my settings window (attached)Screen Shot 2018-09-16 at 11.45.53 PM.png ...this appears to be something that you have but I don't....Why would there be such difference in an online solution? Any clues...?

Highlighted
Community Champion

Assigning Customer Type on Quickbooks Online

Which level of QuickBooks Online, are you using? I believe it requires QuickBooks online Plus

Highlighted
Level 10

Assigning Customer Type on Quickbooks Online

Yes, Price Rules is only available in Plus plan. It's not available in Essentials and Simple Start plans. Unfortunately, Customer type is currently linked to price rules feature at this time.


Using pricing level you can establish different price points for Customer, more helpful for inventory items. But with customer type, you can filter the sales report which is probably helpful data to all the users.

 

For now, it's not worth upgrading your plan (from Essentials to Plus = $25 more monthly), just for Price Rules and Customer Type features in QBO, I think.

 

You can send them feedback and ask for "Customer Types" to be part of the Customer Profile page in all plans.

 

Hope this helps!

Highlighted
Anonymous
Not applicable

Assigning Customer Type on Quickbooks Online

Many thanks and sorry for delayed reply,

I do have PLUS subscription. But this option is still not there...so I think its not an issue of subscription...It could be something to do with US and outside US versions....?

 

Highlighted
Anonymous
Not applicable

Assigning Customer Type on Quickbooks Online

I have the Online PLUS...

Highlighted
QuickBooks Team

Assigning Customer Type on Quickbooks Online

Hi there, Rooni.

 

I can share some information about Customer Types in QuickBooks Online.


Are you using a non-US based QuickBooks Online account? If so, the options to enable Price Rules and assign Customer Types are not yet available in other QBO regions.


If there’s a need for you to track your income specifically to a customer, you’ll want to use Class tracking for now.  In case you haven’t tried checking this feature, visit this article:


Set up and work with class and location tracking

 

To turn on classes:

 

  1. Go to the Gear icon at the top, then Account and Settings.
  2. Select Advanced from the left.
  3. In the Categories section, click the edit (pencil) icon.
  4. Choose the category you want to enable and select the settings for that category.
  5. Select the Save button.

To create a class:

  1. Go to the Gear icon, and then from Lists, select All Lists.
  2. Choose Classes.
  3. Click New at the top.
  4. Enter the information.
  5. Select the Save button.

I’d recommend letting our product engineers know about how Customer Types can help manage your business and to add it in other International versions. I'll do the same thing from my side, so we are hitting them through both employee and customer channels.


To send one:

  1. Click the Gear icon.
  2. Choose Feedback.

We love customer feedback—it helps us focus on what to build next. If there is anything else you need feel free to reach out us again.

Highlighted
Level 2

Assigning Customer Type on Quickbooks Online

To setup customer type, click settings,sales and switch on price rules. Then to setup the customer types. Customers, in the upper right corner click the " Customer type" button, add new customer types. Hope that helps.

Highlighted
Level 2

Assigning Customer Type on Quickbooks Online

Thank you! You are the only one that answered the actual question (that I saw). 

Highlighted
Level 1

Assigning Customer Type on Quickbooks Online

What if we don't want the customer type to change or impact the pricing.  We just want to know what category the customer falls under.  Is there another area to fix this information that can be pulled up in a report?

Highlighted
QuickBooks Team

Assigning Customer Type on Quickbooks Online

Thanks for joining the thread, @JG10.

 

While there isn't a way to categorize customer information, I've got a workaround that you may consider.

 

You can set up the class tracking to categorize your customer information. To get started, you can follow the steps provided by my colleague . You can also check this article for additional reference: How to Set up and Use Class and Location Tracking.

 

If you need further assistance with the steps, I recommend contacting our QuickBooks Online Support Team. They have additional tools to pull up your account and do a remote session. 

 

Here's how you can contact our customer support:

  1. Sign in to your QuickBooks Online company.
  2. Select Help (question mark icon) at the top right.
  3. Select Contact us to connect with a live support agent.

Please know that you're always welcome to post if you have additional questions with QuickBooks Online. I'm always here to help. 

Highlighted
Level 1

Assigning Customer Type on Quickbooks Online

When I go to edit customer there is no "Additional Info" tab. 

Highlighted
QuickBooks Team

Assigning Customer Type on Quickbooks Online

It's nice to have you in the thread, @KatieR1. I'm here to lend a hand with customer categorization.

 

Just to clarify, do you have the Customer types button on the Customer screen? Additionally, it would be helpful to know if you've created a type.

 

SimplisticSmoothAmericanpainthorse-size_restricted

 

For now, I'm including this article which covers this process from assigning a type to running reports on them: Set up and assign customer type.

 

I'll be keeping an eye out for your response and look forward to getting the customers set up. Have a good one.

 

Highlighted
Level 2

Assigning Customer Type on Quickbooks Online

Our workaround was to create a customer for each customer type, and then use the sub-customer function to associate the related customers.  

 

So for example, three customer types we have are businesses, insurance companies, and nonprofits.  we created a customer for each, and also used a number as part of the display name so that they would stay at the top of our customer reports.

 

1. Business

2. Insurance

3. Nonprofit

 

Then all customers that fall into these types would be moved in as sub-customers.  This has some great functionality as well since reports can be displayed and summarized by "customer" in ways that the real customer type doesn't allow.  If we used pricing tiers based on customers, we would still end up using both of these mechanism.  

 

Highlighted
Level 1

Assigning Customer Type on Quickbooks Online

HI, I dont see this Additional Info tab on mine in edit mode . Is this because of the version of QB we are using?

 

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