cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Customer Types

I'm looking to add customer types to my existing customers. Is there a way to get customer type to show up with the basic info about the customer. Or would the only way to have certain things shown, is to put it in the notes of each customer?

3 Comments
Highlighted
QuickBooks Team

Customer Types

I'm here to help you show up customer type on the customer's basic information, glConley.

 

You can assign customer types for individual customers on the customer information. To do this, you can follow the steps below.

  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. Click Save.

For more information, you can check out this article: Set Up And Assign Customer Types In QuickBooks Online.

 

You'll also want to run reports in QuickBooks Online to get the information that you need. 

 

Please touch base with us if there's anything else that you want us to help you with. I'll be right here to help you anytime.

 

 

 

Highlighted
Level 1

Customer Types

I'm wanting it to either show up whenever I click on the customers' account, without going to customer detail, or to appear whenever we create an estimate or invoice for the customer. Is there a way to get it to show that way, without making it a note instead?

Highlighted
QuickBooks Team

Customer Types

Thanks for your swift reply, @glConley. At the moment, that's the only way we can add customer types for your customers. 

 

For more product updates and innovations, I'm inviting you to visit our QuickBooks blog regularly. 

 

As of now, we have added the newest batch of apps for October. You can read through this article for more details about it for your future reference: What’s new in apps: October 2020?.

 

Visit again in the Community and submit more questions and suggestions. I'd be delighted to answer your next post. 

Need to get in touch?

Contact us