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Set up and assign customer types in QuickBooks Online

by Intuit Updated 1 month ago

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.

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Create customer types

You can create types for your customers easily.

  1. Go to Sales or Customers & leads, then select Customers (Take me there).
  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 for individual customers

  1. Go to ​Sales or Customers & leads, then select Customers (Take me there).
  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 customer types to multiple customers

  1. Go to Sales or Customers & leads, then select Customers (Take me there).
  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. Go to Sales or Customers & leads, then select Customers (Take me there).
  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

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

  1. Go to Reports (Take me there).
  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
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