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Organize or sort customers by type in QuickBooks Online

by Intuit•104• Updated 2 days ago

Assign customers a type in QuickBooks Online to group customers in reports and identify customers in your list.

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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 Customer list, select Settings⚙ in the the Action column and check the Customer Type checkbox.

Delete customer types

Make customer types you no longer need inactive to remove them from the list of options. Inactive types can be made active again later.

Go to Sales or Customers & leads, then select Customers (Take me there).
From the Customers screen, select Customer types.
In the dropdown ▼ for the type you want to delete, select Make inactive.

Note: To restore an inactive customer type, select Make active in its row of the Action column.

Step 2: Assign customer types

Assign types to individual customers

Go to Sales or Customers & leads, then select Customers (Take me there).
Select the customer, then select Edit.
Go to the Additional info tab and select the type you want to assign from the Customer type dropdown ▼.
Select Save.

Assign types to multiple customers

You can assign a type to more than one customer at a time.

Go to Sales and select Customers (Take me there).
Select the checkbox next to each customer you want to assign the same customer type.
In the Batch actions ▼ dropdown, select Select customer type.
In the Select customer type window, select the type you want to assign from the dropdown.
Select Apply.

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.

Organize or sort customers by type in QuickBooks Online

by Intuit•104• Updated 2 days ago

Step 1: Create customer types

Step 2: Assign customer types

Step 3: Use customer types in reports

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