Create a customer group in QuickBooks Desktop

Learn how to create a customer group in QuickBooks Desktop.

In QuickBooks Desktop, you can create groups of customers that match certain criteria for things like location, customer type, or the customer’s status. Then you can create automated statements, send payment reminders, or create mailing lists for specific groups of customers. Note: available in QuickBooks Desktop Enterprise 2021 or newer.

How to create a customer group

1. Go to the Lists menu, then select Manage groups.
2. Select Create customer group.
3. Add a Name and Description for the group, then select Next.
4. Select the Fields, Operator, and Values to define the group, then select Add. When you’re done, select Next. Or, you can leave these fields blank and select Next to manually add customers.
   1. For example: You can create a group of active customers in California that have an open balance of between $100 and $1,000.
5. Select Selected fields to see a summary of the fields that will be used for the customer group.
6. If you need to add customers to the group, you can search by the customers name. To remove a customer from the group, clear the checkbox next to their name.
7. If you don’t want the group to automatically update, clear the checkbox for Automatically add or remove based on fields selected in this group.
8. Select Finish.

In QuickBooks Desktop Enterprise 2021 or newer, you can also create groups for vendors.

How to edit or delete a customer group

1. Go to the Lists menu, then select Manage groups.
2. Select the customer group you need to make changes for.
3. Select Actions, then select Edit.
4. Make any edits to your fields and values, or delete them, then select Next.
5. Select Selected fields to see a summary of the fields that will be used for the customer group.
6. If you need to add customers to the group, you can search by the customers name. To remove a customer from the group, clear the checkbox next to their name.
7. Select Finish.

How to email customer groups

1. Go to the Lists menu, then select Manage groups.
2. Select the customer group to email.
3. Select Actions, then select Email.
4. Select the customers to email, then add a Subject line and Message.
5. Select Send.