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pamela22
Level 2

I have donors and vendors, but want to add clients. How do I add that type?

 
1 Comment 1
DHeraV
Moderator

I have donors and vendors, but want to add clients. How do I add that type?

Hi, @pamela22! You're in the perfect spot to get help with your customer-related question in QuickBooks Online (QBO).
 

Adding a client as a customer type would be a walk in the park in QuickBooks. Let me walk you through the steps for a seamless process:
 

  1. In your QBO account, hover over the Sales tab, then select Customers. Note: Images contain dummy information.
  2. On the Customer page, click on Customer types, then select New customer type.

  3. Enter Client as your customer type, then Save.

 

After adding it, you can proceed to create a new customer to serve as your client. Here's how:

 

  1. In the Customers section, click on New customer.
  2. Enter the necessary information. In the Additional info section, choose the Customer type to Client.
  3. Once done, click Save.

 

For detailed information, kindly visit: Set up and assign customer types in QuickBooks Online.
 

You can also check out this article to learn how to send statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.
 

Keep me posted if you require further assistance with adding customer type or if you have additional QuickBooks-related queries. I'll be around to guide you through. Keep safe!

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