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I would like to merge several Customer Types into a single Customer Type.
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Thanks for posting in the Community space, @Songcrafterliz1.
You can create subtypes of so you can classify them into a single customer type. I'll guide you how:
Also, you can only merge Accounts, Customers, and Vendors in QuickBooks Desktop that will help organize track of your finances.
In case you need to run sales or customer-related reports, click this article: Customize customer, job, and sales reports in QuickBooks Desktop. It also contains links on how customize vendor, item , and payroll and employee reports in QuickBooks.
I'm also adding the link where you can find articles that cover common questions in QuickBooks Desktop as future reference: Help articles.
Leave a comment down below for any questions. I'm here to keep helping. Take care!
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