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min
Not applicable

New customer type. I don't have a "Customer" list I have a "Client" list, and there is no place for me to add customer type. No "additional" field in my client details.

 
3 Comments
QuickBooks Team

Re: New customer type. I don't have a "Customer" list I have a "Client" list, and there is no pla...

Hi min,

 

The Additional Info tab that has the Customer Type field is only available in QuickBooks Online Plus. If you're using the Simple Start or Essentials versions, you can use the Notes field if you're currently not using it for your customers.

 

You can participate in our Feedback site and write a suggestion about placing Customer Type in the version you use. It's one way of making our engineers aware of the things you like to see in QuickBooks Online.

 

We're just around if you have other questions.

min
Not applicable

Re: New customer type. I don't have a "Customer" list I have a "Client" list, and there is no pla...

Well, that seriously bites. It will certainly keep me from recommending QBO. Can I generate reports based on the notes? How much more money do I need to poor into this company in order to be able to sort my "clients" properly?

QuickBooks Team

Re: New customer type. I don't have a "Customer" list I have a "Client" list, and there is no pla...

Thanks for getting back to us, @min.

 

You’ll be happy to know that you can generate reports based on the notes. And I’d be glad to help you with that.

 

We’ll need to customize the Transaction List by Customer/Client report to include your notes. Here’s how:

 

  1. From the left panel, click Reports.
  2. Search for Transaction List by Customer/Client.
  3. Click Customize.
  4. Select the Rows/Columns, then click Change columns.
  5. Check the box from Memo/Description.
  6. Click Run report.

You can read this article for your reference: How to Customize Reports.

 

Also, I still encourage sending feedback to our engineering team by going to the Gear icon, then selecting Feedback. This way, they can consider checking and working on the option to sort your client lists properly.

 

Don’t hesitate to leave a comment below if you have any other questions.

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