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The option to create Customer Types in QuickBooks Online (QBO) Plus has been updated due to recent page changes, JCelegance.
You can now find this option on the Customer Hub page. Here’s how to get there in the current version:
- Go to My apps.
- Click Customer Hub.
- Choose Customers.
- Tap the Customer types tab.
- Tick New customer type and enter the name of it.
- Press Save.
To keep track of your customer types, you can run the Sales by Customer Type Detail report or the Customer Contact List report. For more tips on organizing customers by type, see this article: Organize or sort customers by type in QuickBooks Online.
If you have more questions about managing customers or anything else in QuickBooks, feel free to come back to this post.
