tags

Hey there, @dLearned. 

Nice to have you here in the Community. I'm happy to lend a hand. 

In QuickBooks Online, the ability to add tags to a customer isn't available. However, we can set up customer types. Customer types are used to group customers into different segments. I've included some steps to create a customer type below. 

1. Select Sales, then choose Customers.
2. From the Customers screen, click on Customer types.
3. Tap on New customer type.
4. Enter a name for the customer type, then Save.

To assign customer types for individual customers:

1. Select Sales, then choose Customers.
2. Find the customer. Then select Edit.
3. Go to the Additional info tab and choose customer type from the drop-down.
4. Click on Save.

For additional information about this process, check out Set up and assign customer types in QuickBooks Online. 

Let me know if this approach works for you. I'll be here every step of the way. Take care and have a wonderful week ahead! 

Thank you for your reply.  I have gone to the Customer Screen, but I do not see "Type" anywhere.  Is this an optional setting?

I appreciate your prompt reply, @dLearned.

You'll want to ensure you have the QuickBooks Online (QBO) Plus to assign a customer type. Let's go to your Billing & Subscription and page and check the version of your QBO. I'd be glad to guide you on how.

1. Go to the Gear icon. 
2. Select Account and settings.
3. Click the Billing & Subscription tab. 

If you don't have the Plus version, you'll want to upgrade your QBO subscription. However, if you already have the Plus plan, I suggest accessing your account in a private or incognito window. This way, we can check if this is a browser cache issue.

The junk files stored from the browser can affect the performance of your account. Using a safe window doesn't save any cache files. Thus, it's a great tool in identifying the issue. To open a private window, you can use these keyboard shortcuts for guidance.

Press keys: 

• Ctrl + Shift + N (Google Chrome browser)
• Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
• Command + Shift + N (Safari browser)

If you're able to assign a customer type, I recommend going back to your regular browser and clear its cache. This deletes all the junk files and optimizes your browser performance. If this is not the case, I propose using other browsers to check if this is a browser-integrated issue.

I've also added these resources that you can read for reference. These guides you on how to send an invoice to your customer that allows them pay online:
 

• Sign up for QuickBooks Payments 
• Connect your QuickBooks Payments account to QuickBooks Online
• Take and process payments in QuickBooks Online

You can always count on me if you have other concerns about assigning customer types in QBO. It's always my pleasure to help you run your business seamlessly. Keep safe and have a good one!

Thank you for your prompt replies.

It seems we do not currently have QBO Plus at this time, and as it is a significant jump in cost (double), I need to evaluate whether it is worth it or not.  Now if Plus provided the ability to create work orders from estimates, THAT would be a game changer.