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Experienced Member

HOW TO CREATE CUSTOMER GROUPS

HOW CAN YOU CREATE A CUSTOMER GROUP UNDER CUSTOMERS?

 

WE HAVE CUSTOMERS BUT WE WANT TO MAKE A SEPARTE GROUP TO HELP IDENTIFY IT BETTER?

 

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Best answer 07-12-2018

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Established Community Backer ***

Re: HOW TO CREATE CUSTOMER GROUPS

@ALARMNETADMIN

 

In the customer center, sort of.  You can create a dummy customer with the group name and make members of that group sub customers - as a way of organizing the list

 

If you want more than that kind of thing, please explain what you need

QuickBooks Team

Re: HOW TO CREATE CUSTOMER GROUPS

Hey there, ALARMNETADMIN.

 

Have you already tried to follow what @Rustler provided? If not, allow me to provide you that steps on how to do it.

 

Here's how:

 

1. Go to Customers menu at the top, then select Customer Center in the drop-down.

2. Click New Customer & Jobs on the upper left, then New Customer.

3. On the CUSTOMER NAME, enter the group name, then select OK.

4. Right-click the name of the group that you created then choose Add Job.

5. On the JOB NAME, enter the name of your customer.

6. Once done, click OK.

 

Follow the steps 4 to 6 to add the other customers. I also attached some screenshots for your reference.

 

 

 

That should do it! Please let me know if you have additional concerns. I'm always here to help you out.

13 Comments
QuickBooks Team

Re: HOW TO CREATE CUSTOMER GROUPS

hello, @ALARMNETADMIN.

 

Thanks for stopping by the QuickBooks Community. I'm happy to offer assistance with your question. Do you mind telling me what version of QuickBooks you're using? Leave me a comment below when you get a chance, so I can provide you the help you need. I'll be on standby, waiting for your response.

Established Community Backer ***

Re: HOW TO CREATE CUSTOMER GROUPS

@ALARMNETADMIN

 

In the customer center, sort of.  You can create a dummy customer with the group name and make members of that group sub customers - as a way of organizing the list

 

If you want more than that kind of thing, please explain what you need

Experienced Member

Re: HOW TO CREATE CUSTOMER GROUPS

HELLO Sorry for the late response,

 

I am using QB 2016 - Premier contractors edition.

 

Thanks

QuickBooks Team

Re: HOW TO CREATE CUSTOMER GROUPS

Hey there, ALARMNETADMIN.

 

Have you already tried to follow what @Rustler provided? If not, allow me to provide you that steps on how to do it.

 

Here's how:

 

1. Go to Customers menu at the top, then select Customer Center in the drop-down.

2. Click New Customer & Jobs on the upper left, then New Customer.

3. On the CUSTOMER NAME, enter the group name, then select OK.

4. Right-click the name of the group that you created then choose Add Job.

5. On the JOB NAME, enter the name of your customer.

6. Once done, click OK.

 

Follow the steps 4 to 6 to add the other customers. I also attached some screenshots for your reference.

 

 

 

That should do it! Please let me know if you have additional concerns. I'm always here to help you out.

Experienced Member

Re: HOW TO CREATE CUSTOMER GROUPS

I am a pest control company - im using qb for the accounting and I would like to create groups to use for promotional. Example: Monthly, Quarterly, and EOM.  I have like 300 monthly customers. Would it make sense to put 300 regular customers under a group name? Wont hurt nothing? Im concerned that because there down a level, they will be lost or forgotten. I want to be able to report on those groups and export if I should need to. I am trying to interface to mail chimp. If I can get the groups to be sent out to mailchimp, that will help our daily processes dramatically. Thanks in advance

Established Community Backer ***

Re: HOW TO CREATE CUSTOMER GROUPS


@tecboy696 wrote:

I am a pest control company - im using qb for the accounting and I would like to create groups to use for promotional. Example: Monthly, Quarterly, and EOM.  I have like 300 monthly customers. Would it make sense to put 300 regular customers under a group name? Wont hurt nothing? Im concerned that because there down a level, they will be lost or forgotten. I want to be able to report on those groups and export if I should need to. I am trying to interface to mail chimp. If I can get the groups to be sent out to mailchimp, that will help our daily processes dramatically. Thanks in advance


No, making customers, sub customers of a dummy customer titled for the group name will not affect anything, you still sell to the sub customer

 

to interface with mail chimp, you run a customer contact list, customize the columns for the email address,name, etc that you need, and export to excel. 

this explains various importing options, other options at the bottom are what you will need as I remember

https://mailchimp.com/help/import-contacts-from-other-services/

Experienced Member

Re: HOW TO CREATE CUSTOMER GROUPS

Thanks Rustler,

 

Starting to understand this thing better now that I am getting some questions answered.

Community Contributor **

Re: HOW TO CREATE CUSTOMER GROUPS

Hello

 

I'm using QuickBooks Version 4.0.7-217 (online). How can I create customer groups in this version?

Moderator

Re: HOW TO CREATE CUSTOMER GROUPS

Thanks for providing your QuickBooks version, CyndyR.

 

I can give some details on how to create customer groups in QuickBooks Online (QBO).

 

While we are unable to create customer groups in QBO, I have a workaround to share. You can add a customer type in their profile. Then, run the Customer Contact List report and sort it by customer type.

 

I'll be happy to show you how:

 

To add a new customer type:

  1. Choose the Sales menu.
  2. Choose Customers at the top.
  3. Click the Customer types button.
  4. Select New customer type.
  5. Enter the needed detail and click Save.

image.png

image.png

To assign:

    6. Choose the Sales menu, then choose Customers at the top.

    7. Select the customer's name, then click Batch actions.

    8. Choose Select customer type.

    9. Add the type, then click Apply.

image.png

 

To customize the report.

  1. Click Reports on the left pane.
  2. Enter and choose Customer Contact List in the search field.
  3. Click the Customize button.
  4. Under Rows/Columns select Customer Type.
  5. Click Run report.
  6. Select the Sort button, then choose Customer Type.

image.png image.png

 

The screenshots show these steps as well.

 

Here's an article that may come in handy: Set up and assign customer type.

 

That information should get you back in order. I'd like to make sure that you're able to resolve this concern, so please let me know how that works. Best regards. 

Community Contributor **

Re: HOW TO CREATE CUSTOMER GROUPS

@PreciousB Thank you.

 

However, your solution is only for running the contact list report. What about sales reports when generating statements? And how can I see invoices for just a particular group (customer type) of customers?

Moderator

Re: HOW TO CREATE CUSTOMER GROUPS

Currently, we can only group the Statement List Report by Customer and other date ranges (Day, Week, Month, and etc.), Cyndy.

 

Thanks for sharing your idea about adding the Customer Type filter/function to the sales reports. I'll let our Product Development Team know about this. They'll evaluate and put it into consideration for future product updates.

 

You can always get back to us if you need anything else.

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Active Member

Re: HOW TO CREATE CUSTOMER GROUPS

How do you do this for existing customers though without creating them new.  I don't want to loose their historical data, but want to streamline how to find people in a group in customer center.

QuickBooks Team

Re: HOW TO CREATE CUSTOMER GROUPS

Hello there, JJHS Cheer.

 

You can follow Rustler's suggestion. You can create a dummy customer with the group name and make the members a sub-customer. This way, you won't lose their historical data. 

 

First, let's create a dummy customer. Here's how:

  1. Click Sales, then go to the Customers tab.
  2. Click New customer, then enter a desired group name.
  3. Click Save

Then, make the member a sub-customer. Here's how:

  1. Choose a customer, then click to open the profile.
  2. Click Edit.
  3. Put a check mark in the Is sub-customer box.
  4. Click the Enter parent customer drop-down arrow, then choose the group name. 
  5. Click the Bill this parent drop-down arrow, then choose Bill this customer.
  6. Click Save.

I've got screenshots to guide you.

 

 

 

 

 

You can leave a comment below if you have more questions. We'd be happy to answer them.