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Buy nowI'll show you the steps on how you can set up and assign a customer type in QBO, thelma1.
First, create a customer type by following these steps:
Once done, proceed to assigning the type of your customers. Here's how:
Please know that we have a specific type of report that will sort sales transactions according to customer type. Just look for the Sales by Customer Type Detail report in the Reports menu.
Let me know if you need additional help when adding details to your customer profiles.
Thanks for joining the thread, @cleo90.
I’m here to share some information, so you’re able to add customer type in the QuickBooks Online.
The ability to set up and assign customer type is currently available to Plus and Advanced version only.
If you’re using Simple Start or Essential, you can use the Note feature instead as a workaround. Let me show you how:
I've added screenshots for your visual reference:
For any customer and sales topics moving forward, you can check this video tutorial to learn extra knowledge. This resource has a great article on how other features work in QuickBooks.
You can count on me if you have any other concerns. I'll take care of them for you. Take care.
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