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thelma1
Level 1

How do I enter the customer type? Thank you

When I create a customer, I need to enter the customer type- Lime construction company, How do I start entering them?
3 Comments 3
JenoP
Moderator

How do I enter the customer type? Thank you

I'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:

 

  1. Go the Sales menu and proceed to the Customers tab.
  2. Click Customer types in the upper-right hand corner.
  3. Click New customer type, then enter the name of the customer type.
  4. Click Save

Once done, proceed to assigning the type of your customers. Here's how: 

 

  1. Go back to the customer list and click the customer's name to open it's profile.
  2. Go to the Customer Details tab.
  3. Click Edit.
  4. Go to the Additional Info tab and select the customer type that you created. 
  5. Click Save.

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. 

cleo90
Level 1

How do I enter the customer type? Thank you

I do not have this capability and want to know how to go about acquiring it.

MadelynC
Moderator

How do I enter the customer type? Thank you

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:

 

  1. Go to Customer’s page, click on Edit.
  2. Beside Billing Address, select Notes.
  3. Enter "Lime Construction Company" in the field.
  4. Press the Save button.

I've added screenshots for your visual reference:
Capture.PNG


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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