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mateen
Level 2

How to apply customer type to a specific customer?

Hi,

I have been searching for the procedure for applying Customer types to some of our customers to categorize them. Then I came to the following article:

https://quickbooks.intuit.com/learn-support/en-us/customer-topics/set-up-and-assign-customer-types-i... 

As mentioned in the aforesaid article, "On customer, screen select customer type". I don't find any menu or button saying customer type on my customers' screen.

Your help will be appreciated.

Thanks.

Solved
Best answer May 31, 2020

Best Answers
JamesDuanT
Moderator

How to apply customer type to a specific customer?

Hello mateen,

 

The Customer types feature is only available in QuickBooks Online Plus for US regions. If you're using Essentials or Simple Start, I'd recommend upgrading your subscription.

 

Once you have upgraded, the Customer type feature will appear in the Customers tab automatically. The article you've found earlier will also help you assign and set up your customer types.

 

Feel free to get back to us if you need additional help with this. Have a great day!

View solution in original post

7 Comments 7
MaryLurleenM
Moderator

How to apply customer type to a specific customer?

I'd be glad to assist you, mateen.

 

The article you attached provides the steps on how to create customer types. Applying the customer type is another task to do. Let me show you how:

 

  1. Open the Customers tab.
  2. Select the customer's name to open.
  3. Click on Edit button.
  4. On the Customer information box, click on Additional Info located at the lower right corner.
  5. Select the Customer Type from the dropdown, then Save.

Let me know if you have other things you need help with.

mateen
Level 2

How to apply customer type to a specific customer?

Thanks for replying @MaryLurleenM 

I am not even able to create any customer type.

The Customer Screen I have doesn't show the "Customer Type" menu or button. For reference, I am enclosing a screenshot of my Customer Screen. So you may able to guide me. 

Thanks

MarsStephanieL
QuickBooks Team

How to apply customer type to a specific customer?

Hi there, @mateen.

 

I'm here to guide you throughout the steps so that you can successfully add the customer type to your customers in QuickBooks Online. Please be guided by the steps below:

 

  1. Go to the Sales tab and select Customers.
  2. Choose the customer on the list you wish to modify the customer type by clicking their name. (I added this screenshot for Steps 1 and 2.)

    customer1.jpg

  3. In the customer's profile, click the Edit button located beside the New transaction button.

    customer2.jpg

  4. Select the Additional Info tab then, click the drop-down icon under Customer Type.
  5. Verify the details and click Save once done. (Also, please check below these screenshot for Steps 4 and 5.)

    customer3.jpg

 

I can see that this article can be handy in the future about managing your customers' transactions: Send online invoices in QuickBooks Online.

 

You can always get back to this thread if you need anything else. I'll be here to help you. Keep safe.

mateen
Level 2

How to apply customer type to a specific customer?

Hi 

Thanks for your reply @MarsStephanieL 

First look at the picture, you have shared:

customer1.jpg

There is a button of "Customer Types" next to New Customer. But in my Quickbooks Online, this button is not present. Just have a look at my screenshot:

Capture.JPG

I think it is the problem. Why I am being able to see that Customer Type button?

Regards,
Mateen

 

 

 

JamesDuanT
Moderator

How to apply customer type to a specific customer?

Hello mateen,

 

The Customer types feature is only available in QuickBooks Online Plus for US regions. If you're using Essentials or Simple Start, I'd recommend upgrading your subscription.

 

Once you have upgraded, the Customer type feature will appear in the Customers tab automatically. The article you've found earlier will also help you assign and set up your customer types.

 

Feel free to get back to us if you need additional help with this. Have a great day!

View solution in original post

mateen
Level 2

How to apply customer type to a specific customer?

Hi,

Thanks for the reply @JamesDuanT 

I have already subscribed to Quickbooks online Plus, but it does not feel good if this feature is only available to US Region only.

I am from Pakistan and if I am paying the same amount of money that US citizens are paying, I must get the same thing as well. What do you say?

JamesDuanT
Moderator

How to apply customer type to a specific customer?

Thanks for the additional information, mateen.

 

I'd agree that this feature should also be available for other regions. Note that features available for US regions are also rolled out to the other regions. However, we don't have a timeline on when it will be. Rest assured it will be available any time soon.

 

Feel free to let us know if you require any assistance when using the program.

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