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Level 2

I can not figure how to add customer class to an existing customer.

 
2 Comments
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QuickBooks Team

I can not figure how to add customer class to an existing customer.

Hey there, @peterguterman.

 

Class tracking can only be use to track your transactions in QuickBooks. This way, it would be easy for you to track your company expenses and see how your money is being spent.

 

If your goal is to group your customers into different segments. You can create Customer types instead. Here's how:

 

  1. Go to the Sales menu and select Customers.
  2. From the Customers screen, click Customer types.
  3. Select New customer type.
  4. Enter a name for the customer type, then Save.

 

You can also assign customer types for individual customers. Simply follow these steps:

 

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

 

In addition, you can customize your Customers page to see which types you assigned to which customers. Here are the steps:

 

  1. Go to Sales, then select Customers.
  2. Click the Gear icon right above the Action column.
  3. Put a checkmark on the Customer Type box. This will add a column.

 

If you want to get a snapshot of your customer types in QuickBooks, you can open these reports: 

 

  • Sales by Customer Type Detail report
  • Sales by Customer Detail report grouped by customer type
  • Customer Contact List report customized to add a customer type column

 

Simply go to the Reports menu and go to the Sales and Customers section. Then, choose either of the following.

 

Just tag my name in the comment section if you have other QuickBooks-related concerns. I'll get back to you as soon as I can.

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Level 2

I can not figure how to add customer class to an existing customer.

I really appreciate your input.  It has been very helpful.

 

Sincerely,

 

 

Peter

 

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