I would like to be able to assign more than one customer type to customers so I can use it for filtering/sorting.

Good day, @PhilipR.

Thank you for asking the Community. I can share some information about assigning a customer type in QuickBooks Online.

Currently, you can only assign one customer type per customer. As a workaround, you can use the Class feature. You can assign this to your customers every time you create a transaction. There are also available reports which you can filter/sort.

Here's how to turn on class tracking:

1. Click the Gear icon.
2. Choose Account and Settings.
3. Select the Advanced tab.
4. Go to the Categories section and put a check mark on the Track Classes box.
5. Update other necessary setup.
6. Click Save.
7. Click Done.

Here are the steps in adding classes:

1. Select the Gear icon.
2. Select All Lists.
3. Choose Classes.
4. Select New at the top.
5. Enter the information.
6. Select Save.

After activating the feature and adding classes, you already have the Class field when creating a transaction.

For in-depth information, please refer to this article: How to set up and use class and location tracking.

On the reporting side, there are filter and sorting options available. For your guide, you can check this link: How to customize reports.

That should get you going today, PhilipR

Just let me know if you have follow up questions about the class feature. I'd be happy to answer them all for you. Have a wonderful day.