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nassaneybros
Level 1

Is there a way to categorize customers into different groups?

 
1 Comment 1
vpcontroller
Level 11

Is there a way to categorize customers into different groups?

@nassaneybros 

 

"Is there a way to categorize customers into different groups?"

 

Yes, but you need a Plus plan or Advanced plan. The Customer Type feature is not available in Essentials and Simple Start.

 

Refer to this article for more information:

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

 

customer-types1.PNG

 

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