OnlinePlus - help says to add a cust type go Sales/Customers - click on Customer Type but there is no such link on that page - have not setup customers yet ?? Help

i have a full list of customers and it still does not appear....  any other hints?

Welcome to the thread, @dgesz. Let me share information about setting up customer type to your customer in QuickBooks Online (QBO).

To assign a customer type for your customer, you can go to the Additional info section on the customer's profile. To do this, here's how:

1. In the left menu of your QBO account, click Sales. 
2. Go to the Customers tab.
3. Locate and click the customer name.
4. Click the Edit button at the upper right-hand. 
5. Go to the Additional info section and set customer type.
6. Click Save.

After that, to display the customer type on the Customers page, click the Gear icon above the Action column. Then, select the Customer Type box. By doing this, the customer type will show as a new column. In addition, the Customer types button will appear on the Customer page, where you can add a new customer type.

For more details about this process, you can check this article: Set up and assign customer types in QuickBooks Online. It also contains information on how to run a report to get a snapshot of your customer types. 

For future help, you can visit this reference for the steps to help organize your customer's name list: Add and manage customers in QuickBooks Online.

Feel free to post again if you have any other questions about QuickBooks. I'll be happy to help you out. Have a great day ahead.

The only options I see under "Additional Info" are tax exemption details, and opening balance. Where do I add or change customer type??

The only options I see under "additional info" are tax exemption details & opening balance. Where can I edit or add customer type?

I'll show you how to add a customer type, kelsey2022.

The steps I've outlined below will help you through adding or editing a customer type.

1. Go to Get paid & pay or Sales, then 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.

To assign the customer type, here are the steps.

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

You can use customer types for grouping customers into different segments. If you need to modify them or add a new customer, these articles will help you.

• Learn how to add, edit, delete, or merge customers in QuickBooks Online.
• Learn how to create and assign customer types in QuickBooks Online.

Stay in touch with me by commenting below if you need more help with adding customer types. It's always my pleasure to assist you with this.

I don't have the Customer Type button on my Customers Screen. Do I need a different version of QB for this feature? Currently using QB Online Essentials

Thanks for getting involved in this thread, @sdemke. Allow me to chime in and share some details about the Customer type feature in QuickBooks Online (QBO).

With QBO Essentials, the Customer type button or feature is unavailable for this plan. However, upgrading your QuickBooks plan to Plus or Advanced would most likely benefit your business in running and managing your accounting books and others. Also, the ability to set up a customer type for your customer is visible. 

In QBO Plus or Advance, its features are seamlessly accessible and beneficial since these plans have more improved product detail that would meet your business needs. With that, I'd recommend upgrading your QuickBooks plan if you want to have this feature in your QBO account. 

I'll guide you on how to upgrade your subscription:

1. Sign in to QuickBooks Online as a primary or company admin.
2. Go to Settings and choose Account and settings.
3. Tap the Billing & subscription tab.
4. Make sure your payment info is up to date.
5. In the QuickBooks Online section, select Upgrade your plan.
6. Review the available plans and then select Choose plan.
7. Follow the on-screen steps to upgrade your plan.

Moreover, I've added this helpful article to help you manage and update your billing subscriptions after upgrading: Manage billing, payment, and subscription info in QuickBooks Online.

Also, it includes some detailed information when changing your billing schedules and setting up direct debits.

I'd be glad to assist you further if you have any additional queries about managing your QBO account. Feel free to mention me anytime in the comments below. Take care and have a good one!