HELP: Customers need to be part of more than one group (type) + How To?

TanyaL · ‎October 10, 2022

NOTE: This is regarding QB+, and not advanced--I saw that custom fields for customers are an option for advanced, but that is not what client has.

Hi, my client has a vending/ATM/gaming business and I need to group his customers. The only problem is that one location my have 1, 2 or 3 of these revenue streams and I'm not sure how to classify each customer.

Is there a way I could tag each customer with their corresponding stream and then search only for one of those? For example I have one location that has vending and ATM. We would like to have a definitive customer list that indicates on each record which or all of these products are at their location. I know how to use class so that I can run reports, but on a simple customer search, I may want to generate a list of just ATM clients, therefore, is there a way to "tag" the customers? If I use "type" I feel I would be limited to choosing only 1 type, instead of indicating all that are at the location.

Please help?

I'm sorry if this sounds complicated!

Tanya

Mark_R · ‎October 10, 2022

Hi there, @TanyaL.

You can utilize the customer types feature to group customers into different segments. However, this feature is only available in the Plus and Advanced versions of QuickBooks Online (QBO).

If you have subscribed to one of these versions, you can follow the process below for creating customer types and assigning them to your customers:

Sign in to your QBO account.
Click Sales from the left menu, then select Customers.
On the Customers page, click Customer types.
Select New customer type.
Enter a name for the customer type, then Save.

After creating customer types, you can assign them to individual customers or multiple customers. For more guidance, feel free to check out this article: Set up and assign customer types in QuickBooks Online.

Once done, you may want to run the Sales by Customer Type Detail or Sales by Customer Detail report. This will give you a snapshot of your customer types.

Don't hesitate to come back to this post if you have further questions about this. I'll be around to provide additional assistance.

TanyaL · ‎October 10, 2022

I'm sorry that you misunderstood the question. I need multiple types per customer NOT multiple customer per types. I left a clear example in the question. Thanks.

MichelleBh · ‎October 10, 2022

Thanks for the clarification, @TanyaL.

Assigning multiple types to customers in QuickBooks is a fantastic feature, but it is currently unavailable. In this case, I'd suggest sending feedback to our product engineer. This way, they can review your suggestions and figure out how to incorporate them into future QuickBooks releases.

Proceed to:

Go to the Gear icon on the upper right-hand.
Select the Feedback button.
Type your suggestions in the field and click Next.

The company is constantly seeking ways to improve its products. Feel free to vote, comment on ideas, and suggest your own by visiting this link: Customer Feedback for QuickBooks.

Moreover, check out the links below on how to manage customer's transactions, payments, sales forms, statements, refunds, credits, and types in QuickBooks:

Let me know if there is anything else I can do to help you manage your customers in QuickBooks. I'd be happy to assist you. Just post a comment here or start a new thread. Keep safe.

Scott202 · ‎April 05, 2023

Is this still true that you can't have multiple "customer types" for one customer?

jande17441 · ‎July 26, 2023

Can customers in enterprise be in more than one group?

Anonymous · ‎July 26, 2023

Yes, you can, @jande17441.

Adding customers will depend on the fields and values selected upon creating the Group. Thus, if the customers are classified to the fields you have selected, then you can add them repeatedly to another group.

Moreover, I’d like to walk you through creating a group in QuickBooks Desktop (QBDT):

Go to the Lists menu and select Manage Groups.
Tap the Create customer group button to start one.
In the Group Details section, enter the group Name and the Description. Then, click Next.
Select a Field, Operator, and a Value. After that, click Add then Next.
Mark checks the customers you want to add to this group in the View/select customers section.
Then, hit the Finish button and OK.

Moreover, I have an article you can refer to with complete guidelines for managing customer groups in QBDT: Create a customer group in QuickBooks Desktop.

Please don’t hesitate to comment back if you have concerns about managing customers. I’ll be around the corner to lend a hand to help. Have a good one!

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HELP: Customers need to be part of more than one group (type) + How To?