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Connect with and learn from others in the QuickBooks Community.
Join nowHi there, @sosreports.
Thank you for reaching out to the Community.
First, let's go ahead and ensure that you've created a customer type before assigning the customer types to individual customers.
Here's how to create a customer type:
Next, once you've completed the steps above, you can now assign customer types for individual customers.
Here's how:
For more additional information with adding customer types to multiple customers, you can refer back to this article: Set up and assign customer types in QuickBooks Online.
Let me know if the steps above do the trick. If you have any more questions or concerns, please don't hesitate to comment below.
I have not donor(customer) type button to push when going to the sales-donors page. How do I add that button to the page and how do i enter new items in the donor type
Welcome to Community, @jeannie2466.
I'm here to help you locate the missing donor type button on your QuickBooks Online (QBO). The donor type button is available on all QuickBooks Online versions. If it is unavailable on your end, we can perform some basic troubleshooting steps to find the missing customer or donor type button.
Log in to your QuickBooks Account (QBO) using an incognito or private browser to view the missing donor type button. To make this happen, here's how:
You can also try clearing your browser's cache to help you access your website perfectly. You can also use a supported browser to reveal the missing donor type button.
Tracking funds can help you keep tabs on the money you receive. You can record and track funds depending on how you receive the donation.
Feel free to reach out again if you have other concerns regarding donor type button. The Community is always open to help you.
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