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I have seasonal customers. I would like to make them into a group so I don't have to look up each contact individually.

I bill buy the storm
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Re: I have seasonal customers. I would like to make them into a group so I don't have to look up ...

Good day, inwind. There are two ways to add your seasonal customers in a group.

 

First, we'll need to create a type of customer where your seasonal customers will be assigned. Let me guide you how:

  1. Select Sales, then select Customers.
  2. From the Customers screen, select Customer types.
  3. Select New customer type.
  4. Enter a name for the customer type, then Save.

 

Here's how to assign a customer type to a single customer:

  1. In the Customer section, click the name of the customer.
  2. Click the Edit button at the top right and select Additional Info.
  3. Click the Customer Type drop-down arrow. Then, select the customer type's name.
  4. Lastly, hit the Save button.

 

Another way is to assign multiple customers to customer type. Here's how:

  1. In the Customer section, check off all the customers you want to include in a customer type.
  2. Select the Batch actions drop-down. 
  3. Choose Select customer type.
  4. Then, choose the customer type from the drop-down. Then select Apply.

 

Once everything is set up, you can add the Customer Type column by clicking the Setting (small Gear icon) in the Customer section. This way, you can view all your seasonal customers.
Capture23.PNG

 

Aside from that, you can run the Customer Contact List report and customize this to view them. These steps will surely view them in the report:

  1. Click the Customize button at the upper right corner.
  2. Hit the Filter section and put a check inside the Customer Type box.
  3. Click the drop-down arrow for the Customer and select the customer type's name.
  4. Then. hit the Run report button.
    Capture22.PNG

That will do it. Tag me anytime if you have other questions about setting up some transactions or information with QuickBooks. Have a good one! 

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