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Level 1

How do i do customer segmentation in Quickbooks? basically assign different filterable tags to the customers under different categories.

 
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QuickBooks Team

How do i do customer segmentation in Quickbooks? basically assign different filterable tags to the customers under different categories.

Hello, AlHatimi,

 

QuickBooks Online has the Customer Type option to group customers into different segments. However, the feature is currently unavailable to the global version.

 

You'll want to use the class feature to separate your customer transactions.

 

To enable the Class Tracking feature, you can follow these steps:

 

  1. Go to the Gear Account and Settings.
  2. Click the Advanced tab.
  3. In the Categories section, and put a check mark on the Track Classes box.
  4. Select Save and then Done.

Here's an article for more details: Turn on class tracking in QuickBooks Online.

 

You can also visit our QuickBooks Blog to see the latest feature release.

 

I'm just a post away if you have any follow-up questions or other concerns. Thanks.