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fouz.sanfarina@g
Level 1
posted
‎January 18, 2023 09:40 PM
last updated ‎January 18, 2023 9:40 PM

I am not seen customer type option in customer field quickbooks plus

 
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1 Comment 1
TirzahC
QuickBooks Team
QuickBooks Team
‎January 19, 2023 12:14 AM

I am not seen customer type option in customer field quickbooks plus

Hello, fouz.sanfarina.

 

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

 

I'd recommend sending a feature request to our developers' team. Let me guide you with these steps:

 

  1. Go to the Gear icon on the upper right-hand.
  2. Select the Feedback button.
  3. Type ''customer type option'' in the field and then click Next.

 

We can take a look at this QBO article from the US region for more details about grouping customers by type: Set up and assign customer types in QuickBooks Online.

 

As your business grows, we can refer to this article to learn more about organizing and keeping track of your customers: Add and manage customers in QuickBooks Online. It covers how to update your client's details.


Feel free to comment here if we have other QuickBooks-related concerns aside from customer types. I'll get back to help. Have a great weekend and stay safe!

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