Account management

Let me walk you through how to assign the customer type you've created, westcoastnursery.

In QuickBooks Online, you need to manually assign the customer type. And, I'm glad to show you how:

1. Select Sales, then choose Customers.
2. Find the customer, then click Edit.
3. Go to the Additional info tab and choose customer type from the drop-down.
   
4. Click Save.
   
   

Then, you can customize the Customer page to see which types you assigned to which customers. Here's how:

1. Select Sales, then choose Customers.
2. Select the Gear icon right above the Action column.
3. Put a checkmark on the Customer Type box.
   
4. This will add a column.
   
   

In case you need to move a customer or vendor contact lists, check out this link for instructions: Import customer or vendor contacts to QuickBooks Online.

Let me know if there's anything else I can do to help you today with QuickBooks. Just tag my name, and I'll get back to you.