Other Questions
It’s nice to see you in the Community, eddie-paterson.
Helping you out assigning customer types is my priority. Let’s create the retail customer/business customer types and then assign each one to the appropriate customer.
- Go to the Sales menu on the left panel to select Customers.
- This will display the list of all your clients.
- In the upper right, tap the Customer types menu to choose the New customer type button.
- Enter the name in the New customer type field and then hit Save. For example, retail or business customer.
- Follow the same process to add another customer type.
After adding them, assign each type to the appropriate client. Here’s how:
- Go to the Sales menu on the left panel to select Customers.
- From the list, click on the client’s name to view more details.
- Hit the Edit button to access the Customer information window.
- Choose the Additional info tab and press the Customer Type drop-down to select the appropriate type you want to assign.
- Click Save to keep the changes.
Please know the Customer type option is only available in the Plus or Advanced version. If you're using QBO Essentials, you can consider upgrading to any of the mentioned versions to use the feature. Visit this page to view each of the product's features and benefits. Then, click on the Buy now button if you want subscribe: QuickBooks.
For more insights about the Customer type feature, see the Set up and assign customer types in QuickBooks Online article. It covers the steps on how to assign customer types to multiple customers and steps to customize the Customers page.
Feel free to post again if you have any other questions about QuickBooks. I'll be happy to help you out. Have a great day ahead.
