JCelegance
Level 1
a week ago

I can't found the tap to create customer type on quickbooks online plus.

Hello,

Could someone please tell me how to find the tap to create a customer type? I have QB online plus, but after the page upgrade, the customer type tap disappeared from the top right of the page under customer.

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RCV
QuickBooks Team
QuickBooks Team
a week ago

Other questions

The option to create Customer Types in QuickBooks Online (QBO) Plus has been updated due to recent page changes, JCelegance.
 
You can now find this option on the Customer Hub page. Here’s how to get there in the current version:
 
  1. Go to My apps.
  2. Click Customer Hub.
  3. Choose Customers.
  4. Tap the Customer types tab.
  5. Tick New customer type and enter the name of it.
  6. Press Save.

 

type1.pngtype2.pngtype3.png

 

To keep track of your customer types, you can run the Sales by Customer Type Detail report or the Customer Contact List report. For more tips on organizing customers by type, see this article: Organize or sort customers by type in QuickBooks Online.

 
If you have more questions about managing customers or anything else in QuickBooks, feel free to come back to this post.
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