Transactions

I can share another way to create customer groups in QuickBooks, -AventadoR.

The feature to create customer groups is unavailable in QuickBooks Online UK. Thus, we're unable to assign customer types. As a workaround, I suggest making the New Sales Team a parent customer and the 50 customers as sub-customers.

Here's how:

1. Go to the Sales menu and then select Customers.
2. Select New Customer.
3. Enter the New Sales Team as a name.
4. Type in the necessary details.
5. Click on Save.
6. Once done, let's create sub-customers.
7. On the Customer information, enter the details of the customer.
8. Place a checkmark in the Is sub-customer checkbox, select the New Sales Team on the drop-down list.
9. Click on Save.
10. Repeat the process for the rest of the customers.

Additionally, I've added an article that'll help you organize your customer and supplier transactions. This helps you get clearer insights on your sales, expenses, or profitability by business segment: Create and Manage Classes.

You can get back to us if you have other concerns or follow-up questions. Our assistance will be sent right away.