Thanks for getting back here, @edenwillow.
Currently, running a report that will show both customer types and tags is unavailable. To help you with this, you can pull up Transaction List by Tag Group and export the report to excel to manually add a column for the Customer Type.
- Open the Transaction List by Tag Group report by following the steps provided above.
- Then, click the Export icon and choose Export to Excel.
- From there, you can create a new column for Customer Type.
- To guide you on which type is assigned to your customer, you can pull up the Customer Contact List Report and add a column for Customer Type.
- Once done, click Run report.
For more info on customizing your reports in QuickBooks Online, please visit this article: Customize reports in QuickBooks Online.
You may also want to reach out to our Customer Care team to further help you in performing your QuickBooks tasks.
If you have any additional concerns about running reports with tags and customer types, let me know in the Reply section below. I'm always here to help. Have a good one.
