Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
MarsStephanieL
QuickBooks Team

Reply to message

Hi there, @mateen.

 

I'm here to guide you throughout the steps so that you can successfully add the customer type to your customers in QuickBooks Online. Please be guided by the steps below:

 

  1. Go to the Sales tab and select Customers.
  2. Choose the customer on the list you wish to modify the customer type by clicking their name. (I added this screenshot for Steps 1 and 2.)

    customer1.jpg

  3. In the customer's profile, click the Edit button located beside the New transaction button.

    customer2.jpg

  4. Select the Additional Info tab then, click the drop-down icon under Customer Type.
  5. Verify the details and click Save once done. (Also, please check below these screenshot for Steps 4 and 5.)

    customer3.jpg

 

I can see that this article can be handy in the future about managing your customers' transactions: Send online invoices in QuickBooks Online.

 

You can always get back to this thread if you need anything else. I'll be here to help you. Keep safe.

Need to get in touch?

Contact us