cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements

Reply to Message

View discussion in a popup

Replying to:
-AventadoR
Level 2

How Do I Create Customer Groups In QB Online?

Hi All. I'm currently using QB Commerce (formerly known as Tradegecko) and QB Online. The current compatibility between the two is extremely poor (e.g. one-way sync from Commerce to Online. Anything I enter into QB Online won't appear in Commerce)...it's very frustrating and I'm duplicating workflows and having to use work arounds :( 

 

Within QB Commerce, I've grouped customers because each of my Sales Team handles a different set of customers. Now, I want to replicate this within QB Online. E.g. I want 50 customers to be in a group called 'New Sales Team' and the others to be in a different group.

 

The grouping in QB Commerce lets me run reports against a specific group of customers (sales reports as well as accounting reports [payments and receipts] and helps me work out the sales teams commission. In essence, I can segregate different sides of the business.

 

How can I create these groups in QB Online?

 

I've seen articles that point to this feature in QB Online:

 

https://quickbooks.intuit.com/learn-support/en-us/customer-topics/set-up-and-assign-customer-types-i...

 

Desktop has the feature too:

 

https://quickbooks.intuit.com/learn-support/en-uk/manage-groups/create-a-customer-group-in-quickbook...

 

I very much appreciate your help. Thanks!

 

Solved

Need to get in touch?

Contact us