Call QuickBooks Support USA and Know How to Assign Customer Type in QuickBooks Online

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In this article you will learn how to assign customer type in QuickBooks Online. To know more call Quickbooks support USA.

For grouping your customers into different segments, you can use customer types. Customer types such as wholesalers, distributors, e-commerce, retail, friends or family. By running sales report by customer type you can find out how each customer segment is performing. Also, you can use Price rules if you want to sell your items at different prices based on customer type.

Some practical limitations:

As long as no sub-customer types exists in the Desktop version of QuickBooks customer types will import from QuickBooks Desktop

How to create a customer type?

• Select Sales from the left menu.

• Select Customers.

• Select Customer types in the customers screen on the upper right.

• Click on new customer type.

• Enter customer type name and then click on Save.

How to assign customer type to a single customer?

• Select Sales from the left menu and then select Customers.

• Search for the customer  and then click on Edit.

• Choose customer type from the drop-down in the Additional info tab .

• Click on Save.

How to assign customer type to multiple customers at the same time?

• Select Sales from the left menu and then click on Customers.

• The customers, whom you want to include in a customer type, check them off.

• Click on the Batch actions drop-down and then click on select customer type.

• From the drop-down, choose the customer and then Apply.

How to add Customer Type column?

You can customize your Customers page to see customer type assigned to your customers.

• Select Sales from the left menu and then click on Customers.

• Right above the Action column, choose the Gear icon.

• On the Customer Type box, put a check mark.

How to run a report for customer type?

To access reports that can help you to get a snapshot of your customer types follow the steps given below:

• Select Reports from the left menu.

• Choose any one of the following from the Sales and Customer section:

1. Sales by Customer Type Detail report

2. Sales by Customer Detail report grouped by Customer Type

3. Customer Contact List report customized to add a Customer Type column.

To know more on how to assign customer type in Quickbooks online  then call Quickbooks Support USA on toll free phone number 1-877-933-1633. Also, you can write us at support@quickbooksupport.net. Feel free to reach us anytime; our team of executives is 24/7 available at your service.  For more information visit, www.quickbooksupport.net. 
Location: 140 Broadway, New York, NY 10005, USA

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