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August 2, 2025
Question

where to find and add customer types on the customer page

  • August 2, 2025
  • 1 reply
  • 2 views
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1 reply

QuickBooks Team
August 2, 2025

You can find the Customer types in the Customer Hub, littlebrook29. I'll outline the steps below.

 

Here's how:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Go to the Customer Hub and choose Customer.

  3. From the Customers screen, select Customer types.

  4. Click New customer type and enter a name for the customer type.

  5. Once done, select Save.

 

For more detailed information on the steps above, you can check out this article: Create customer types in QBO.

 

You can also tap on our QuickBooks Live Expert Assisted Team if you need some extra hands when dealing with customers and other bookkeeping tasks in QBO.

 

The Community is open all the time if you need anything else.