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ALARMNETADMIN
July 11, 2018
Solved

HOW TO CREATE CUSTOMER GROUPS

HOW CAN YOU CREATE A CUSTOMER GROUP UNDER CUSTOMERS?

 

WE HAVE CUSTOMERS BUT WE WANT TO MAKE A SEPARTE GROUP TO HELP IDENTIFY IT BETTER?

 

Rustler
RustlerAnswer
Level 15
July 12, 2018

@ALARMNETADMIN

 

In the customer center, sort of.  You can create a dummy customer with the group name and make members of that group sub customers - as a way of organizing the list

 

If you want more than that kind of thing, please explain what you need

View in thread

21 replies

ClayJ
ClayJ
July 11, 2018

hello, @ALARMNETADMIN.

 

Thanks for stopping by the QuickBooks Community. I'm happy to offer assistance with your question. Do you mind telling me what version of QuickBooks you're using? Leave me a comment below when you get a chance, so I can provide you the help you need. I'll be on standby, waiting for your response.

ALARMNETADMINAuthor
July 13, 2018

HELLO Sorry for the late response,

 

I am using QB 2016 - Premier contractors edition.

 

Thanks

AlcaeusF
AlcaeusF
Level 14
July 13, 2018

Hey there, ALARMNETADMIN.

 

Have you already tried to follow what @Rustler provided? If not, allow me to provide you that steps on how to do it.

 

Here's how:

 

1. Go to Customers menu at the top, then select Customer Center in the drop-down.

2. Click New Customer & Jobs on the upper left, then New Customer.

3. On the CUSTOMER NAME, enter the group name, then select OK.

4. Right-click the name of the group that you created then choose Add Job.

5. On the JOB NAME, enter the name of your customer.

6. Once done, click OK.

 

Follow the steps 4 to 6 to add the other customers. I also attached some screenshots for your reference.

 

 

 

That should do it! Please let me know if you have additional concerns. I'm always here to help you out.

Rustler
RustlerAnswer
Level 15
July 12, 2018

@ALARMNETADMIN

 

In the customer center, sort of.  You can create a dummy customer with the group name and make members of that group sub customers - as a way of organizing the list

 

If you want more than that kind of thing, please explain what you need

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