Question

Is there a way in the Canadian version of QBO to assign a customer type to each customer to be able to run reports? If so, what version is it in and how do you set up?

Forum|Forum|7 years ago
May 24, 2019
4 replies
4 views

No text available

QuickBooks Online

Level 5

Hi Emily,

Thanks for reaching out and asking your question in the Community. This is a great place to seek advice and share ideas.

If you're looking to assign a type to your customers, I'd recommend using the Class Tracking feature, which is available in QuickBooks Online Plus. Class Tracking helps monitor different segments of your business so you can run reports depending on your needs. You'll simply create "categories" as classes for each customer invoice, so that every time this customer makes a purchase, you're able to flag their transactions using classes.

Take a look at this helpful article titled, "How to set up and use class and location tracking".

If you have any other questions regarding class tracking, please let me know. I'd be happy to help.

Have a great day!

E

emily11Author

Thanks, I did see that, but I'm looking to assign it to the customer and not the individual invoice. I can do it on quickbooks desktop - so just trying to see if I can do it in the online version. I can assign a catergory to the 'other' box with the customer information, but I don't know how to pull the report based on 'other'.

Thanks,

EMily

AddieC

Level 5

Thanks for getting back to me, Emily.

I see what you're saying now. At this time, the only way to track categories for your customers in order to generate reports is to assign a class to their invoices and transactions.

I can see how adding this to your customer would be a handy feature and it would definitely save you time. I'd be happy to share your feedback with the software development team. We're always looking for ways to improve our products, and this is a great suggestion.

Please don't hesitate to reach back out if you have any other questions for me.

Cheers!

D

DevotedDreamer

I noticed that Customer Type is an option in the Customer Contact List as a column. But I can't find any way of adding a Customer Type to a customer. Why is the option there if it doesn't really exist? I find this is the same in a lot of the reports - there seems to be so many options for columns that you can include on the report but half of them don't even apply (not to mention if you include too many columns and your report runs off the screen, good luck scrolling over - at least this is what I have found).

P

pondball

That is frustrating isn’t it. Perhaps it is a “work in progress” and it’s there to tease us? Dunno, but I’d really like to see it back in, with customizable customers types.

K

kreynolds

I was also just looking into adding this. We have several very different revenue streams and I'm trying to build an email list with specific messaging to each stream. Due to the nature of our business(es) it would be very confusing to one customer group to receive a message directed to another. Definitely should be implemented asap!

J

jmkentel

Hi! I am also on the Canadian version and was searching for this and finally found it. I have a button on the main customer screen - to the right of the New Customer Green button where I can add customer types. Hope that helps you!

J

jmkentel

oops...I meant my other right :)

J

jmkentel

Hi again,

I took a screen shot of the place you can add customer types (at least on my version, CDN QBO Plus). Once you create the customer types then you can go into 'additional info' on the customer detail screen and choose one for that customer. The reports, however aren't that great. I have sent in feedback asking for the filter of customer type to be added on all reports that can be filtered by customer.

R

rj-lionsbaycoffee

I have been able to locate the area to add new customer types (on the main customer screen, in the top right corner is a button to the left of 'New Customer' says 'Customer Type')

I have added new customer types, but they are not appearing in the drop down in the 'Additional Info' section on the customer profile.

I am using QBO Plus, in Canada. Is there a lag on the info being updated? Do I need to wait for it to propagate through my account?

Seems like a valuable tool, that is easy to use, but is not working as it should...

H

Henock K

QuickBooks Team

Hi rj-lionsbaycoffee,

Thanks for joining this thread. QuickBooks Online is a flexible program that simplifies the way you manage your books. I'd be glad to provide you with information regarding the assignment of customer types to customers.

Once you have added a customer type, the system gives you the option of assigning it to customers. If they don't appear, this may be due to browser cache and cookies. Cache and cookies can prevent the system from functioning efficiently. I encourage you to take the following steps to perform browser troubleshooting.
.

Clear browser cache
Try in a private browser window
Use another browser type
Make sure you're using supported browsers
Turn off any ad and popup blockers temporarily.

If you're still having trouble assigning a customer type to customers, I recommend that you contact our customer support as they can have a closer look at how to resolve this. Here are some options available to reach out to our team.

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram. Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET

Let me know if you have any questions, I'll be happy to help.

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