In the QuickBooks Online customer notes field, enter "Type:CustomerType." (no quotes, end with period), where "CustomerType" is the customer type.  So, if you categorize customers by wholesale versus retail, for your wholesale customers, you would enter "Type:Wholesale." in the notes field.  For your retail customers, you would enter "Type:Retail." in the notes field.

The next time Crik-IT syncs (15 to 30 minutes), the customer type will appear in Crik-IT.

If you don't want to wait, you can manually sync your customer data:

1. Log into Crik-IT as a Crik-IT Administrator
2. Go to the Tools tab
3. Click on the Crik-IT / QuickBooks Config Menu
4. Click on the Sync Your Data button
5. Click Let me choose what to sync
6. Click Sync Customer Data
7. When the sync is done, click on the button to return to the Config Menu, then click the link at the top of the page to return to Crik-IT.