QuickBooks Online: Creating Customer Types

This help document covers:

How to set up Customer Types in QuickBooks
Use Cases for Customer Types in CrikSales
Displaying Customer Types in CrikSales

How to set up Customer Types in QuickBooks

Creating Customer Types

You can define your 'customer types' in QuickBooks by going to Customers, clicking 'Customer Types', and clicking 'New customer type'.

There, name your customer type and click 'save'.

You'll then be able to assign a customer type to your customers in QuickBooks.

Assigning Customer Types

Drill down into a customer by clicking the customer name on the Customers list in QuickBooks.

Once you're on the customer details, click 'Edit'.

This will open the Customer screen. Scroll to find the 'Additional Info' section. There, select the customer type you'll use as the price list. Make sure you click on Save.

Repeat this process with each customer you wish to assign a type to.

Use Cases for Customer Types in CrikSales

Customer types can be used to assign a sales rep to a customer. Click here for more information on this.

Customer types can be used to assign a price list/price level to a customer for the purpose of offering special item pricing. For information on this, click here.