Dear Sir or Madam,
Why is the "customer type" feature missing in Quickbooks Online? It is such a basic feature that I'm shocked to hear that you forgot to include it in the Online version! I'm considering cancelling my subscription. The ability to categorize customers is so basic, and with your "location" and "class" function it just cannot be done. As your support staff explained to me, these features only allow to categorize transactions, not customers. But I need to run reports for certain customer groups, and I certainly do not want with hassle of selecting a "location" or "class" on every single invoice we issue. That's just nuts.
I hope you have this in your development pipeline and will be able to release it soon.
Orange Translations Ltd.
This will keep me from using qbo. This, along with not having custom fields.
I am a new user to QB Online, having used other offline versions, and this oversight of basic accounting needs surprises the heck out of me. I probably would NOT have chosen QBonline had I known (and a few other glaring oversights in the online version!)
Jeanette Blackson commented
Yes, we definitely need a customer type!!!
Yes.. a needed feature, that shouldn't be too hard to add
Please add customer type to QBO. The work-arounds are clumsy!
The 'customer type" is a huge issue!! This needs to be added ASAP! I have to balance certain Customers expenses to a GL. I now have no way to do that! This is a major problem for me.
is there an app that can supplement the fact that QBO designers failed to recognize the importance of having customer types?
Totally agree. I use customer type to identify groups of customers to whom I may need to send a specific email. Without this I am stuck. A big limitation.
Customer and Types can be handled from a reporting perspective using QBO, SharePoint, and Power BI. Take a look at this blog post https://sp4smallbiz.com/2016/10/21/using-power-bi-sharepoint-online-to-solve-the-quickbooks-online-type-void/
Tricia Anderson commented
Customer Type filter
Cathy Deale commented
Add Customer Type so we can separate customers into retail and wholesale
Please add Customer and Supplier Types.
I have several types of clients and it would be good if I could sort and report them by type. I was able to do this in the desktop version and it was very helpful. Specifically I have subscription clients and it was nice to be able to see where I was with A/R on these clients in a glance.
Absolutely need customer type. This is a showstopper for me. We use customer type to delineate how a customer found us ... helps us with our marketing. We run monthly reports to show where our work comes from. Not only that, it helps me determine what our marketer is paid on and what they are not. Without that I'm sunk. Please let us know when this will be available in Online.
Add Customer Types
You must add "Customer Type." This is a huge issue not having with Quickbooks Online.
Please add ability to assign Customer Type to customer card during set up. This is especially frustrating for those transferring from QB desktop as we seem to be losing all this data. Being able to report by customer type is really important....
Add the customer type and vendor type features to online
Eric Burnside commented
Allow for customer segmentation or categorization by adding a customer type field, and allowing users to assign their customers or clients to different categories.