I suggest you ...

Customer "type"

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.

Sincerely
Martin Heimann
Orange Translations Ltd.

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    79 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        Is anybody out there? Hello?? 3 years and counting on a request for an application you already have on other versions. Why are you neglecting your online users? We need 'Customer Type'...Hello?? (Is this thing ON???)

      • Wesley Black commented  ·   ·  Flag as inappropriate

        PS: customer types feature will allow me to determine the value of a particular marketing source. Very important feature for business. Please implement!

      • Wesley Black commented  ·   ·  Flag as inappropriate

        I agree. This is a much needed feature. I did find the column in the report, but don't see any controls for managing the customer type. What's going on here?

      • Richard McBride commented  ·   ·  Flag as inappropriate

        It's there already Folks. Just INCREDIBLY difficult to find. not very INTUITive basically.

        Go To Reports > Sales&Customers > Customer Contact List.

        Run and Customise this reports columns and you'll notice "Customer Type" is clearly shown....very odd? I'm sure all yours are blank as there's no way to add this in QBO edit customers directly.

        Work-Around. Upload a Customer List and you'll see you can import "Customer Type" :)

        Welcome to Quickbooks Online where work-arounds are often more useful than built-in features

      • Darren B commented  ·   ·  Flag as inappropriate

        If you go to Sales -> Customers

        There is a "Customer Types" button. If you click on that, there is a "New Customer Type" button

      • Anonymous commented  ·   ·  Flag as inappropriate

        Just cancelled our subscription. On-line version is useless to us without Customer Type.

      • Arnon Rosan commented  ·   ·  Flag as inappropriate

        How is it possible that QBO has omitted customer type. Its just baffling that the developers see this is a critical request from the community yet completely ignore it. They work on useless features and omit the easiest to program feature of all. Just amazingly non-responsive to the needs of customers

      • Kate Sperry commented  ·   ·  Flag as inappropriate

        ANY WORD FROM QBO STAFF ON THE ADDITION OF CUSTOMER TYPES? THIS IS A MUST HAVE FEATURE. PLEASE QBO PLEASE ADD BACK SOME THE OF THE FEATURES YOU ALREADY HAVE ON DESKTOP

      • Ryan commented  ·   ·  Flag as inappropriate

        This will keep me from using qbo. This, along with not having custom fields.

      • DebMarshall commented  ·   ·  Flag as inappropriate

        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!)

      • Anonymous commented  ·   ·  Flag as inappropriate

        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.

      • javier commented  ·   ·  Flag as inappropriate

        is there an app that can supplement the fact that QBO designers failed to recognize the importance of having customer types?

      • Charlotte commented  ·   ·  Flag as inappropriate

        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.

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