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.
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???)
Note above is from 3 years ago. QBO still doesn't have 'customer type' feature.....
Wesley Black commented
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
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
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
If you go to Sales -> Customers
There is a "Customer Types" button. If you click on that, there is a "New Customer Type" button
Karl Sexton commented
Still. 3 YEARS later..no Customer Type
M. Truluck commented
Customer Type is much needed!
Just cancelled our subscription. On-line version is useless to us without Customer Type.
Arnon Rosan commented
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
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
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/