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Track customers by type

When you track your customers by "type," you can analyze your customer base and use the information to help you make decisions about advertising, promotions, or special marketing campaigns.

Customer types are not displayed on QuickBooks forms, but you can create reports based on the information. You can also print mailing labels and summary statements based on customer type.

Don't use customer types for two different purposes. Choose the type of customer information that you want to track, and set up your customer types to suit that purpose. For example, don't create customer types for tracking customer categories (individual versus corporate) and your referral sources (ads, recommendations, and so on).

Industry examples

  • Accountants and CPAs

    You can create reports that show exactly where you generate the most revenue.

    Corporate

    Individual

    Track how a customer was referred

    This type of tracking can help you decide how best to promote your services.

    Advertising

    Colleague

    Other client

    Use subtypes to further break down your customer types

    For example, to the Corporate customer type, you can add Local and Out of State as subtypes.

  • Advertising firms

    If you work for customers from several industries, you might want to categorize them by their industry. Mailings could then be targeted to specific industries.

    Book publishing

    Manufacturing

    Energy

    Financial

    High-tech

    Track the different types of customers you serve

    You can create reports that show exactly where you generate the most revenue.

    Corporate

    Individual

    Nonprofit

    Track how a customer was referred

    Knowing the sources of customer referrals enables you to decide how to best spend your marketing dollars.

    Other customer

    Advertising

    Colleague

    Use subtypes to further break down your customer types

    For example, to the Corporate customer type, you can add Local and Out of State as subtypes.

  • Graphic design and print shops

    These examples are relevant to the following businesses:

    • Graphic design and printing firms

    • Writing and photography businesses

    • Service businesses

    Track the different types of customers you serve

    You can create reports that show exactly where you generate the most revenue.

    Nonprofit

    Corporate

    Individual

    Small business

    Track how a customer was referred

    Knowing the sources of customer referrals enables you to decide how to best spend your marketing dollars.

    Other customer

    Newspaper ad

    Yellow Pages

    Referral

    Drive-by

    Web site

    Track customers by industry

    You can do special mailings targeted to specific industries. For example, you may want to publicize a project you completed for a similar firm in the same industry.

    Banking

    Computer

    Health care

    Use subtypes to further break down your customer types

    For example, to the Corporate customer type, you can add Local and Out of State as subtypes.

  • Public relations firms

    If you work for customers from several industries, you might want to categorize them by their industry. Mailings could then be targeted to specific industries.

    Book publishing

    Manufacturing

    Energy

    Financial

    High-tech

    Track the different types of customers you serve

    You can create reports that show exactly where you generate the most revenue.

    Corporate

    Individual

    Nonprofit

    Track how a customer was referred

    Knowing the sources of customer referrals enables you to decide how to best spend your marketing dollars.

    Other customer

    Advertising

    Colleague

    Use subtypes to further break down your customer types

    For example, to the Corporate customer type, you can add Local and Out of State as subtypes.

  • Service businesses

    These examples are relevant to the following businesses:

    • Graphic design and printing firms

    • Writing and photography businesses

    • Service businesses

    Track the different types of customers you serve

    You can create reports that show exactly where you generate the most revenue.

    Nonprofit

    Corporate

    Individual

    Small business

    Track how a customer was referred

    Knowing the sources of customer referrals enables you to decide how to best spend your marketing dollars.

    Other customer

    Newspaper ad

    Yellow Pages

    Referral

    Drive-by

    Web site

    Track customers by industry

    You can do special mailings targeted to specific industries. For example, you may want to publicize a project you completed for a similar firm in the same industry.

    Banking

    Computer

    Health care

    Use subtypes to further break down your customer types

    For example, to the Corporate customer type, you can add Local and Out of State as subtypes.

  • Writers, photographers, and other artists

See also

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