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).
Accountants and CPAs
You can create reports that show exactly where you generate the most
This type of tracking can help you decide how best to promote your
For example, to the Corporate customer type, you can add Local and Out of
If you work for customers from several industries, you might want to
categorize them by their industry. Mailings could then be targeted to specific
Knowing the sources of customer referrals enables you to decide how to best
spend your marketing dollars.
Graphic design and print
These examples are relevant to the following businesses:
Graphic design and printing firms
Writing and photography businesses
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
Public relations firms
Writers, photographers, and
Adding a new entry to a