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Use the Customer Type list

How do I display this list?

Go to the Lists menu, choose Customer & Vendor Profile Lists, and then click Customer Type List.

What you store in this list

This list shows the customer types you've set up. In QuickBooks, you use customer types to categorize customers and jobs in ways that are meaningful to your business.

Examples

  • Commercial photographers might use customer types to record a customer's primary interest: graduation, portraiture, weddings, and so on.

  • Building contractors might use customer types to record a client's market segment: residential, commercial, industrial.

  • Doctors, dentists, or other health professionals might use customer types to record a patient's insurance company.

Once you've assigned a customer type to each customer, you can create reports that provide useful information about the customers you serve. For example, if you've categorized your customers by market segment, you can create a separate sales report for each segment.

Managing your customer types

Click Customer Type at the bottom of the list to add, edit, or delete customers. You can make a customer inactive, sort the list in alphabetical order, print the list, and more.

To view reports related to this list, click Reports at the bottom of the list.

KB ID# H_LIST_INFO_USE_CUST_TYPE_LIST
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