The customer type enables you to keep track of the different types of donors
or members (customers) you serve and gives you the information you need to
analyze your funding sources. For example, you can use the information to focus
your fundraising and outreach activities.
The customer types don't appear on QuickBooks forms, but you can create
reports based on the information. You can also print mailing labels based on
Track the types of contributors to your organization.
Track the locations of your members or donors.
Track the industries represented by your members or donors.
(For nonprofit organizations that provide services to clients) Track the
types of services you offer to clients. For example, a daycare center might
define customer types for Monthly, Weekly, and Drop-in.
Don't use customer types for more than one purpose.
Choose the type of donor or member information you
want to track and set up your customer types to suit that purpose. For
example, don't attempt to create customer types for tracking donor
categories (individual versus business) in addition to the locations of your
members or donors.
Adding a new entry to a