How to set up customer types? i have quickbooks online plus, but customer types dosent show up!

Answer

Hello there, adrian_clifton22,

Assigning customer types is currently unavailable in your region. If there’s a need for you to track your income specifically to a customer, you’ll want to use Class tracking for now.

To turn on classes:

  1. Click Gear icon, then Account and Settings.
  2. Select Advanced on the left pane.
  3. In the Categories section, click the edit icon.
  4. Choose the category you want to enable and select the settings for that category.
  5. Select the Save button.

To create a class:

  1. Go to the Gear icon, and then from Lists, select All Lists.
  2. Choose Classes.
  3. Click New at the top.
  4. Enter the information.
  5. Select the Save button.

You can pull up specific reports by class. Also, I'll send feedback to our product engineers about this.

Let me know if you got additional questions about class tracking in QuickBooks.

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IntuitMaryL , Community Support Specialist
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