QB Understanding Customer Types 1


When you create a company file using Express Start or Advanced Setup, QuickBooks automatically create a few types of customers typical to your industry. If you need to add a new type of customer, select <Add New> from the drop-down Type list above.

2. Choose List > Cutomer & Vendor Profile Lists > Customer List.
The Customer Type List window will open, then select Customer Type tab > New where a New Customer window will open. This screenshot is when you have created 3 customer types, as in the example above:


QB Understanding Customer Types 2


Type in your new Customer Type and you are done. You can also create a customer subtype of your existing customer by clicking the Subtype checking box and choose the parent type from its drop-down menu.

Now, to see the sales performance from different types of customers, select
• Reports > Sales > Sales by Customer Detail, where you will see all your sales indexed by your customer names.
• Choose Customize report tab and Modify Report: Sales by Customer Detail window will pop up.
• Select Customer type in the Total by drop-down menu.
• Select Dates and Report Basis appropriately.


QB Understanding Customer Types 3

And you will see your sales report based on your customer types:


QB Understanding Customer Types 4


Of course, depending on your business, you may want to classify your customer types differently.  Consulting business may want to classify their customers by their business industry, such a retail, manufacturing, financial, and so on; while trading company might classify them as local, Asia, Europe, Australia, and Africa.