QuickBooks tip: Use customer type field for better tracking, reporting

Here is a little used but very powerful field within QuickBooks – the customer type field.

Often overlooked, this field can add a whole new dimension to your QuickBooks customer data.

You can populate this field with selections that make sense for your business. You don’t have to accept the default selections that QuickBooks provides.

Here is where the “Customer Type” field lives:

Here is how to access the Customer Type database in QuickBooks. Click:

• Lists

• then Customer and Vendor Profile Lists

• then Customer Type List

Once you begin to use the customer type field, it is a snap to then begin filtering reports (i.e. sales reports) by the customer type categories you have created.

This tip is from “27 Power Tips Every QuickBooks User Should Know” by Scott Gregory.