It’s little used, but very powerful within QuickBooks. It’s the “customer type” field. This often overlooked field can add a whole new dimension to your QuickBooks customer data, according to QuickBooks expert Scott Greogry.

You can populate this field with selections that make sense for your business, rather than just accepting the default selections QuickBooks provides.

Access the Customer Type database in QuickBooks by clicking Lists, then Customer and Vendor Profile Lists, then Customer Type List.

Once you start using the customer type field, it’s easy to begin filtering reports (i.e. sales reports) by the customer type categories you created.

Peak Advisers are the perfect folks to call for help making QuickBooks work better for your business.