QB Issue Resolution:
I can walk you through assigning customer types in batch, Maeflowers!
Here’s how to do it:
- Go to Sales and select the Customers tab.
- Select the customers of the same type.
- Click Batch actions and choose Select Customer type.
You can do more things with customer types. You can pull up reports like the following:
- Sales by Customer Type Detail report
- Sales by Customer Detail report grouped by customer type
- Customer Contact List report customized to add a customer type column
They can be found in the Sales and customers section on the Reports page.
Resolution for Issue 'How do I assign customer type to multiple customers at once?' available: Yes (Solved).
Source: Intuit Community forum.
How do I assign customer type to multiple customers at once?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Batch Actions
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