Customer Type - Accounting Software Secrets
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Customer Type

Customer Type

Customer Type


By choosing a way to assign customers to a type, sales reports can be created with subtotals by type. This field is also helpful to print mailing labels for only specific types of customers. Following are a few examples to provide suggested uses for this option:

Type of business                    Use of the Type Field

Beauty salon                             Services used (i.e., hair, nails, tanning, etc.)

Computer service                     Operating platform or software version used

Construction                             Residential or Commercial

Dating service                           Referral source (i.e., word of mouth, television, radio, etc.)

Doctor                                     Insurance Company


List Limits Expanded

For most QuickBooks users, the list limit for the QuickBooks Pro and Premier products of 14,500 is sufficient.  For some, however, that is not the case.  We have been seeing increased list size for a variety of reasons.  One of the most common is the increased number of customers as the result of web site sales.  For version 6 and prior, the list limit was doubled for the Enterprise Solutions Product.  New with version 7, the Enterprise Solutions limit has been removed.

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Customers and Jobs