Do you have a large list of customers in your QuickBooks database and you are finding it difficult to manage your customers? Well, QuickBooks makes it easy for you to manage your customers. You can easily create a customer group in QuickBooks Desktop that falls into a similar criteria such as location, customer type, or customer’s status. Creating an automated statements, sending payment reminders, or creating mailing lists for particular customer groups may help you in managing your business way more efficiently.

How To Create A Customer Group

  • From the main menu, go to Lists > Manage groups.
  • Click on Create customer group.
  • Provide a Name & Description to the group and then click on Next.
  • Choose Fields, Operator, and Values for separating the group from others and then click on Next. You may also leave these sections unfilled and choose if you want to add customers manually.
    • For example: Create an active customers group who lives in New York and have an opening balance of $100 & $1,000.
  • Review the summary by clicking on Selected Fields.
  • You may also add customers to the group by just searching by the customers name. You need to remove the checkmark of the respective customer for removing a customer from the group.
  • From the checkmark from Automatically add or remove based on fields selected in this group checkbox if you don’t want automatic updates for the group.
  • Click on Finish.

The QuickBooks Desktop Enterprise 21.0 also allows you to create separate groups for vendors.

How To Edit Or Delete A Customer Group

  • From the List menu, choose Manage groups.
  • Choose the customer group to which you will be making modifications.
  • Click on Actions and then Edit.
  • Make required changes to the fields and values. You can also remove them. Once done, click on Next.
  • Review the summary by clicking on Selected Fields.
  • You may also add customers to the group by just searching by the customers name. You need to remove the checkmark of the respective customer for removing a customer from the group.
  • Click on Finish.

How To Email Customer Groups

  • From the Lists menu, choose Manage groups.
  • Choose the customer group that you want to email.
  • Click on Actions and then select Email.
  • Choose the customer, add a Subject line and Message if required.
  • Click on Send.

Frequently Asked Questions

Who will be able to create and edit a customer group?

The QB Desktop admin or other user is provided full access to the customer center. Only that user can create and edit customer groups.

For QuickBooks Enterprise Users, each user has access to the vendor center and all of them can create vendor groups.

Who will be able to delete a customer group?

A QuickBooks Desktop admin is the only user who can delete a customer group. If you are using the group for payment reminders or automated payments, the group can’t be removed.

If you are using QuickBooks Desktop Enterprise, and the group contains restricted access, the User role needs to be unlinked to delete the group.

Reach Us For Help

The provided steps should be helpful for you in creating a customer group in QuickBooks Desktop. These groups allow you to manage all your customers without much complexities. However, there can be situations when you might not be able to add several customers. This can happen if you try to add a damaged customer data to the group. In such situations, you can dial our toll-free QuickBooks Support Phone Number +1800-324-6955 to get a complete solution for your QuickBooks errors and issues.

Create A Customer Group In QuickBooks Desktop

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