Do you know the process to create a customer group in QuickBooks desktop? Well, if not, then reading this article ahead would be surely of much help to you. QuickBooks desktop allows the user to create groups of customers that match certain criteria for things like location, customer type, or the customer’s status. The user can create automated statements, send payment reminders, or create mailing lists for specific groups of customers. This involves a simple step by step process, which we will be discussing later in this article. Thus, make sure to stick around till the end and unleash the entire process.
You can also get in touch with our professionals, and speak to our support team via our toll-free customer support number i.e. +1-844-539-0188. Our experts will help and guide you in the process to create a customer group in QuickBooks desktop.
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Steps to create a customer group in QuickBooks
The process to create a customer group in QuickBooks desktop are as follows:
- First of all, the user needs to move to the lists menu and then choose manage groups
- After that select the create customer group
- Followed by adding a name and description for the group and then choose next tab
- Also, select fields, operator, and values to define the group, and click on add.
- Once done, click on next. Or you can leave these fields blank and also select next to manually add customers
- Such as: The user can create a group of active customers in California that have an open balance between $100 and $1000
- The next step is to select the selected fields to see a summary of the fields that will be used for the customer group
- Now, in case you need to add customers to the group, the user can spot by the customers name. To delete a customer from the group, the user needs to clear the checkbox next to their name
- In case you don’t want the group to automatically update, then the user needs to clear the checkbox for automatically add or remove based on fields selected in this group
- The last step is to select finish tab
The QuickBooks desktop enterprise 21.0 user can also create groups for vendors.
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Process to edit or delete a customer group
The user can follow the below steps to edit or delete a customer group:
- The first step is to move to the lists menu and then choose manage groups
- Also, choose the customer group needed to make changes for
- And then select actions tab and choose edit option
- Once done with that make any edits to the fields and values, or delete them and hit next
- After that select the selected fields to see a summary of the fields that will be used for the customer group
- In case you need to add customers to the group, and then the user can spot by the customers name. In order to remove the customer from the group, the user needs to clear the checkbox next to their name
- The last step is to select finish tab
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Steps to email customer groups
- The user is supposed to move to the lists menu, then choose manage groups
- Followed by, selecting the customer group to the email
- Now, select actions and select email tab
- Once done with that choose customers to email, and then add a subject line and message
- Lastly, choose send tab
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To wrap it up!
We end the article over here, with the hope that the information above might work in creating a customer group in QuickBooks desktop. But if in case you get stuck at any point of time or in case you have query, give us a call right away at our QuickBooks pro support number i.e. +1-844-539-0188. We are a team of technically certified professionals, who work round the clock to provide the best possible support services.
