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How to Create a Customer Group in QuickBooks Desktop?


Topic starter

Want to know how to create customer group in QuickBooks desktop? Well, in that case make sure to read the post till the end. We are going to discuss the complete set of steps that can be performed to create a customer group in QuickBooks. QuickBooks desktop allows the user to create a customer group  in QuickBooks 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. To know more make sure to read the post till the end,  or contact us at 1-844-405-0906.


Steps to create a customer group in QuickBooks

The below steps can be followed to create a customer group in QuickBooks.

  • The very first step is to head to the lists menu and then pick manage groups
  • Go for the create customer group
  • Add a name and description for the group and then hit next tab
  • Choose fields, operator, and values to define the group, and click on add.
  • Hita click on next.
  • One 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
  • Later on, the user should go for the selected fields to see a summary of the fields that will be used for the customer group
  • For adding customers to the group, the user can spot by the customer’s name.
  • Inorder to delete a customer from the group, the user needs to clear the checkbox next to their name
  • Ifthe user doesn’t want the group to automatically update, then the clear the checkbox for automatically add or remove based on fields selected in this group
  • Hit finish tab

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Coming to the end of this post, we expect that the reader might be able to deal with the error successfully. But if for some reason, the user isn’t able to, then getting in touch with our experts at 1-844-405-0906 is recommended. We are a team of technically sound QuickBooks tech support professionals, who work round the clock to provide best possible support services instantly.