To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.

Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.

From the left navigation bar, hover over Sales, then click "Customers".

First, we need to set up the VIP Customer Type.

Now let's assign this Customer Type to Amy's Bird Sanctuary.

Click "Edit" to open up Amy's record for editing.

Scroll to the Additional info section, then in the Customer type field, select "VIP".

Now let's see what this looks like on a report.

From the left navigation bar, click "Reports".

QuickBooks

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

fastandeasyqbo.com

Scenario: Craig has decided to consider some of his clients VIPs. That way, he can offer them special discounts in the future, if he wants to. He already knows that Amy's Bird Sanctuary is a VIP, and he will decide the others later.

How would you set this up for him?

1.8 Add a Customer Type and Run the Report

Create Customer Type

Assign Customer Type

View Report