Customer, Job, and Vendor Types

Classifying customers, jobs, and vendors by type can add more dimension to the information you obtain from QuickBooks (QB).

Customer types are useful for grouping customers into categories that are meaningful to a business. You can use them alone, or in conjunction with job types. Just as with classes, don't use customer types for two different purposes. In a nonprofit business, for example, don't use customer types to track both donor categories and donor locations. (This can be done with subtypes.) In other words, customer types should be similar, not disparate.

Job types allow you to group and subtotal similar jobs on reports. Job types also allow you to determine what kinds of jobs are the most profitable. You can also use job subtypes.

Vendor types let you categorize vendors in ways that are meaningful to you. For example, you can use vendor types to classify vendors by industry, or by geographic location. Just as with customer types and job types, you can use vendor subtypes to further classify information in more detail.