How do you assign a customer type to a customer in QuickBooks Online?

To assign a customer type to a customer in QuickBooks Online, you first need to select the customer whose details you want to view. Once you've accessed the customer's profile, you'll find a dropdown menu located at the top of the details section. This dropdown allows users to choose a specific customer type from a pre-defined list. By making the appropriate selection, you can categorize the customer effectively, which aids in organizing and managing your customer base.

The process emphasizes the importance of having direct access to the customer's information for accurate categorization. This method offers a straightforward approach to updating customer types as it places the selection right at the top of the customer's profile, making it easy to access and update without having to navigate through multiple menus or options.