QuickBooks for Mac 2014 User’s Guide 129
Categorizing for more insight into your business
QuickBooks provides several different ways for you to categorize information to get better insight into what’s
going on in your business.
Customer and job types
When you’re running reports, would it help to know what group of customers is generating the most sales? If you
knew that, then you could identify areas to focus your business. You can do this with customer types. For example,
if you have categorized your customers by market segment, you can create a separate sales report for each
segment.
Customer types are just a category of customer that means something to you. Once you have assigned a customer
type to each customer in the Customer Center, you can create reports that organize the data by customer type.
To create a customer type, choose Lists > Customer & Vendor Profile > Customer Type. Then when you can assign
the customer type to a user in the Customer Center.
Examples of customer types
Here are some examples of customer types that might be useful to you.
• By industry: Manufacturing, Financial, Technology, Publishing, Health Care, Banking
• Different types of clients you serve: Corporate, Individual, Non-Profit, Government
• How a client was referred: Other Client, Advertising, Colleague. (Knowing the sources of client referrals can help
you decide how best to spend your marketing dollars.)
• Different types of clients you serve: Residential, Commercial, Individual. (This lets you create reports that show
exactly where you generate the most revenue.)
• Record a client’s market segment: Residential, Commercial, Industrial
• By location: North Bay, South Bay, East Bay, Local, Out of State, International
• Type of membership: Complimentary, New, Renewal.
• Job title: Marketing Executive, Director
• Order type: Catalog Order, Phone Order, Internet.
• A customer’s age: 55 and Under, Over 55 (You can then track senior citizens who may be eligible for discounts
or special mailings.)
• Donation type: Donor, Patron, Corporate Sponsor, Subscriber
• Frequency of service you provide: Monthly, Weekly, Drop-In
• By service tier: One-Time, Basic, Premium
• By type of rental: Sublet, Tenant, Property Manager. (A tenant who gets a discount on rent in return for doing
some on-site residential management, such as collecting rent or taking care of small repairs.)
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