You can use the Connex rules engine to map customer types, based on business logic. Customer type mapping is supported for QuickBooks Online and QuickBooks Desktop.
How do I find customer type in QuickBooks?
Customer type is located under the additional info tab. If you edit a customer, then you will see the field. Here is a screenshot from QuickBooks Desktop:
How do I map the type?
If you use Connex for QuickBooks Desktop, login to Connex. Click manage. Expand the advanced customer tab. In the customer type drop down, choose a customer type for all new customers.
If you want to apply a type dynamically or if you use QuickBooks Online, you must use our rules engine. This rule says apply the customer type retail, if the order number is not ABC:
- Login to our software.
- On the top right, click rules engine.
- Click action and add new rule.
- Here is an example rule.