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Chapter 9. Setting Up Services, Customer... > Customer, Job, and Vendor Type Lists

Customer, Job, and Vendor Type Lists

In a submenu of the Lists menu, under Customer & Vendor Profile Lists, you find several types of other lists. Of particular interest here are the Type lists. Types enable you to further break down your lists into subgroups that make sense for your business. Following are three examples:

  • If you sell merchandise, you might have different terms for wholesale, commercial, and retail customers. QuickBooks can account for these as Customer types.

  • As a wedding photographer, you might have a standard picture package you offer and a deluxe package. Each service can be identified in QuickBooks as a Job type, under the main item Job Photography.

  • As a restaurateur, perhaps you purchase consultation and marketing services to come up with plans to bring in more customers. You do not group these transactions in the same expense category with ordering paper cups and food inventory. In this case, you’d set up two Vendor types.


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