top of page

Assigning Channel to QBO Customers

"Can you assign a channel to customers in QuickBooks?"


Had a conversation with a founder last week that went like this -


"Do you use channels as a dimension in QuickBooks?"


"No, can QuickBooks Online do that?"


"Sure can. I just wrote about it on LinkedIn this week."


"But can you assign channels to customers in QuickBooks? My bookkeeper won't know which is which."


Sadly, no - this is not a feature that is currently available in QuickBooks online.


In this case, I would recommend one of two things (both easy):


1) Making it part of your customer invoicing process to refer to a cheat sheet (on a shared drive) with all the customers and their associated channel


2) Including the channel in the Customer Display Name:



Recent Posts

See All

Taking the Leap: When to Go All-In

When a startup idea is buzzing around your brain, it can keep you up at night, fuel your conversations, and whisper sweet nothings of...

Choosing NetSuite

NetSuite was my bread and butter for a good bit of my time in consulting, but I don't talk about it much these days, because my clients...

Comments


I'd love to hear more about your founder journey and see how we can help you know your numbers and Win the CASH FIGHT.

 

Please fill out the form here so we can connect soon.

​

Need more information? Read about the services I offer, or learn more on my blog.

TM

Thank you! We’ll be in touch.

Website Footer.png

© 2025 by The CPG CFO, LLC   . The CPG CFO, LLC is not a CPA firm.

201 E Methvin St, Unit 1253, Longview, TX, 75606

Privacy Policy | Terms of Service | Cookies Policy

  • Instagram
  • LinkedIn

®

bottom of page