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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:



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