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January 28, 2024
Question

How to find a client from a certain city?

  • January 28, 2024
  • 1 reply
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1 reply

January 28, 2024

Hello there, kirk16.

 

Let me show you how to find a client or customer using a specific city in QuickBooks Online.

 

First, you can go to the Customers section where you'll see a search box to hunt up a certain person based on their address.

 

Here's how:

 

  1. Click Sales on the left pane.
  2. Go to the Customers tab.
  3. From the Search field, enter the address details or city of your client.

 

Aside from the Customer tab, you can also use the Advanced Search feature. You can follow the steps below.

 

  1. Click the Magnifying Glass icon.
  2. Enter the client's city.
  3. From there, you're able to see the details you'd like to view.

 

In case you need guidelines to add a sub-customer or delete your client from the list, you can read this article: Add and manage customers in QuickBooks Online.

 

I'm always here ready to lend a hand if you have other concerns about managing your customer lists, kirk16. Have a great week ahead, and stay safe.