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Dura Trailers
July 27, 2022
Question

Can you capture customers Identity numbers and also be able to search via these numbers is it possible?

  • July 27, 2022
  • 1 reply
  • 0 views
I want to create a new customer and add the Identity number, and when searching for this customer again search via the id number

1 reply

M
Mark_R
July 27, 2022

Hi there, @Dura Trailers.

 

I've come to share information about adding identity numbers when entering customers in QuickBooks Online (QBO).

 

Currently, there isn't a field where you can add an identity number when creating a new customer. As an alternative, you can consider utilizing the Customer display name field and enter the customer identity number from there. This can also help you search using the ID number.

 

In addition, while this option isn't available, I suggest submitting feedback directly to our product engineers. This way, they can review your request and add it to the future update. To submit feedback, you can go to the Gear icon and select Feedback. Then, enter your suggestion and click Submit.

 

You may also want to view the status of your sales transactions in your QuickBooks Online. You can go to the Sales menu and select All Sales.

 

We're always here to listen if you have concerns regarding other features. You're welcome to post again or leave a reply below.

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