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September 19, 2023
Question

New Customer not showing up when searched for

  • September 19, 2023
  • 1 reply
  • 0 views

Whenever I make a new customer, I can no longer search for them using the quick search feature on the customers page. I've tried first name, first and last name, phone number, email address.. QuickBooks knows that there is a customer with that name, but only selectively. If I quick search them they don't come up, but if I go through my customers one-by-one, I can find them. And if I try to create a new customer with the same information, QB knows that there's already a customer with that name. 

I tried making a test customer to see what would happen and same thing. I can't search for it. This is a big problem. And it's like it just suddenly out of nowhere happened. Anyone have a solution?

1 reply

September 20, 2023

We appreciate you for coming here, @Jim-signs.  We recognize the challenge you encountered when searching for a customer name. Let me share some insights and help you how to fix this bug.

 

In the meantime, let's perform some troubleshooting steps to determine if this is a browser-related issue.

 

Let's start by opening your QBO account via incognito mode to avoid storing cache data. Accumulated data from your regular browser may cause odd behaviors while navigating QBO. We can use the shortcut keys below as shortcuts:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

Then, try to search for customers. If this works, clear the cache of your regular browser to remove accumulated data. If the issue persists, you can use another supported browser or device. It might be that the current one you're using has a temporary issue with the program. 

 

Additionally, I encourage personalising your sales forms in QuickBooks. This helps you create attractive, professional-looking invoices, estimates, and sales receipts.

 

I suggest getting back on this thread if you need assistance managing your customer list. I'm always here to back you up.