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info74
July 25, 2023
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Quickbooks Online Customer list

  • July 25, 2023
  • 1 reply
  • 0 views

After today's update the customer list has changed. In the past once you entered the customer screen you could select the customer you wanted to work on, then once finished you could scroll down the list to select the next customer's account to work on. Now it only shows you recently accessed customers to choose from. Why would I want to select from a list of customers I already worked on? It now takes twice as long to invoice multiple customers. I'm not sure who designs these updates but they obviously have never spent time invoicing out a lot of services to multiple customers. 

Best answer by ReymondO

Hello info74 and NATSLLC, 

 

Thank you for reaching out and expressing your concerns. I'm here to provide you with more information about the Customer list function in QuickBooks.

 

With the recent update, the default display of the customer list now shows on the Recently Viewed icon, which is why you're seeing the recently accessed customers listed there.

To access the complete list of all customers, you can simply click on the Name option under the Search bar. This will allow you to freely select the specific customer you need to work on.

 

Here's how:

 

  1. Go to Sales and select Customers.
  2. Click on the name of the customer you want to work on and proceed to create your transaction.
  3. On the Right panel of the Sales window, click the Name option.
  4. You can now see all of the customers from the list and complete your tasks.

I understand your concerns about the invoicing process, especially when dealing with multiple customers. Please know that our team is actively exploring ways to optimize this experience, and we value your suggestions to help us make improvements.

 

If you'd like to share your feedback directly with our developers, you can do so by following the steps in this article: How do I submit feedback?

 

For additional reference on managing customers in QuickBooks, you can also refer to this resource: Add and manage customers in QuickBooks Online.

 

If you have any further questions or need assistance with managing your customer list, feel free to reach out. We're here to help, and we wish you continued success in your business endeavors!

1 reply

N
NATSLLC
July 25, 2023

QuickBooks can’t help themselves. They are “change happy”. Constantly changing the interface and functionality, many times for absolutely no reason whatsoever. Just when you get used to using the software, they make changes so that you have to retrain your entire staff every two months. 

    R
    ReymondOAnswer
    July 25, 2023

    Hello info74 and NATSLLC, 

     

    Thank you for reaching out and expressing your concerns. I'm here to provide you with more information about the Customer list function in QuickBooks.

     

    With the recent update, the default display of the customer list now shows on the Recently Viewed icon, which is why you're seeing the recently accessed customers listed there.

    To access the complete list of all customers, you can simply click on the Name option under the Search bar. This will allow you to freely select the specific customer you need to work on.

     

    Here's how:

     

    1. Go to Sales and select Customers.
    2. Click on the name of the customer you want to work on and proceed to create your transaction.
    3. On the Right panel of the Sales window, click the Name option.
    4. You can now see all of the customers from the list and complete your tasks.

    I understand your concerns about the invoicing process, especially when dealing with multiple customers. Please know that our team is actively exploring ways to optimize this experience, and we value your suggestions to help us make improvements.

     

    If you'd like to share your feedback directly with our developers, you can do so by following the steps in this article: How do I submit feedback?

     

    For additional reference on managing customers in QuickBooks, you can also refer to this resource: Add and manage customers in QuickBooks Online.

     

    If you have any further questions or need assistance with managing your customer list, feel free to reach out. We're here to help, and we wish you continued success in your business endeavors!

      F
      Frustrated2714
      October 10, 2023

      So all it will show is the first 1000 customers or "jobs" how do you get it to continue to scroll to all of the customers. I agree you guys are "change happy' and for those of us that use this daily it is VERY aggravating! 

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