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September 26, 2023
Question

Can I search or sort customers by address?

  • September 26, 2023
  • 1 reply
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1 reply

September 26, 2023

Good to have you here, @luckydogsadventu.

 

QuickBooks Online (QBO) has ways on finding your customer using the address details.

 

To search for a customer using the address:

 

  1. In the left panel, select Sales.
  2. Click on Customers.
  3. In the Search bar, type the address you want to find.

To sort for the customers using the address:

 

  1. In the left panel, select Reports.
  2. On the Find report by name field, type Customer Contact List.
  3. On the left side of the report page, click the Sort drop-down menu.
  4. Choose Billing City from the Default drop-down box.
  5. Click Run Report.

I've attached an article on how to keep your customers organize: Manage your customers.

 

Additionally, you can check this article on how to manage customer statements: Create and send customer statements in QuickBooks Online.

 

Keep us posted if you have more questions about reports in QBO. Keep safe.

January 11, 2024

This feature does NOT work anymore after the last QuickBooks update.  What’s going on?  I used this feature all the time when I forgot a customers name but knew the adress.  

January 11, 2024

Attempted to request a reason, with no response.  3 times