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Jul 16, 2024 12:38 PM UTC
Question

How can I pick specific customers for a contact list. There are no searchable attributes that will give me a list of the customers I need.

Original commenter did not share additional details

2 replies

Jul 16, 2024 2:14 PM UTC

Thank you for sharing those details, need memory

 

I understand that managing multiple customers can be time-consuming, and finding specific contacts should also be easy with the search function. 

 

While there are no particular attributes that you can use to look for specific customers, you can use a combination of name, address, and phone number to utilize the Search field. For example, you can type "John 2600 Marine Way" to find John's contact details.

 

On the other hand, you can also export customer data if you want a more specific or the capability to customize information. Here's an article you can use as a reference: Export customer data to Excel.

 

I'm also adding this link to learn how you can add, edit, delete, or merge customers in QuickBooks: Add and manage customers in QuickBooks Online.

 

Don't hesitate to leave a comment below if you have any other questions. I'll be right here to help.

Jul 18, 2024 11:37 AM UTC

Thats too bad. This needs attention. The reporting features should be much more customer friendly, starting with using the sales rep as a trackable customer attribute.