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the80lady
August 18, 2017
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How to find a customer by address.

  • August 18, 2017
  • 2 replies
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The help site insists there's no way yet to search for a customer by address.  There IS a way!!  Go to Reports; select Customer Contact List; hit "Ctrl+F" (find).  A small box appears in the upper right-hand corner of the screen.  Type in the address or a portion thereof.  All matches will be highlighted.  Just scroll down to find them.  

      Best answer by ParkwayInc

      Ctrl + F is one of the best kept hidden secrets to use with QuickBooks Online.  It has a lot of different applications including finding a specific bank rule in a long list of rules, or my favorite is matching checks that are part of a deposit from the undeposited funds window. Here is a video demonstrating the process.

       

       

       

      2 replies

      ParkwayInc
      ParkwayIncAnswer
      August 19, 2017

      Ctrl + F is one of the best kept hidden secrets to use with QuickBooks Online.  It has a lot of different applications including finding a specific bank rule in a long list of rules, or my favorite is matching checks that are part of a deposit from the undeposited funds window. Here is a video demonstrating the process.

       

       

       

        MegBarbolini
        MegBarbolini
        August 19, 2017

        This is a fantastic tip. Ctrl+F really comes in handy in so many ways. You can even customize the columns that display on the Customer Contact List to find even more information. You can add columns for phone number, credit card expiration date, default payment method, and more!

         

        Thanks for giving us a great way to do more with QuickBooks, @the80lady! @ParkwayInc thanks for sharing that video too - I love the QB tricks you share :smileyhappy:

          lynda11_2
          lynda11_2
          August 19, 2017

          love this Meg!  Keep them coming!

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