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T
termiteoffice
January 9, 2019
Question

Ia there a way to search for a customer by address or street name?

  • January 9, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

HoneyLynn_G
HoneyLynn_G
January 9, 2019

Hi there, @termiteoffice.

 

I'm glad to see you here in the Community. I can share some information about the search option in QuickBooks Online.

 

Yes, your request about searching for a customer by address or street name is available. Let me walk you through the steps:

  1. Click Sales on the left pane.
  2. Choose the Customers tab.
  3. On the Search field, enter the address details.

 

Another option is by using the Advanced Search feature:

  1. Click the Magnifying Glass icon.
  2. Enter the customer's address.

 

That should help you search your customers in QuickBooks.

 

Keep me posted if you have other questions about QBO. I'd be around to help you more. Wishing you and your business continued success!

    A
    abrahamovervoorde
    May 14, 2019

    This function does not seem to work. Can you help please?

    A
    Alessandra_B
    May 14, 2019

    Hey @abrahamovervoorde,

     

    I've tried the search function on my own account, and they work fine. Let me help you perform some troubleshooting steps to isolate the issue.

     

    First, you'll need to search for the addresses in a private/incognito browser. This way, we can isolate if this is a browser issue. If you're able to search for the addresses using the private/incognito browser, you'll then need to clear your browser's cache.

     

    You can use these keyboard shortcuts to open a private/incognito browser:

    • Google Chrome: Ctrl + Shift + N
    • Internet Explorer: Ctrl + Shift + P
    • Mozilla Firefox: Ctrl + Shift + P
    • Safari: Command + Option + N

    If you're still unable to search for the addresses, you may need to perform this on another browser.

     

    Also, you can pull up the Customer/Employee/Vendor Contact List report to view all the addresses you need.

     

     

    Please don't hesitate to let me know if you have any other concerns. I'll be here to help you.

    J
    jkama
    January 6, 2020

    I just found another work around... I have the App on my phone and tablet and that lets me search by address.

    K
    Karengr116
    April 17, 2020

    The only way I seem to be able to find a customer by street name is if it is a sub job.  If there is a way to find a single address, I would be grateful to learn it.  I just spent 20 minutes looking for a customer that was registered under the wife's first and last name.  I only had the husband's first name and the street name, not even the house number.  Having the house number wouldn't work, anyway, if did search it that way.

     

    I ended up going on the property appraiser's website, typing in the street name and pulled up all the homeowners that lived on that street.  Then searched each name for the person I knew was in my system.

    MariaSoledadG
    MariaSoledadG
    April 17, 2020

    Hi, Karengr116.

     

    I appreciate your time and effort in trying to perform a workaround for this.

     

    Currently, this option isn't available in QuickBooks Online (QBO). However, I have another way so you can easily find the information. You'll want to run the Customer Contact List report so you can search for the address. Let walk you through the steps.

    1. Go to the Reports tab.
    2. In the Search bar, type Customer Contact List.
    3. Click Run Report.

    You can also customize reports on how you want it to show. Please check this article for future reference: Customize reports in QuickBooks Online.

     

    Feel free to let us know if you need further assistance. We're always around if you need us.

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