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A
Aaronlandon
January 8, 2024
Question

Search for customers by address using the quickbooks online app

  • January 8, 2024
  • 3 replies
  • 0 views
This no longer works. Why?

3 replies

M
Mark_AG
January 8, 2024

Hi there, Aaron.

 

I understand that doing our daily tasks, such as utilizing the search feature to search for customers by their address, is essential.

 

Sometimes, our QuickBooks Online mobile app fills too much cache, which could cause malfunctions in some features or slow down the app. We'll need to troubleshoot your QBO mobile app to ensure it runs efficiently with your phone.

 

Here are some quick steps to fix most app-related issues:

 

  1. Ensure you have a strong internet connection.
  2. Close and restart the app.
  3. Clear app data:
    • Open your device Settings.
    • Select Apps (varies by device).
    • Choose QuickBooks app from the list, then select Storage.
    • Select clear data.

 

If the problem persists, you can uninstall and reinstall the app to ensure everything works well.

 

I'd like to provide you with this article for future reference: Record invoice payments in QuickBooks Online.

 

If you require any additional information regarding searching customers by address in QuickBooks Online, please do not hesitate to reach out to the Community space. I'm more than happy to assist you with any questions or concerns.

A
AaronlandonAuthor
January 10, 2024

The problem I am having is with the quickbooks online app. Not using quickbooks online through a browser. I can no longer search for customers in the app by address. I always have been able to but now I cannot. This just started dec of 2023

K
Kurt_M
January 10, 2024

Thanks for getting back here in the thread and providing additional details about your situation, Aaron. Let's get you through this so you can locate customers through addresses inside QuickBooks Online (QBO).

 

Since you've mentioned you're using the mobile app version, we recommend clearing your app's data so you can start with a clean slate and remove those temporary data in your device. When the application accumulates several pieces of data, it changes and affects your experience. We'll write down the steps to get you going:

 

If you're using an Android device, here's how:

 

  1. Ensure the device is connected to a WIFI or internet.
  2. Go to your phone's settings.
  3. Choose QuickBooks app from the list, then select Storage.
  4. Select clear data.

 In case you're using iOS or iPad, here's how:

 

  1. Go to Settings.
  2. Select Setting General iPhone Storage and choose the QBO app.
  3. Choose Offload App. This will free up the storage without deleting your app's documents and data.

 

If the issue persists, you can uninstall and then reinstall the app. Also, ensure to install the latest version to take advantage of the updates.

 

Additionally, here's an article to help you manage invoice payments using the mobile app version of QBO: Receive an invoice payment using the QuickBooks Online mobile app.

 

Feel free to comment below if you need further assistance managing customers or have any additional concerns related to the program. Keep safe.

H
Herink
March 13, 2024

I agree - this is so frustrating!   We are in the service industry and it is more important to know the history of the address/location rather than the customer name.   Searching by name does us NO GOOD!!!!  It has to be the search by address.     If anyone found a way to search IN THE APP  please let me know.   I know you can search thru a web browser but that is cumbersome.

 

N
Nuty911
March 25, 2024

Same problem with app.  It is very frustrating I can only search by name more specifically first name.  It’s hard to remember 2000 first names especially when 80% of the time I used there last names. Need to get this fixed. It started last month not being able to search by address or last name. 

R
RoseJillB
March 25, 2024

This isn't the kind of experience we want you to have in using the QuickBooks Mobile app, @Nuty911.

 

Before anything else, I’d like to know more about what operating system (OS) you’re using to provide appropriate steps that address your concerns. 

 

If you're an iOS user, we've received similar cases or reports about the issue. I recommend contacting our support so they can add you to the affected user list. Please refer to the steps below to get in touch with them by logging into your browser:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect: Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Make sure to check our operating hours so that you can reach out to us at your convenience. To find alternative ways to contact us, please refer to the following article: QuickBooks Online Support.

 

For Android users, we can take certain steps to eliminate common problems that may arise while using the application. To begin with, we can clear the app data to refresh it and eliminate any errors that could cause the issues mentioned above. Here's how:

 

  1. Select the menu at the top right and choose Settings.
  2. Then select Refresh Data and choose Yes.

 

I've also included an article to give you a general idea of what the app can achieve. You can easily explore the software in this way: QuickBooks Online app overview. 

 

Please leave a comment in this thread to ensure everything is being taken care of. I'm more than willing to help. Take care always.

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