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scott@mongooseon
March 13, 2022
Question

We set up a new customer, but if you do a general search, they don't come up in the "contacts" section of the dropdown search results. Any idea why?

  • March 13, 2022
  • 1 reply
  • 0 views
The customer does appear if you go to customers and do a search and hit enter. But again, not in the initial dropdown...

    1 reply

    J
    JamaicaA
    March 13, 2022

    Thanks for making your way to the QuickBooks Community, @scott@mongooseon. I’d be happy to help find your newly entered customer.


    In QuickBooks Online, the general search you mentioned is used for transactions related. That’s why your customer won’t appear when you search for them through it.


    You’ll want to go to the Customers page for your customer’s profile. From there, you'll see your customer's details where you can edit and create a new transaction. 


    For more information about adding and managing customers, feel free to check this article. This will help you keep track of your customer’s profile and transactions.


    I’ve also included these resources to help you create invoices and receive its payments:

     

     

    If you have other customer related concerns, just drop a comment below. I’ll be here to help you with the next steps to get you on track and back to business.

    S
    scott@mongooseonAuthor
    March 13, 2022

    Thanks. We were able to find it before, but what's concerning is that it doesn't show on the quick search dropdown menu. 

     

    In QuickBooks Online, the general search you mentioned is used for transactions related. That’s why your customer won’t appear when you search for them through it.

     

    There is a transaction for this one, and indeed the transaction shows up. But in the past, the customer record would also show up under "contacts" - the next section after "transactions" in the quick search. But this one, unlike the others before, is NOT showing up there. We're wondering why, and it makes a bit of extra work to have to drill down to the customer page and do a search there each time.

     

    So... why do some customers show up in the quick search > contacts section of the dropdown, and others don't?

     

    Thanks!

    J
    JonpriL
    March 13, 2022

    Hello @scott@mongooseon,

     

    Thank you for keeping us updated with the results. Let me offer help and share how you can better work with the result suggestion while searching for your transactions.

     

    To start with, I was able to locate the name in the specific invoice I'm looking for while utilizing the advanced search. In most cases, the frequently accessed page resources stored on your browser may affect your browsing experience.

     

    They can cause unexpected browser problems like how the said feature is not working its function as the name under the Contact column is not showing as expected. Let's consider logging in to your QuickBooks Online (QBO) account using a private or incognito window so we can isolate this issue. To do so:

     

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

     

    If this works, you can clear your regular browser's cache so the system can start fresh and remove the unnecessary browsing history that covers the storage of your browser. But if you get the same results while following the suggestion above, use a different browser app instead.

     

    Also, our Community Help Articles related to your account and company management allow you to browse for references while working with us. In this reference, you're able to read through the steps commonly used to review and configure your accounts and settings.

     

    If there's anything else that I can help you with aside from utilizing the search option in QBO, please let me know by leaving any comments below. I'll be here to lend a hand. Stay safe!

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