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September 18, 2024
Question

Why can I not find my customer by name, but I can locate by invoice number? I have a customer who appears to be entered correctly but we cannot find by searching name?

  • September 18, 2024
  • 1 reply
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1 reply

September 18, 2024

I've got you covered in locating customer names on the search icon in QuickBooks Online (QBO), robin. That way, we can easily look for them.

 

Since your contacts or customer names are not displaying in QBO, we can perform troubleshooting steps to help address the unusual behavior.

 

Let's access your QuickBooks and locate them using a private window. A private window is a helpful tool for troubleshooting browser-related difficulties, as it won't preserve any history. The following are the keyboard shortcuts:

 

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

 

Once done, it is recommended to clear your browser's cache or cookies to avoid similar issues in the future. Alternatively, opting for one of the supported browsers can also be an option.

 

Furthermore, you can start managing your customers if you need to edit or merge them. Aside from that, you can use reports to get insights into your best-sellers in the business: 

 

 

I'm always here if you require additional help managing customers or sales transactions. The Community always has you back. Take care!