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Experienced Member

In the Customer Contact List Report, how do I search for a name? My list is 30 pages long and I'm tired of scrolling down...

 
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QuickBooks Team

Re: In the Customer Contact List Report, how do I search for a name? My list is 30 pages long and...

Greetings, @steve12.


Thanks for posting in the Community. I can help search for your customer’s name in the Customer Contact List Report.


You can customize the report and filter the Customer column to only show the name you’re looking for. Let me show you how:

  1. On the Contact List report, click the Customize button.
  2. Click Filter to expand it, then select Customer.
  3. Enter the customer name on the Customer drop-down. Once it appears, select it.
  4. Hit Run report.

 

 

Here’s an article with additional insight about customizing reports: Reports.


Another way to do this is by pressing CTRL + F on your keyboard. A box should appear at the top where you can enter the name, and the system will highlight it for you. Hit Enter to go to the customer information.

 

 

That should do it. Touch base with me here if you need anything else, I’m more than happy to help. Have a good one!