Other questions

Thanks for getting back to me, bylllc.

Allow me to help you further with retrieving your customer's history in QuickBooks Desktop.

To prevent any delays in response time, you can implement the steps below to optimize the performance of your QuickBooks Desktop.

Company Preferences:

1. Log in to your company file as the Administrator.
2. If in multi-user mode, go to File > Switch to Single User Mode.
3. Once in single-user mode, go to the Edit, and then choose Preferences.
4. From the left menu, select Bills.
5. Select the Company Preferences Tab.
   1. Clear the Warn about duplicate bill numbers from the same vendor check box.
   2. Select Yes in the Save Changes window.
6. From the left menu, choose Items & Inventory.
   1. Clear the Warn about duplicate purchase order numbers.
   2. Click Yes in the Save Changes window.
7. From the left menu, choose Sales & Customers. Clear these check boxes:
   • Warn about duplicate invoice numbers.
   • Warn about duplicate Sales Order numbers.
   • Click Yes in the Save Changes window.
8. From the left menu, choose Search.
   1. Clear the Update automatically checkbox.
   2. Click Yes in the Save Changes window.
   3. When all of the company preferences are set, click OK.

You can check out this recommended article for detailed steps and instructions: Resolve QuickBooks Desktop performance issues: Manage your data file.

Anytime you have questions or if you ran into a different situation with retrieving your customer's history, please let me know. I'll zip right back to you.