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Hi trung1987,
As long as the relevant details are entered on the customer's information, you can use the customer search function in QuickBooks Online to search by name, address or phone number:
You can also save documents as attachments to your customer information:
If you are looking more for an app that will integrate with QuickBooks Online to help you manage your customers, you can check out the App Store for options. While these are third parties and we are unable to provide recommendations, each app has FAQs, customer reviews and so on so you can see what other QuickBooks users have experienced and recommend.
-Kass
Consider having a CRM app to integrate with your QBO. You may start exploring from these apps
https://freshsales.grsm.io/quickbooks
https://youdontneedacrm.com/?fpr=fiat34
Hope it helps.
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