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Hello jennifer5,
Keeping track of your customers is an essential task for any small business owner. I want to make sure you can search for customers in QuickBooks Online, and make the most out of your account. I'll help shed some light on the options you have in regards to search fields in Online versus Desktop.
While QuickBooks Desktop allows you to search for your customers by address, QuickBooks Online uses the customer's name to locate their information. You can easily store your customer's address on the customer information page, however searching must be done using their name.
I know how handy this would be. I'd be happy to pass your feedback along to my team for review. We're always looking for new ways to improve our products.
If you've got any other questions, please let me know.
Have a great day!
This is a very important feature for our small business. Is there a request a feature form I can use? I'd love a built in task list that can be synced with the customers as well, like with the desktop version.
Hello Amanda44,
I love that you'd like to take the initiative to leave feedback yourself! We love getting feedback from users like you so we can enhance what the product provides for managing your books. Check out this article to learn how you can submit feedback whenever you'd like: How do I submit feedback?
While you're waiting for that feature, you can check out QuickBooks Online's partner apps to see if there's something available that can do what you're looking for. Click the Apps tab in the left menu and then use keywords to search. Click on an app to see information about how it works and contact details in case you need to reach out for support.
I hope that helps. Let me know if you have further questions!
Addresses are important to all businesses with a physical location, whose customers have a physical location. I must wonder if the app developed in a vacuum? Can you guys reintroduce this feature as soon as possible.
Hi Jennifer,
In your opinion, does Quickbooks cater only to B2C enterprises? What about B2B? Excluding that market would be ... crazy, right?
Let's pretend I'm not a doughnut shop (Tongue in cheek ; )
Let's pretend I am a mobile detailer, and my customers are local dealerships. These other business use my services all the time and I grow my business to a dozen or so dealerships. I'm using a spreadsheet for my business accounting (Simple things, like searching for addresses, contact names, and business names)... like most rudimentary spreadsheets can handle.
Let's continue this story, and pretend I have 8 years worth of invoices and data? Ok, now let's pick on Facebook, and Mark Zuker..whatever his name is. Let's pretend one of my two greatest dealership clients aka "FacePalm" and "FacePlant". These two dealerships represent the lion share of invoices over 8 years. My contact guy in FacePalm is Mark ZukerButt.
Now I come across QuickBooks online and load all my data into your cloud, including my customer list, and all my invoices. See where this is going yet?
Mark ZuckerButt grows tired of FacePalm, and wants to move to another company called "FacePlant", you know... broadening his horizons or something.
According to QuickBooks online, does that mean all my associated invoices with FacePalm, get FacePlanted?
Maybe..... your Database administrators might think about... using a clean primary key, divorced from the data it's associated with? Like for example a numbered customer list, where the number is the primary key and NOT the customer name? You can see why this would be catastrophic for a B2B enterprise trying to use QuickBooks?
Now we could perhaps apply a bandaid and make the name of the customer the business name, but there are so many Ford Dealerships, it becomes unwieldy with duplications, that you might want to search based on address?
Ask you Database Admin's why they didn't use a alpha-numeric system for the primary key? or better yet a hex-code? Because that would work for both B2C QQ-enterprises and B2B QQ-enterprises.
Thanks! :)
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