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How do I look up a customer by their phone number on QuickBooks mobile

How do I look up a customer by their phone number on QuickBooks mobile?

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Best answer 06-01-2019

Accepted Solutions
QuickBooks Team

Re: How do I look up a customer by their phone number on QuickBooks mobile

Hello there, @Taramare.

 

Let me help provide some insights about searching for customers by using phone number in QuickBooks Online (QBO) mobile app. 

 

The QBO mobile app is a simplified version of the program. Currently, there isn't an option to look up a customer by their phone number using QBO app. However, you can do this by accessing your company via a supported browser. 

 

You can use the Magnifying glass icon to search a customer by phone number. Capture.PNG

 

You can also pull up the Customer Contact List Report to show your customer's information including the phone number. Here's how:

  1. Go to Reports in the left navigation bar.
  2. Type in Customer Contact List in the search box.

For additional reference, you can check this article to learn more on what features are supported on mobile devices: Compare mobile app features

 

Please know that you're always welcome to post if you have any other concerns. I'll be around to help you out. Have a good one. 

1 Comment
QuickBooks Team

Re: How do I look up a customer by their phone number on QuickBooks mobile

Hello there, @Taramare.

 

Let me help provide some insights about searching for customers by using phone number in QuickBooks Online (QBO) mobile app. 

 

The QBO mobile app is a simplified version of the program. Currently, there isn't an option to look up a customer by their phone number using QBO app. However, you can do this by accessing your company via a supported browser. 

 

You can use the Magnifying glass icon to search a customer by phone number. Capture.PNG

 

You can also pull up the Customer Contact List Report to show your customer's information including the phone number. Here's how:

  1. Go to Reports in the left navigation bar.
  2. Type in Customer Contact List in the search box.

For additional reference, you can check this article to learn more on what features are supported on mobile devices: Compare mobile app features

 

Please know that you're always welcome to post if you have any other concerns. I'll be around to help you out. Have a good one. 

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