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esilvestri
Level 1

Can you pull up a client with just a phone number?

Can a client be pulled up with just a telephone number?  I did go in the gear box and checked the box but I still cannot pull up a client with just a phone number

1 Comment 1
Carneil_C
QuickBooks Team

Can you pull up a client with just a phone number?

We have ways to look for a specific client you need, @esilvestri.

 

I'd be delighted to walk you through the steps to search for them using a phone number.

 

If you're on the Customer & Jobs page, we can modify the search filters to display the information you need. I'll show you how:

 

  1. Go to the Customers menu and choose Customer Center.
  2. Click the dropdown above the search bar and select All Customers or utilize the Custom Filter.


  3. From there, press Search Within the Results in Phone Fields.
  4. Then, enter the phone number.


  5. Hit Go to see the results.

 

However, if you mean something else, would you mind adding more details to your concern? This way, we can provide you with an accurate resolution.

 

On top of that, here's a hand article you can pull up to help you track your customers, jobs, sales, and expenses, then personalize it according to your needs: Customize customer, job, and sales reports in QuickBooks Desktop.

 

If you have further questions regarding your client information in QuickBooks Desktop, feel free to comment below. We're always here to help.

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