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Level 2

customer center

I was updating an invoice in the Customer Center. Fat-fingered something and deleted a line of my invoice.  I cancelled what I was doing, intending to reopen the invoice to make the correction.  But the customer was gone from my list.  I searched for the customer name and an entirely new, blank customer center list opened, with just that one customer.  When I take the customer's name out of the search box, the rest of the list reappears.  I cannot see anything different in the setup of the customers.  Any ideas why this is happening?

Solved
Best answer 04-02-2019

Best Answers
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Level 8

customer center

Type command F for Find and type in the name of the customer.  Do they show up?  Look for an invoice that was written for the customer.  What name appears on it? Perhaps you've changed their name. 

 

File->Utilities->Rebuild is worth a shot of neither of these work. 

View solution in original post

7 Comments
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Level 8

customer center

First I would try closing and relaunching QB.

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Level 2

customer center

That was the first thing I tried, and no, the customer record doesn't reappear in the main list. 

Highlighted
Level 8

customer center

Type command F for Find and type in the name of the customer.  Do they show up?  Look for an invoice that was written for the customer.  What name appears on it? Perhaps you've changed their name. 

 

File->Utilities->Rebuild is worth a shot of neither of these work. 

View solution in original post

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Level 2

customer center

Found the customer. For reasons unknown, the system stopped sorting him by his last name and started sorting him by his first name.  I had merged two records that had showed up for him, but both had his name the same way, so don't know why this happened. At any rate, problem solved. 

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Anonymous
Not applicable

customer center

It's nice to see you here again, @ejinayoshi,

 

I appreciate you performing the solution provided by our best contributors in this forum, and updating us about the outcome of the steps. I'm glad it pointed you to the resolution you need.

 

To avoid this hitch from happening again, make sure your QuickBooks Mac software version is up-to-date. To do that, follow the steps below:

  1. Go to the QuickBooks Desktop menu.
  2. Click on Check for QuickBooks Updates.
  3. Click Install Update, if there's a new version of your QuickBooks Desktop.
  4. When prompted, click Install and Relaunch. Once completed, your QuickBooks Desktop for Mac will automatically launch.

I've attached here a related article to guide you with updating your QB Mac software: Update QuickBooks Mac Desktop

 

Should you ever have any other questions that I can help you with, please feel free to mention me anytime. Have a wonderful and productive week!

Highlighted
Level 3

customer center

Does the Customer Center with all the contact information transfer over from desktop pro to online version?

Thank you.

Student ABC

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Moderator

customer center

There are certain customer information that won't convert to QuickBooks Online, StudentABC.

 

You can check this article for the list of information: What to expect when you switch from QuickBooks Desktop to QuickBooks Online. Click the Customers and jobs portion to open the info. You can also check other data if the information can be converted to QBO. 

 

Check these articles for future reference:

Let me know if you have other questions about the conversion.

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