What fields are searchable in the customer list?

I appreciate you for bringing this matter to our attention, Sarah. To ensure this information is available in your search field, you need to check the boxes for the specific details you want to display in the columns and make searchable. Let me provide the steps to include this.

1. Navigate to Sales and then go to Customers.
2. Click the small Gear icon on the right side.
3. Check the boxes next to the specific details you want to include.

Please note that when you search for the information, click on the pop-up suggestion rather than pressing the Enter key on your keyboard.

Moreover, you can also reach out to our QuickBooks Live expert Assisted team, they are available to help you with adding your customer's information and can assist you with any QuickBooks concern.

Additionally, you can run the Customer Contact List report to view all the information you need for your customers.

Let us know if you have further questions about managing your customer's information in QBO. Don't hesitate to click the Reply button, and we'll respond to you as soon as possible.

Thank you for your response. I tried putting the info that I need searchable in the "mobile" field since that was empty for the customer where I need to add the info, and I made sure it was checked as you described. When I tried to search for it, it still doesn't show up, regardless of whether I click enter or just look at the pop up. What am I doing wrong?

I value the efforts you’ve put into addressing this matter, Sarah, and I can assure you that you’re headed in the right direction.

When searching for a mobile number, ensure that you only enter the digits, omitting any characters such as dashes or parentheses. Wait for the pop-up to appear; do not press Enter or click the magnifying glass icon.

For more information on managing your custom fields, please refer to the full article:  Manage custom fields in QuickBooks Online.

Additionally, you can check these articles for more help on customizing your forms:

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Add, customize, or remove logos on sales forms.

This thread is always open for any additional questions or updates. If you need further assistance with the QuickBooks customer list, feel free to tag me anytime. I'm here to help!

Thanks for your response. I don't have a mobile number in the mobile number field. I need somewhere to put text that will be searchable, but it can't be in the customer name, address, or email. I tried it in mobile number because that field was empty. Will the search function only find numbers (not text) in the mobile number field?