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L
lindak1119
Level 7
December 11, 2018
Solved

How can I search customer notes for certain text?

  • December 11, 2018
  • 2 replies
  • 30 views

We desperately need to be able to search our customer notes sections as that is where we enter their technical account details. We have over 900 customers, so clicking into each one when needing to find something (for example, their equipment serial number) is not efficient. When we use the search bar at the top of the customer list, it appears to not be searching the notes sections. Is there any way to do this in QuickBooks?  (Maybe there is a glitch in QB?-- When I copy an existing customer's notes into a new note in a "test customer" account it will sometimes pull up with a search. I'll type in the text and it will pull up the test customer but not the real customer. ...)

Best answer by lindak1119

Hi elautomation,

I'm here to help! Let's get this sorted out.

You can easily search your customers note in QuickBooks. There's a search function for notes in QuickBooks Desktop:

Here's how:

  1. Open your company file in QuickBooks.
  2. At the top menu bar, click Customers.
  3. Choose Customer Center.
  4. Beside the search bar on top of the customer list, double click the magnifying glass icon.
  5. The Custom Filter will pop-up.
  6. On the Search option, choose All Customers.
  7. On the in drop-down menu, choose Notes.
  8. You can now enter the word on the search bar For.
  9. Click Go.
This will pull up the customer you are looking for in reference to the note you search. (Please see screenshot below)

Please let me know if you need more help. Thanks!


2 replies

L
lindak1119AuthorAnswer
Level 7
December 11, 2018

Hi elautomation,

I'm here to help! Let's get this sorted out.

You can easily search your customers note in QuickBooks. There's a search function for notes in QuickBooks Desktop:

Here's how:

  1. Open your company file in QuickBooks.
  2. At the top menu bar, click Customers.
  3. Choose Customer Center.
  4. Beside the search bar on top of the customer list, double click the magnifying glass icon.
  5. The Custom Filter will pop-up.
  6. On the Search option, choose All Customers.
  7. On the in drop-down menu, choose Notes.
  8. You can now enter the word on the search bar For.
  9. Click Go.
This will pull up the customer you are looking for in reference to the note you search. (Please see screenshot below)

Please let me know if you need more help. Thanks!


L
lindak1119Author
Level 7
December 11, 2018
Thank you for the reply! I didn't know about the double click feature to customize the searches. Unfortunately, it is only returning results about 50% of the time. (On searches I KNOW are in the notes.) Does it only search the top note? I played around with it for a while and that is the only thing that seems to be a consistency. We typically have 4 notes in each customer (one for payment notes, one for tech notes, etc.) When the tech notes are the top note in a customer a search for their serial number will result in the customer, but if the payment notes are the top note and the tech notes are 3rd down or 4th down etc. it will say that there are no results that meet the criteria.. Thanks again for the help!
J
james39
June 17, 2019

note searching is not active on all quickbooks designs, i can't search for notes on any computers or apple devices, i bought a samsung tablet and i can't do FULL searches on it for customer notes.

A
Anonymous
June 17, 2019

Thanks for joining the conversation, @james39,

 

I can add some updates about the advanced search feature in QuickBooks Online.

 

Our engineers recently released an update which includes searching notes, names, transactions and reports. This update is rolled out periodically by batch across to all QuickBooks Online users. If your account is not yet updated, you can pull up a Customer Contact List report to view your customer's notes.

 

Here's how to do that:

 

  1. Go to the Reports menu.
  2. Choose Customer Contact List.
  3. Click the Customize button at the top.
  4. Tap the Gear icon on the report then mark Note.

 

 

I've included an article to guide you with the report customizations in QBO: How to customize reports?

 

That should do it. Please update me if you have other questions about QuickBooks. I'm here to help. Have a good one!

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