Thanks for visiting the Community today, @ckgreenleaf.
Sure! Let's click the Magnifying icon at the top-right section of the Dashboard. Then, enter the customer's phone number on the search field. Make sure it matches with what you've entered on the client's profile.
You can also find them on the Customer's List search field. Here's how:
- Go to the Sales menu, then select the Customers tab.
- On the Find box, enter the client's phone number.
- Click the name on the result.
I've also got you an article with the detailed steps on how to locate transactions and names in QBO: Search for transactions.
I also recommend checking out our QuickBooks Articles hub in case you'll need some easy steps in managing invoices and payments on your future tasks.
I'll be happy to guide and help you again with your next concern. Take care!