How to find a customer by address.

the80lady · ‎August 18, 2017

The help site insists there's no way yet to search for a customer by address. There IS a way!! Go to Reports; select Customer Contact List; hit "Ctrl+F" (find). A small box appears in the upper right-hand corner of the screen. Type in the address or a portion thereof. All matches will be highlighted. Just scroll down to find them.

ParkwayInc · ‎August 18, 2017

Ctrl + F is one of the best kept hidden secrets to use with QuickBooks Online. It has a lot of different applications including finding a specific bank rule in a long list of rules, or my favorite is matching checks that are part of a deposit from the undeposited funds window. Here is a video demonstrating the process.

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MegBarbolini · ‎August 19, 2017

This is a fantastic tip. Ctrl+F really comes in handy in so many ways. You can even customize the columns that display on the Customer Contact List to find even more information. You can add columns for phone number, credit card expiration date, default payment method, and more!

Thanks for giving us a great way to do more with QuickBooks, @the80lady! @ParkwayInc thanks for sharing that video too - I love the QB tricks you share :smileyhappy:

View solution in original post

ParkwayInc · ‎August 18, 2017

Ctrl + F is one of the best kept hidden secrets to use with QuickBooks Online. It has a lot of different applications including finding a specific bank rule in a long list of rules, or my favorite is matching checks that are part of a deposit from the undeposited funds window. Here is a video demonstrating the process.

MegBarbolini · ‎August 19, 2017

This is a fantastic tip. Ctrl+F really comes in handy in so many ways. You can even customize the columns that display on the Customer Contact List to find even more information. You can add columns for phone number, credit card expiration date, default payment method, and more!

Thanks for giving us a great way to do more with QuickBooks, @the80lady! @ParkwayInc thanks for sharing that video too - I love the QB tricks you share :smileyhappy:

lynda · ‎August 19, 2017

love this Meg! Keep them coming!

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How to find a customer by address.