cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Ia there a way to search for a customer by address or street name?

 
12 Comments
QuickBooks Team

Re: Ia there a way to search for a customer by address or street name?

Hi there, @termiteoffice.

 

I'm glad to see you here in the Community. I can share some information about the search option in QuickBooks Online.

 

Yes, your request about searching for a customer by address or street name is available. Let me walk you through the steps:

  1. Click Sales on the left pane.
  2. Choose the Customers tab.
  3. On the Search field, enter the address details.

 

Another option is by using the Advanced Search feature:

  1. Click the Magnifying Glass icon.
  2. Enter the customer's address.

 

That should help you search your customers in QuickBooks.

 

Keep me posted if you have other questions about QBO. I'd be around to help you more. Wishing you and your business continued success!

Level 1

Re: Ia there a way to search for a customer by address or street name?

This function does not seem to work. Can you help please?

QuickBooks Team

Re: Ia there a way to search for a customer by address or street name?

Hey @abrahamovervoorde,

 

I've tried the search function on my own account, and they work fine. Let me help you perform some troubleshooting steps to isolate the issue.

 

First, you'll need to search for the addresses in a private/incognito browser. This way, we can isolate if this is a browser issue. If you're able to search for the addresses using the private/incognito browser, you'll then need to clear your browser's cache.

 

You can use these keyboard shortcuts to open a private/incognito browser:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + N

If you're still unable to search for the addresses, you may need to perform this on another browser.

 

Also, you can pull up the Customer/Employee/Vendor Contact List report to view all the addresses you need.

 

 

Please don't hesitate to let me know if you have any other concerns. I'll be here to help you.

Level 1

Re: Ia there a way to search for a customer by address or street name?

Thanks, I tried this and it did not work. The only thing I can search on the UK version is the Company name. It will not let me search part of an address. I tried incognito window and I tried different browsers too.

 

Can someone log into my Quickbooks and see what is wrong.

QuickBooks Team

Re: Ia there a way to search for a customer by address or street name?

Hi abrahamovervoorde

 

When using the search option within the customers section it will only locate your customers by what details you have entered you have entered in the Company and Display name as fields within the Customer information.

Level 2

Re: Ia there a way to search for a customer by address or street name?

Abraham. You are dealing with an Intuit bot which is why it is not actually answering your question but suggesting things you already know or not relevant.

 

I have tried this kind of search too. I can't find a successful solution within QBO either.

What does work and is surprisingly quick is to export the Customer database to Excel and search that.

Sales>Customers> Click on the 'Export to Excel' icon in the top right of the customer list (next to the print icon). Use the Find and Replace function within the spreadsheet.

 

Appreciate a thumbs up if I don't sound like a bot :).

Level 1

Re: Ia there a way to search for a customer by address or street name?

Thanks! That is a good work around. Just wish it was simpler in the program.

Level 1

Re: Ia there a way to search for a customer by address or street name?

I have two QB accounts, on the one i dont use often this option works, i start putting in information and it pops up with addresses phone numbers etc, but on the account i use ALL the time and have over 1000 customers for this does not work and i desperately need to search by address. Is there a setting somewhere to activate this option? I use the same browser for both, i simply log out and into the other so i dont understand why it works on one and not the other

QuickBooks Team

Re: Ia there a way to search for a customer by address or street name?

Yes, there is a setting to let you search customers using addresses, capeplumbingmc.  I’m happy to show you how to enable it.

 

In the Customers section, you’ll want to click the Gear icon just above the table. Then, place a checkmark in the Address checkbox to add that column to the table. Once added, you can begin searching customers using their addresses, as shown below.

 

 

If you need help finding other information, let me know. I'll be happy to check if there's a setting for it. Have a good day ahead!

Level 1

Re: Ia there a way to search for a customer by address or street name?

I am still unable to get the address search to work in my one account. They are the same subscription, same browser, everything. The one account that it allows me to search with address i dont even have the address column selected. I have gone back and forth several times between the two companies to see any differences but i cannot see any setting differences between them and i really need to be able to search by address with my other account. If someone has any idea how to help thank you 

Highlighted
QuickBooks Team

Re: Ia there a way to search for a customer by address or street name?

I appreciate you getting back to us and performing the suggested solution shared above, @capeplumbingmc.

 

You can consider @AWUK suggestion by exporting the customer list to Excel and searching for the address from there. Let me guide you how.

 

The possible reason why you can't search for the address on your other account is that your QuickBooks Online isn't updated. QuickBooks already rolled up a new latest update with more features. 

 

I've attached a screenshot below for the difference.

1.PNG

If you have notice, the search bar says "Find a customer, project, or company" while the other one says "Search." The "Search" means you'll be able to search using the address while the "Find a customer, project, or company" won't.

 

In the meantime, let's export the customer list to Excel. Here's how:

 

  1. From the left panel, click Sales.
  2. Select Customer.
  3. Make sure you include the Address column.
  4. Click the Export icon.
  5. From the Excel, click Ctrl + F on your keyboard and search for the address.

Here's an article you can read on for more details: Export Customer Data to Excel.

 

Also, in case you want to manage your customer list, you can check out this article for your future reference: Manage your Customer List.

 

Don't hesitate to leave a comment below if you have any other questions. I'll be right here to help.

Level 1

Re: Ia there a way to search for a customer by address or street name?

I just found another work around... I have the App on my phone and tablet and that lets me search by address.

Need to get in touch?

Contact us