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Aaronlandon
Level 1

Search for customers by address using the quickbooks online app

This no longer works. Why?
13 Comments 13
MarkAngeloG
QuickBooks Team

Search for customers by address using the quickbooks online app

Hi there, Aaron.

 

I understand that doing our daily tasks, such as utilizing the search feature to search for customers by their address, is essential.

 

Sometimes, our QuickBooks Online mobile app fills too much cache, which could cause malfunctions in some features or slow down the app. We'll need to troubleshoot your QBO mobile app to ensure it runs efficiently with your phone.

 

Here are some quick steps to fix most app-related issues:

 

  1. Ensure you have a strong internet connection.
  2. Close and restart the app.
  3. Clear app data:
    • Open your device Settings.
    • Select Apps (varies by device).
    • Choose QuickBooks app from the list, then select Storage.
    • Select clear data.

 

If the problem persists, you can uninstall and reinstall the app to ensure everything works well.

 

I'd like to provide you with this article for future reference: Record invoice payments in QuickBooks Online.

 

If you require any additional information regarding searching customers by address in QuickBooks Online, please do not hesitate to reach out to the Community space. I'm more than happy to assist you with any questions or concerns.

Aaronlandon
Level 1

Search for customers by address using the quickbooks online app

The problem I am having is with the quickbooks online app. Not using quickbooks online through a browser. I can no longer search for customers in the app by address. I always have been able to but now I cannot. This just started dec of 2023

Kurt_M
QuickBooks Team

Search for customers by address using the quickbooks online app

Thanks for getting back here in the thread and providing additional details about your situation, Aaron. Let's get you through this so you can locate customers through addresses inside QuickBooks Online (QBO).

 

Since you've mentioned you're using the mobile app version, we recommend clearing your app's data so you can start with a clean slate and remove those temporary data in your device. When the application accumulates several pieces of data, it changes and affects your experience. We'll write down the steps to get you going:

 

If you're using an Android device, here's how:

 

  1. Ensure the device is connected to a WIFI or internet.
  2. Go to your phone's settings.
  3. Choose QuickBooks app from the list, then select Storage.
  4. Select clear data.

 In case you're using iOS or iPad, here's how:

 

  1. Go to Settings.
  2. Select Setting General iPhone Storage and choose the QBO app.
  3. Choose Offload App. This will free up the storage without deleting your app's documents and data.

 

If the issue persists, you can uninstall and then reinstall the app. Also, ensure to install the latest version to take advantage of the updates.

 

Additionally, here's an article to help you manage invoice payments using the mobile app version of QBO: Receive an invoice payment using the QuickBooks Online mobile app.

 

Feel free to comment below if you need further assistance managing customers or have any additional concerns related to the program. Keep safe.

Aaronlandon
Level 1

Search for customers by address using the quickbooks online app

This did not help at all. I cleared the catch and data and reinstalled the latest version of the app. The problem is still there

ChristineJoieR
QuickBooks Team

Search for customers by address using the quickbooks online app

I can see you're having challenges with your QuickBooks Online Mobile app search button, Aaronlandon and we understand the frustration of not having this function as expected and getting this fixed as fast as possible.

 

With that, I motivate you to contact our support team so they can investigate further and provide remedies to the issue.

 

Please see the steps below:

 

  1. Log in to your account.
  2. Click the? Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion with your concern, then click Continue.
  5. Choose to Have us call you to connect with us.

 

I'm adding this page if you require other aids that help you handle your gain and loss: Financial reports.

 

The Community is here for you 24/7 on the clock. If you ought to plunge in your additional comments, notify us below. Keep safe.

Aaronlandon
Level 1

Search for customers by address using the quickbooks online app

I have done all of this and noone seems to be able to help me with this. I have had them tell me that you cannot and never have been able to search for customers by address using quickbooks online which is a lie. I have done so for many years. I have honestly gone through every option. Is there anyway you can please have one of the software developers or IT people contact me? Customer service has been no help and I have about 5 hrs over the past week of dealing with them

Stmart123
Level 1

Search for customers by address using the quickbooks online app

I’m the same in the uk it’s infuriating, always been able to search by address and now nothing m. Tried all of the above steps I know it’s not the device as it’s the same on all 6devices we have it on. This needs to be remieded asap!! Also our customer service agent just said it works his end so can’t do anymore  

ReymondO
QuickBooks Team

Search for customers by address using the quickbooks online app

Thanks for joining the thread, @Stmart123.


I understand the frustration of not having the ability to use the Search for Customer feature. If you already performed the suggested steps above and still getting the same results, I'd suggest contacting our support team so they can investigate further and provide you with a resolution.

 

Follow the steps below to connect with them:

 

  1. Log in to your account.
  2. Click the? Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion with your concern, then click Continue.
  5. Choose to Have us call you to connect with us.

 

Moreover, here's a resource to help you manage invoice payments using the mobile app version of QBO: Receive an invoice payment using the QuickBooks Online mobile app.

 

If you need further assistance managing customers or have any additional concerns related to the program, just add them to the thread. I'll be here to help you out. Keep safe.

SophiaGTP
Level 2

Search for customers by address using the quickbooks online app

Please fix this QB!  My plumbers were able to search for customers via address up on the APP until a few weeks ago.  Its frustrating for them to have to take the extra step to find the customers name.  If they were able to do it just a few weeks ago, they should be able to do it now.  Please put out a patch for this asap.  Service workers need this option again.  Thank you!

RheaMaeH
QuickBooks Team

Search for customers by address using the quickbooks online app

I understand that it can be challenging when you're unable to search for customers via the address in your QuickBooks mobile app, SophiaGTP. I'm here to ensure we're doing our best to solve this issue.

 

QuickBooks Online mobile app sometimes fills too much cache, causing malfunctions in some features or slowing down the app. To ensure the app runs efficiently with your phone, we'll need to troubleshoot it.

 

Here's how:

 

  1. Log out of the app and ensure it is updated to avoid interruptions.
  2. Refresh the app using the Refresh Data option from the Help menu to download updates or apply recent changes.
  3. If refreshing the app doesn't work, try uninstalling and reinstalling it to resolve any unexpected behavior. Also, make sure to download any updated security settings.

 

You can also check this article for more detailed information: See your latest data in the QuickBooks Online app.

 

Additionally, I'd recommend getting in touch with our QuickBooks Online Support team just in case the issue persists so they can create a ticket for further investigation.

 

I'd also suggest checking this article to guide you in enumerating the features supported by each device: Compare mobile app features.

 

Please feel free to post here again if you have any other concerns with searching for customers. I'm always here to provide further assistance. Have a great day!

Herink
Level 1

Search for customers by address using the quickbooks online app

I agree - this is so frustrating!   We are in the service industry and it is more important to know the history of the address/location rather than the customer name.   Searching by name does us NO GOOD!!!!  It has to be the search by address.     If anyone found a way to search IN THE APP  please let me know.   I know you can search thru a web browser but that is cumbersome.

 

Nuty911
Level 1

Search for customers by address using the quickbooks online app

Same problem with app.  It is very frustrating I can only search by name more specifically first name.  It’s hard to remember 2000 first names especially when 80% of the time I used there last names. Need to get this fixed. It started last month not being able to search by address or last name. 

RoseJillB
QuickBooks Team

Search for customers by address using the quickbooks online app

This isn't the kind of experience we want you to have in using the QuickBooks Mobile app, @Nuty911.

 

Before anything else, I’d like to know more about what operating system (OS) you’re using to provide appropriate steps that address your concerns. 

 

If you're an iOS user, we've received similar cases or reports about the issue. I recommend contacting our support so they can add you to the affected user list. Please refer to the steps below to get in touch with them by logging into your browser:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chat box, select Talk to a Human or tap the Contact Us button at the bottom.
  4. Then, type in your reason for contacting us in the What can we help you with? Box and click Continue.
  5. From there, choose a way to connect: Chat with us, get a Callback, or call our support line directly by getting our Phone number.

 

Make sure to check our operating hours so that you can reach out to us at your convenience. To find alternative ways to contact us, please refer to the following article: QuickBooks Online Support.

 

For Android users, we can take certain steps to eliminate common problems that may arise while using the application. To begin with, we can clear the app data to refresh it and eliminate any errors that could cause the issues mentioned above. Here's how:

 

  1. Select the menu at the top right and choose Settings.
  2. Then select Refresh Data and choose Yes.

 

I've also included an article to give you a general idea of what the app can achieve. You can easily explore the software in this way: QuickBooks Online app overview

 

Please leave a comment in this thread to ensure everything is being taken care of. I'm more than willing to help. Take care always.

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