Other questions
I appreciate you for bringing this matter to our attention, Sarah. To ensure this information is available in your search field, you need to check the boxes for the specific details you want to display in the columns and make searchable. Let me provide the steps to include this.
- Navigate to Sales and then go to Customers.
- Click the small Gear icon on the right side.
- Check the boxes next to the specific details you want to include.
Please note that when you search for the information, click on the pop-up suggestion rather than pressing the Enter key on your keyboard.
Moreover, you can also reach out to our QuickBooks Live expert Assisted team, they are available to help you with adding your customer's information and can assist you with any QuickBooks concern.
Additionally, you can run the Customer Contact List report to view all the information you need for your customers.
Let us know if you have further questions about managing your customer's information in QBO. Don't hesitate to click the Reply button, and we'll respond to you as soon as possible.
