Find a customer in Quickbooks Desktop: recommended workflow

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This article explains how to find a customer in Quickbooks Desktop.

Things to know

In the case of Batch export errors related to Customers, it is often necessary to locate the Customer related to the error in QuickBooks. The steps below outline how this is done.

Workflows

Find a customer in QuickBooks Desktop

  1. In QuickBooks Desktop click on Customers > Customer Center. 

  2. Change the search parameters in the dropdown to All Customers. 

  3. Search for the customer name in the Search Field. 

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