---
title: "Find a customer in Quickbooks Desktop: recommended workflow"
slug: "find-a-customer-in-quickbooks-desktop-recommended-workflow"
updated: 2026-07-11T16:18:24Z
published: 2026-07-11T16:18:24Z
canonical: "help.servicetitan.com/find-a-customer-in-quickbooks-desktop-recommended-workflow"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Find a customer in Quickbooks Desktop: recommended workflow

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.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/find-a-customer-in-quickbooks-desktop-recommended-workflow-image-1kh6kp1d.png)
2. Change the search parameters in the dropdown to **All Customers.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/find-a-customer-in-quickbooks-desktop-recommended-workflow-image-oag3zrk2.png)
3. **Search** for the customer name in the **Search** Field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/find-a-customer-in-quickbooks-desktop-recommended-workflow-image-2tma001i.png)

### Related Content

- [How ServiceTitan syncs with Customer Records in QuickBooks Desktop](/v1/docs/how-servicetitan-syncs-with-customer-records-in-qbd)

A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)