---
title: "Find a customer in Quickbooks Desktop: recommended workflow"
slug: "find-a-customer-in-quickbooks-desktop-recommended-workflow"
updated: 2026-03-27T20:45:09Z
published: 2026-03-27T20:45:09Z
---

> ## 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)