Service Titan Knowledge Base

Find a customer in Quickbooks Desktop: recommended workflowLast updated on 12/16/2021

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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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.