Service Titan Knowledge Base

Find a customer in Quickbooks Desktop: recommended workflowLast updated on 05/12/2023

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.


Related Content


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


Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.