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
In QuickBooks Desktop click on Customers > Customer Center.
Change the search parameters in the dropdown to All Customers.
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.
