Is there a better way to get all customers with the same “word” to show? I also tried the word “Prior” which they all have – still only one customer comes up. Then I have Used Customize Report and added “Note” but only the first note for each customer comes up…not all the notes in each customer’s record, which I would like to see.Ĭustomer Center/click on the magnifying glass/ input “all customers” in “Search,” and “Notes” in “In,” and the word “2016” – only one customer comes up two should have. Reports/Customers & Receivables/Customer Contact List Thank you for getting back to me, but I could use a step-by-step on: When using the Custom Filter to search for notes, QuickBooks will take the word you enter and give all the customers you assigned or added these notes to. That should answer your concern for today. Please let me know if you're referring to something else so I can get back to you right away. Click Skip and send a message, and choose Feedback as the Category.
Enter your request/product suggestion, then select Next.ģ. At the top menu bar, go to Help, then pick Send Feedback Online.Ģ. This helps us know how this option makes your QuickBooks experience smoother.ġ. I also encourage you to send feedback as well. I'm going to submit feedback to our Product Developers Team for consideration in future updates. I can see how this feature would be helpful for you and your business. Just to clarify, when you say entire list, do you mean you want to have all your customers and enter their old donation information by batch? If so, this option is currently unavailable in QBDT. When using the Custom Filter to search for notes, QuickBooks will take the word you enter and give all the customers you assigned or added these notes to. I'm here to share some information about the search function in QuickBooks Desktop (QBDT) Customer Center.