texomawoodworks
Level 1

Account management

My brilliant assistant helped me get what I needed after hours of screaming and cursing at Quickbooks. It isn't perfect, but it pulled everything I needed. Maybe it will help you as well.

Hit the MAGNIFYING GLASS at the top right of the page. Type your CUSTOMER NAME in the search bar. When the page opens, adjust the search fields to find what you are looking for. I used the search "bills" then selected "customers" and "contains or equal" and then entered my keyword, which is the customer name. After that, I searched "expenses" the same way.

Doing it this way pulls everything that is associated with that customer name which is good enough for me after wasting too much time! I hope this helps! Good luck!